DFX Intelligence

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

Z••••• A•

Asset manager (funds and pooled vehicles)SEC-registered· Pariswebsite

Asset manager (funds and pooled vehicles), based in Paris, reporting $964M of regulatory assets.

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

As of 2026-04-02 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Regulatory AUM: $964M
Advisors: 0
RAUM change, 1 year: +56%
Private clients: 2.0%

See where advisers went See teams that moved

Advisors Where the RAUM sits

As of 2026-04-02 · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

What matters now

+55.6%
RAUM, one year
RAUM $619M to $964M (+55.6%) on the Form ADV filed 2 Apr 2026.
The one filed measure of whether clients are staying.
FactForm ADV Item 5History →

Every filed figure, and the identifiersCRD 173046 · SEC 801-81138 · 16 filingsShow

CRD 173046SEC 801-81138First filing on the tape Mar 9, 2015, latest Apr 2, 2026SEC status approved since Mar 26, 2015IAPD

RAUM

$964M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

2.0%

$19.7M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

Not computed

derived; firm RAUM over IAPD count

Employees

8 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM +25% a year over three years · the tape starts Mar 9, 2015

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow

RAUM$964M as of Apr 2, 2026

Mar 30, 2016$182M then

HNW client RAUM$14.5M as of Apr 2, 2026

Mar 30, 2018$29.8M then

State-registered IARs (5.B.3)0 as of Apr 2, 2026

Mar 30, 20160 then

Employees (5.A)18 as of Apr 2, 2026

Mar 30, 20166 then

Private funds: no history

RAUM +56% over the last fiscal year+25% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Apr 2, 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: $4.8MderivedHNW RAUM over HNW clients
Average account: $18.2MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year: +56%derivedbetween the last two annual amendments
Advisor growth, one year: unknownderivedItem 5.B.3 between annual amendments
Client growth, one year: +15%derived
Compensation: percentage of assets, performance-based, commissionsreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 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

has discretionary authority over which securities are bought or sold (8.C.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

61% pooled investment vehicles, 34% insurance companies, and 3 other client types

The breakdown by client type, and the client counts5 client typesShow

Pooled investment vehicles$589M61%
Insurance companies$327M34%
Corporations and businesses$27.8M2.9%
High-net-worth individuals$14.5M1.5%
Individuals$5.3M0.5%

Individual clients: 12reported
HNW clients: 3reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 53reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performance, commissionsreported
Class basis: RAUM: 2% private clients, 61% pooled funds, 34% institutions; no related broker-dealer; no related bankderived

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 longest tenured first

No representative is registered through this CRD on IAPD.

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

T••••••••• M•••••• L••••••• · Chief Executive Officer
since 11/2024 · owns less than 5%

Entity owners

C•••••• I•••• · Direct Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

high institutional concentrationStatic outlier · filing Apr 2, 2026
institutional share of RAUM of 34% against a peer median of 0% (784 comparable advisers, 100.0th percentile, 11.4 robust deviations)
peers: asset managers, $500M to $1B (784) · 100% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 52 to 53
Apr 1, 2025 to Apr 2, 2026
Advisory employees · 7 to 8
Apr 1, 2025 to Apr 2, 2026
Corporate clients · 7 to 9
Apr 1, 2025 to Apr 2, 2026
Individual clients · 10 to 12
Apr 1, 2025 to Apr 2, 2026
Pooled vehicle clients · 16 to 13
Apr 1, 2025 to Apr 2, 2026

Full history · 80 changes

Employees · 15 to 18
Apr 1, 2025 to Apr 2, 2026
Discretionary RAUM · $619M to $964M
Apr 1, 2025 to Apr 2, 2026
HNW RAUM · $16.3M to $14.5M
Apr 1, 2025 to Apr 2, 2026
Individual RAUM · $4.0M to $5.3M
Apr 1, 2025 to Apr 2, 2026
Pooled vehicle RAUM · $336M to $589M
Apr 1, 2025 to Apr 2, 2026
RAUM · $619M to $964M
Apr 1, 2025 to Apr 2, 2026
Accounts · 51 to 52
Nov 26, 2024 to Apr 1, 2025
Corporate clients · 9 to 7
Nov 26, 2024 to Apr 1, 2025
HNW clients · 4 to 3
Nov 26, 2024 to Apr 1, 2025
Individual clients · 12 to 10
Nov 26, 2024 to Apr 1, 2025
Pooled vehicle clients · 12 to 16
Nov 26, 2024 to Apr 1, 2025
Employees · 14 to 15
Nov 26, 2024 to Apr 1, 2025
Financial planning clients · unset to
Nov 26, 2024 to Apr 1, 2025
HQ state · unset to
Nov 26, 2024 to Apr 1, 2025
Discretionary RAUM · $532M to $619M
Nov 26, 2024 to Apr 1, 2025
HNW RAUM · $18.1M to $16.3M
Nov 26, 2024 to Apr 1, 2025
Individual RAUM · $4.4M to $4.0M
Nov 26, 2024 to Apr 1, 2025
Pooled vehicle RAUM · $255M to $336M
Nov 26, 2024 to Apr 1, 2025
RAUM · $532M to $619M
Nov 26, 2024 to Apr 1, 2025
Accounts · 53 to 51
Mar 21, 2024 to Mar 28, 2024
Corporate clients · 11 to 9
Mar 21, 2024 to Mar 28, 2024
Individual clients · 15 to 12
Mar 21, 2024 to Mar 28, 2024
Pooled vehicle clients · 10 to 12
Mar 21, 2024 to Mar 28, 2024
Legal name · W••••• SAS to Z••••• A•
Mar 21, 2024 to Mar 28, 2024
Discretionary RAUM · $494M to $532M
Mar 21, 2024 to Mar 28, 2024
HNW RAUM · $17.1M to $18.1M
Mar 21, 2024 to Mar 28, 2024
Individual RAUM · $5.2M to $4.4M
Mar 21, 2024 to Mar 28, 2024
Pooled vehicle RAUM · $216M to $255M
Mar 21, 2024 to Mar 28, 2024
RAUM · $494M to $532M
Mar 21, 2024 to Mar 28, 2024
Business name · W••••• to Z••••• A•
Mar 28, 2024 to Mar 28, 2024
Accounts · 54 to 53
Mar 30, 2022 to Mar 29, 2023
Advisory employees · 6 to 7
Mar 30, 2022 to Mar 29, 2023
Corporate clients · 12 to 11
Mar 30, 2022 to Mar 29, 2023
Individual clients · 18 to 15
Mar 30, 2022 to Mar 29, 2023
Pooled vehicle clients · 9 to 10
Mar 30, 2022 to Mar 29, 2023
Employees · 18 to 14
Mar 30, 2022 to Mar 29, 2023
Discretionary RAUM · $626M to $494M
Mar 30, 2022 to Mar 29, 2023
HNW RAUM · $20.7M to $17.1M
Mar 30, 2022 to Mar 29, 2023
Individual RAUM · $9.2M to $5.2M
Mar 30, 2022 to Mar 29, 2023
Pooled vehicle RAUM · $277M to $216M
Mar 30, 2022 to Mar 29, 2023
RAUM · $626M to $494M
Mar 30, 2022 to Mar 29, 2023
Accounts · 320 to 54
Mar 29, 2021 to Mar 30, 2022
HNW clients · 3 to 4
Mar 29, 2021 to Mar 30, 2022
Individual clients · 17 to 18
Mar 29, 2021 to Mar 30, 2022
Employees · 17 to 18
Mar 29, 2021 to Mar 30, 2022
HQ city · NEUILLY SUR SEINE to PARIS
Mar 29, 2021 to Mar 30, 2022
Discretionary RAUM · $588M to $626M
Mar 29, 2021 to Mar 30, 2022
HNW RAUM · $12.4M to $20.7M
Mar 29, 2021 to Mar 30, 2022
Individual RAUM · $7.9M to $9.2M
Mar 29, 2021 to Mar 30, 2022
Pooled vehicle RAUM · $289M to $277M
Mar 29, 2021 to Mar 30, 2022
RAUM · $588M to $626M
Mar 29, 2021 to Mar 30, 2022
Accounts · 273 to 320
Jun 29, 2020 to Mar 29, 2021
HNW clients · 4 to 3
Jun 29, 2020 to Mar 29, 2021
Individual clients · 21 to 17
Jun 29, 2020 to Mar 29, 2021
Employees · 16 to 17
Jun 29, 2020 to Mar 29, 2021
Discretionary RAUM · $521M to $588M
Jun 29, 2020 to Mar 29, 2021
HNW RAUM · $13.2M to $12.4M
Jun 29, 2020 to Mar 29, 2021
Individual RAUM · $7.1M to $7.9M
Jun 29, 2020 to Mar 29, 2021
Pooled vehicle RAUM · $264M to $289M
Jun 29, 2020 to Mar 29, 2021
RAUM · $521M to $588M
Jun 29, 2020 to Mar 29, 2021
Accounts · 277 to 273
Mar 29, 2019 to Mar 31, 2020
Corporate clients · 10 to 12
Mar 29, 2019 to Mar 31, 2020
HNW clients · 7 to 4
Mar 29, 2019 to Mar 31, 2020
Individual clients · 9 to 21
Mar 29, 2019 to Mar 31, 2020
Employees · 18 to 16
Mar 29, 2019 to Mar 31, 2020
Other offices · 1 to 0
Mar 29, 2019 to Mar 31, 2020
Discretionary RAUM · $498M to $521M
Mar 29, 2019 to Mar 31, 2020
HNW RAUM · $30.3M to $13.2M
Mar 29, 2019 to Mar 31, 2020
Individual RAUM · $3.0M to $7.1M
Mar 29, 2019 to Mar 31, 2020
Pooled vehicle RAUM · $268M to $264M
Mar 29, 2019 to Mar 31, 2020
RAUM · $498M to $521M
Mar 29, 2019 to Mar 31, 2020
Accounts · 170 to 277
Mar 30, 2018 to Mar 29, 2019
Corporate clients · 6 to 10
Mar 30, 2018 to Mar 29, 2019
HNW clients · 13 to 7
Mar 30, 2018 to Mar 29, 2019
Individual clients · 7 to 9
Mar 30, 2018 to Mar 29, 2019

Signals

5 dated events

••• Locked
Apr 2, 2026 · RAUM change · derived
••• Locked
Apr 2, 2026 · ria majority owner change · derived
••• Locked
Mar 29, 2019 · RAUM change · derived
••• Locked
Mar 30, 2018 · RAUM change · derived
••• Locked
Mar 9, 2015 · 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, Apr 2, 2026
Principal office phone: ••• Lockedreportedpublic record, Form ADV, Apr 2, 2026

Provenance

Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show

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: Asset manager (funds and pooled vehicles)deriveda 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.