DFX Intelligence

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R• C••••••

Other adviserSEC-registered2 private funds· Schindellegiwebsite

Other adviser, based in Schindellegi, reporting $713M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

As of 2026-03-25 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $713M
Advisors: 0
RAUM change, last fiscal year: +3.0%
Private clients: 0.0% of RAUM

Advisors Advisor movement Where the RAUM sits

As of 2026-03-25 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 25 Mar 2026, RAUM $693M to $713M (+3.0%) on the Form ADV filed 25 Mar 2026.

Every filed figure, and the identifiersCRD 173008 · SEC 801-80491 · 16 filingsShow

CRD 173008SEC 801-80491Legal name R• C•••••• A•First filing on the tape Oct 14, 2014, latest Mar 25, 2026SEC status approved since Oct 31, 2014IAPD

RAUM

$713M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM$713M as of Mar 25, 2026

Mar 5, 2015$33.0M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 25, 2026

Mar 5, 20150 then

Employees (5.A)3 as of Mar 25, 2026

Mar 5, 20151 then

Private funds2 as of Mar 25, 2026

Mar 22, 20221 then

RAUM +3.0% over the last fiscal year+27% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 25, 2026; every figure names its basis

The rule behind each archetype, and every derived figureShow

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $102MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 8.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year: +3.0%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$375M53%
Corporations and businesses$276M39%
Pension and profit-sharing plans$61.8M8.7%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 7reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.53 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0derived

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Advisors registered through the firm

0 on IAPD today; the 10 longest tenured

No representative is registered through this CRD on IAPD.

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
G•••••••• L•	Hedge Fund	$156M	12	Mar 25, 2026
C•••••• P••••••• L•••• R• C•••••• S•••••no longer reported	Hedge Fund	$153M	1	Mar 22, 2022
G••••••• L•	Hedge Fund	$24.1M	13	Mar 25, 2026

Owners and control persons

Schedule A and B, latest filing

V•••••• R•••••• O••••• · Owner/Chief Compliance Officer/Co-Ceocontrol
since 07/2022 · owns 75% or more
L••••••• A••••••• W••••• · Co-Ceo
since 07/2022 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Discretionary RAUM · $693M to $713M
Mar 27, 2025 to Mar 25, 2026
Pension RAUM · $60.1M to $61.8M
Mar 27, 2025 to Mar 25, 2026
Pooled vehicle RAUM · $410M to $375M
Mar 27, 2025 to Mar 25, 2026
RAUM · $693M to $713M
Mar 27, 2025 to Mar 25, 2026
Accounts · 6 to 7
Mar 11, 2024 to Mar 27, 2025

Full history · 60 changes

Pooled vehicle clients · 2 to 3
Mar 11, 2024 to Mar 27, 2025
Financial planning clients · 0 to 0
Mar 11, 2024 to Mar 27, 2025
HQ state · unset to
Mar 11, 2024 to Mar 27, 2025
Private funds · 1 to 2
Mar 11, 2024 to Mar 27, 2025
Discretionary RAUM · $486M to $693M
Mar 11, 2024 to Mar 27, 2025
Pension RAUM · $39.9M to $60.1M
Mar 11, 2024 to Mar 27, 2025
Pooled vehicle RAUM · $274M to $410M
Mar 11, 2024 to Mar 27, 2025
RAUM · $486M to $693M
Mar 11, 2024 to Mar 27, 2025
Discretionary RAUM · $346M to $486M
Mar 10, 2023 to Mar 11, 2024
Pension RAUM · $25.9M to $39.9M
Mar 10, 2023 to Mar 11, 2024
Pooled vehicle RAUM · $207M to $274M
Mar 10, 2023 to Mar 11, 2024
RAUM · $346M to $486M
Mar 10, 2023 to Mar 11, 2024
Pooled vehicle clients · 1 to 2
Aug 8, 2022 to Mar 10, 2023
Legal name · R• C•••••• GMBH to R• C•••••• A•
Aug 8, 2022 to Mar 10, 2023
Discretionary RAUM · $646M to $346M
Aug 8, 2022 to Mar 10, 2023
Pension RAUM · $50.2M to $25.9M
Aug 8, 2022 to Mar 10, 2023
Pooled vehicle RAUM · $427M to $207M
Aug 8, 2022 to Mar 10, 2023
RAUM · $646M to $346M
Aug 8, 2022 to Mar 10, 2023
Advisory employees · 1 to 2
Mar 22, 2022 to Aug 8, 2022
Employees · 1 to 3
Mar 22, 2022 to Aug 8, 2022
Financial planning clients · unset to 0
Mar 22, 2022 to Aug 8, 2022
HQ city · MEGGEN to SCHINDELLEGI
Mar 22, 2022 to Aug 8, 2022
Accounts · 7 to 6
Mar 16, 2021 to Mar 22, 2022
Advisory activities · 1 to 2
Mar 16, 2021 to Mar 22, 2022
Corporate clients · 6.0 to unset
Mar 16, 2021 to Mar 22, 2022
Pooled vehicle clients · unset to 1.0
Mar 16, 2021 to Mar 22, 2022
Private funds · unset to 1
Mar 16, 2021 to Mar 22, 2022
Discretionary RAUM · $473M to $646M
Mar 16, 2021 to Mar 22, 2022
Non-discretionary RAUM · $589M to $0
Mar 16, 2021 to Mar 22, 2022
Pension RAUM · $34.1M to $50.2M
Mar 16, 2021 to Mar 22, 2022
Pooled vehicle RAUM · unset to 427238086.0
Mar 16, 2021 to Mar 22, 2022
RAUM · $1.1B to $646M
Mar 16, 2021 to Mar 22, 2022
Corporate clients · unset to 6.0
Mar 13, 2020 to Mar 16, 2021
Discretionary RAUM · $300M to $473M
Mar 13, 2020 to Mar 16, 2021
Non-discretionary RAUM · $398M to $589M
Mar 13, 2020 to Mar 16, 2021
Pension RAUM · $23.1M to $34.1M
Mar 13, 2020 to Mar 16, 2021
RAUM · $699M to $1.1B
Mar 13, 2020 to Mar 16, 2021
Accounts · 4 to 7
Jan 30, 2019 to Mar 13, 2020
Discretionary RAUM · $208M to $300M
Jan 30, 2019 to Mar 13, 2020
Non-discretionary RAUM · $0 to $398M
Jan 30, 2019 to Mar 13, 2020
Pension RAUM · $17.5M to $23.1M
Jan 30, 2019 to Mar 13, 2020
RAUM · $208M to $699M
Jan 30, 2019 to Mar 13, 2020
Accounts · 3 to 4
Feb 6, 2018 to Jan 30, 2019
Discretionary RAUM · $147M to $208M
Feb 6, 2018 to Jan 30, 2019
Pension RAUM · unset to 17522519.0
Feb 6, 2018 to Jan 30, 2019
RAUM · $147M to $208M
Feb 6, 2018 to Jan 30, 2019
Accounts · 2 to 3
Mar 17, 2017 to Feb 6, 2018
Other offices · unset to 0.0
Mar 17, 2017 to Feb 6, 2018
Discretionary RAUM · $77 to $147M
Mar 17, 2017 to Feb 6, 2018
RAUM · $77 to $147M
Mar 17, 2017 to Feb 6, 2018
Discretionary RAUM · $33.0M to $77
Mar 5, 2015 to Mar 11, 2016
RAUM · $33.0M to $77
Mar 5, 2015 to Mar 11, 2016
Discretionary RAUM · $25.0M to $33.0M
Dec 19, 2014 to Mar 5, 2015
RAUM · $25.0M to $33.0M
Dec 19, 2014 to Mar 5, 2015
HQ city · KILCHBERG to MEGGEN
Oct 28, 2014 to Dec 19, 2014

Signals

10 dated events

••• Locked
Mar 25, 2026 · private fund first reported · fact
••• Locked
Mar 25, 2026 · private fund no longer reported · inference
••• Locked
Mar 25, 2026 · private fund first reported · fact
••• Locked
Mar 27, 2025 · RAUM change · derived
••• Locked
Mar 11, 2024 · RAUM change · derived

Full timeline · 10 events

••• Locked
Mar 10, 2023 · RAUM change · derived
••• Locked
Mar 22, 2022 · RAUM change · derived
••• Locked
Mar 16, 2021 · RAUM change · derived
••• Locked
Mar 13, 2020 · RAUM change · derived
••• Locked
Oct 14, 2014 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Website: ••• Lockedreportedpublic record, Form ADV, Mar 25, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Mar 25, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: Not computedderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026

Not yet on record: net advisor flow, 12 months.