DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

P••••• A•••• M••••••••• J••••• L••••••

Other adviserCRD 174027SEC 801-80824website IAPD

Latest filing Jun 29, 2026

First filing on the tape Jan 2, 2015 · 24 filings

SEC status approved since Jan 13, 2015

RAUM

$11B

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

n/a

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

24 filings and snapshots on the tape

RAUM$11B as of Jun 29, 2026

Jun 29, 2015$4.8B then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Jun 29, 2026

Jun 29, 20150 then

Employees (5.A)1 as of Jun 29, 2026

Jun 29, 20152 then

Private funds2 as of Jun 29, 2026

Jun 29, 20159 then

RAUM n/a over the last fiscal year+17% a year over three

Practice profile

derived from the filing of Jun 29, 2026; every figure names its basis

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: $707MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 42%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: unknownderivedbetween 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 pooled vehicles, otherreportedItem 5.G
Custody: $11B, 13 clientsreportedItem 9.A
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)
receives research or other products from a broker-dealer, soft dollars (8.E)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$6.1B56%
Charitable organizations$3.5B33%
State and municipal entities$1.2B11%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 8reported
Accounts: 16reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $11B for 13 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.54 institutional_share=0.42 related_bd=false related_bank=true bd_reps=0.0derived

Advisors registered through the firm

0 on IAPD today, longest tenure first

No representative is registered through this CRD on IAPD.

Advisor movement

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
P••••• E••••••• O••••••••• M••••• F•••	Hedge Fund	$4.6B	73	Feb 14, 2012
P••••• E••••••• A••••••• O••••••••• M••••• F•••	Hedge Fund	$1.4B	41	Feb 14, 2012
T•• P••••• A•••••••• F•••no longer reported	Hedge Fund	$760M	1	Aug 21, 2013
T•• O••••• P••••••• F•••no longer reported	Hedge Fund	$516M	1	Feb 14, 2012
T•• C•••••••• F•••no longer reported	Hedge Fund	$496M	1	Feb 14, 2012
T•• P••••••••• P••••••• F•••no longer reported	Hedge Fund	$327M	1	Jun 28, 2013
T•• R••••• F•••no longer reported	Hedge Fund	$265M	1	Sep 27, 2016
T•• G•••••••• F•••no longer reported	Hedge Fund	$213M	1	Feb 14, 2012
T•• P•••••• F•••no longer reported	Hedge Fund	$198M	1	Feb 14, 2012
T•• P•• 1••• F•••no longer reported	Hedge Fund	$157M	1	Aug 13, 2014
K••••• F•••no longer reported	Hedge Fund	$47.4M	1	Sep 25, 2017

Owners and control persons

Schedule A and B, latest filing

D••••• T•••••••• F•••• · Chief Compliance Officercontrol
since 10/2018 · owns less than 5%
M••••••••• E••••••• L•••• · Director/Ceocontrol
since 02/2014 · owns less than 5%
M••••••• R••••• N••• · Directorcontrol
since 12/2018 · owns less than 5%
H•••• C••••••••• A•••••• · Ownercontrol
since 07/2003 · owns 75% or more of T•• C••••••••• I••••••••• F••• M••••••••• ••••••• L••••••
M••••••••• E••••••• L•••• · Ownercontrol
since 06/2004 · owns 75% or more of P••••• A•••• M••••••••• ••••••• L••••••

Entity owners

P••••• A•••• M••••••••• L•••••• · Shareholder
direct · owns 75% or more
P••••• A•••• M••••••••• ••••••• L•••••• · Owner
indirect · owns 75% or more of P••••• A•••• M••••••••• L••••••
T•• F••• H••••••• L•••••• · Owner
indirect · owns 75% or more of T•• F••• S••••••• ••• L••••••
T•• F••• S••••••• ••• L•••••• · Owner
indirect · owns 75% or more of T•• F••• S••••••• •••••••• L••
T•• C••••••••• I••••••••• F••• M••••••••• ••••••• L•••••• · Owner
indirect · owns 75% or more of T•• F••• H••••••• L••••••
T•• F••• S••••••• •••••••• L•• · Shareholder
direct · owns 10% to 25%

Related persons

Schedule D 7.A

P••••• A•••• M••••••••• ••••••••• L••
investment advisern
P••••• G•••••• P•••••• L••••••
bankpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Assets in custody · $11B to $11B
Jul 31, 2025 to Jun 29, 2026
Discretionary RAUM · $11B to $11B
Jul 31, 2025 to Jun 29, 2026
Pooled vehicle RAUM · $6.2B to $6.1B
Jul 31, 2025 to Jun 29, 2026
RAUM · $11B to $11B
Jul 31, 2025 to Jun 29, 2026
Financial planning clients · unset to
Jun 30, 2025 to Jul 31, 2025
Assets in custody · $11B to $11B
Apr 24, 2025 to Jun 30, 2025
Discretionary RAUM · $12B to $11B
Apr 24, 2025 to Jun 30, 2025
Pooled vehicle RAUM · $5.9B to $6.2B
Apr 24, 2025 to Jun 30, 2025
RAUM · $12B to $11B
Apr 24, 2025 to Jun 30, 2025
Business name · P••••• A•••• M••••••••• E••••• L•••••• to P••••• A•••• M••••••••• J••••• L••••••
May 31, 2024 to Apr 24, 2025
Employees · 2 to 1
May 31, 2024 to Apr 24, 2025
HQ city · LONDON to
May 31, 2024 to Apr 24, 2025
HQ state · unset to
May 31, 2024 to Apr 24, 2025
Legal name · P••••• A•••• M••••••••• E••••• L•••••• to P••••• A•••• M••••••••• J••••• L••••••
May 31, 2024 to Apr 24, 2025
Related adviser · true to false
May 31, 2024 to Apr 24, 2025
Accounts · 15 to 16
Jan 2, 2024 to May 31, 2024
Charity clients · 7 to 8
Jan 2, 2024 to May 31, 2024
Assets in custody · $7.1B to $11B
Jan 2, 2024 to May 31, 2024
Discretionary RAUM · $7.6B to $12B
Jan 2, 2024 to May 31, 2024
Pooled vehicle RAUM · $3.5B to $5.9B
Jan 2, 2024 to May 31, 2024
RAUM · $7.6B to $12B
Jan 2, 2024 to May 31, 2024
Assets in custody · $6.6B to $7.1B
Mar 31, 2022 to Mar 30, 2023
Discretionary RAUM · $7.1B to $7.6B
Mar 31, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $3.0B to $3.5B
Mar 31, 2022 to Mar 30, 2023
RAUM · $7.1B to $7.6B
Mar 31, 2022 to Mar 30, 2023
Assets in custody · $6.3B to $6.6B
Mar 31, 2021 to Mar 31, 2022
Discretionary RAUM · $6.8B to $7.1B
Mar 31, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $3.0B to $3.0B
Mar 31, 2021 to Mar 31, 2022
RAUM · $6.8B to $7.1B
Mar 31, 2021 to Mar 31, 2022
Assets in custody · $5.1B to $6.3B
May 11, 2020 to Mar 31, 2021
Discretionary RAUM · $5.5B to $6.8B
May 11, 2020 to Mar 31, 2021
Pooled vehicle RAUM · $2.5B to $3.0B
May 11, 2020 to Mar 31, 2021
RAUM · $5.5B to $6.8B
May 11, 2020 to Mar 31, 2021
Assets in custody · $4.4B to $5.1B
Mar 28, 2019 to Mar 30, 2020
Discretionary RAUM · $4.7B to $5.5B
Mar 28, 2019 to Mar 30, 2020
Pooled vehicle RAUM · $2.3B to $2.5B
Mar 28, 2019 to Mar 30, 2020
RAUM · $4.7B to $5.5B
Mar 28, 2019 to Mar 30, 2020
Accounts · 16 to 15
Oct 8, 2018 to Mar 28, 2019
Advisory employees · 2 to 1
Oct 8, 2018 to Mar 28, 2019
Pooled vehicle clients · 7 to 6
Oct 8, 2018 to Mar 28, 2019

Signals

6 dated events

P••••• A•••• M••••••••• J••••• L•••••• reported RAUM $11.6B, up 52% from $7.6B (2024-01-02 to 2024-05-31)
May 31, 2024 · RAUM change · derived
Nath Rahul Moodgal (Director) appeared on Schedule A of P••••• A•••• M••••••••• J••••• L••••••
Mar 28, 2019 · Control person joined · fact
Frank Thorsten Doerr (Chief Compliance Officer) appeared on Schedule A of P••••• A•••• M••••••••• J••••• L••••••
Mar 28, 2019 · Control person joined · fact
Eg Mads Gensmann (Director) no longer on Schedule A of P••••• A•••• M••••••••• J••••• L•••••• (listed 2018-10-08, absent 2019-03-28)
Mar 28, 2019 · Control person left · inference
P••••• A•••• M••••••••• E••••• L•••••• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Jan 2, 2015 · Succession (Item 4) · fact
P••••• A•••• M••••••••• E••••• L•••••• filed its initial SEC registration (Form ADV)
Jan 2, 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: p•••••••••.jereportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 44 1534 680959reportedpublic record, Form ADV, Jun 29, 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: n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026