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
I•••••••• A•
Latest filing May 22, 2026
First filing on the tape Jul 2, 2015 · 20 filings
SEC status approved since Jul 14, 2015
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.5B as of May 22, 2026
Mar 30, 2016$197M then
HNW client RAUM$37.2M as of Mar 27, 2020
Mar 14, 2019$29.4M then
State-registered IARs (5.B.3)0 as of May 22, 2026
Mar 30, 20160 then
Employees (5.A)6 as of May 22, 2026
Mar 30, 20164 then
Private funds4 as of May 22, 2026
Mar 30, 20161 then
RAUM +4.9% over the last fiscal year+3.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 22, 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
- $274MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 20%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.9%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
- 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$1.6B67%
- Sovereign wealth funds$488M20%
- Corporations and businesses$336M14%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.67 institutional_share=0.2 related_bd=false related_bank=false 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
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| I•••••••• A••••• V•••• L••• O••• M••••• F•••• S••••••• O• I•••••••• I••••••••• F•••• I••• | Hedge Fund | $2.0B | 83 | Mar 31, 2017 |
| I•••••••• I••••••••• F•••• P•• • I•••••••• A••••• V•••• F•••no longer reported | Hedge Fund | $81.0M | 29 | Jul 2, 2015 |
| I•••••••• A••••• V•••• M••••• F•••• S••••••• O• I•••••••• I••••••••• F•••• I••• | Hedge Fund | $76.5M | 39 | Mar 31, 2017 |
| I•••••••• S•••••• O••••••••• F•••• S••••••• O• I•••••••• I••••••••• F•••• I••• | Hedge Fund | $39.5M | 1 | Mar 14, 2019 |
Owners and control persons
Schedule A and B, latest filing
- A•••••• N•••••• D•• · Owner In C•••••• J•••• H•••••• A•controlsince 03/2014 · owns 75% or more of C•••••• J•••• H•••••• A•
- B•••••••• M••••• A••• · Owner In E••• C•••••• A•controlsince 03/2014 · owns 75% or more of E••• C•••••• A•
- H••••• W•••••• · Owner In P•••••• A•controlsince 12/2005 · owns 75% or more of P•••••• A•
- K•••• H•••••• A•••••••• · Owner In A• H• K••• • C•controlsince 08/2014 · owns 75% or more of A• H• K••• • C•
- A•••••• D••• N••••• · Directorsince 07/2014 · owns less than 5%
- E•••• G••••• · Chief Compliance Officersince 07/2023 · owns less than 5%
- H••••••••• P••••• U•••• · Chairmansince 07/2014 · owns less than 5%
- H••••• W•••••• · Directorsince 07/2014 · owns less than 5%
- K••••••••• G•• · Directorsince 05/2023 · owns less than 5%
- K•••• H••••••• A•••••••• · Directorsince 09/2015 · owns less than 5%
Entity owners
- I•••••••• H•••••• A• · Ownerdirect · owns 75% or more
- A• H• K••• • C• · Owner In I•••••••• H•••••• A• - B Sharesindirect · owns 25% to 50% of I•••••••• H•••••• A•
- C•••••• J•••• H•••••• A• · Owner In I•••••••• H•••••• A• - B Sharesindirect · owns 25% to 50% of I•••••••• H•••••• A•
- E••• C•••••• A• · Owner In I•••••••• H•••••• A• - B Sharesindirect · owns 25% to 50% of I•••••••• H•••••• A•
- P•••••• A• · Owner In S••••• A•••• M••••••••• A•indirect · owns 25% to 50% of S••••• A•••• M••••••••• A•
- S••••••••• A• · Owner In I•••••••• H•••••• A• - A Sharesindirect · owns 75% or more of I•••••••• H•••••• A•
- S••••• A•••• M••••••••• A• · Ownerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Stockholm, Sweden2 employees
What changed
consecutive filings, newest first
- Private funds · 3 to 4Apr 9, 2026 to May 22, 2026
- Discretionary RAUM · $2.3B to $2.5BMar 28, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $1.7B to $1.6BMar 28, 2025 to Mar 24, 2026
- RAUM · $2.3B to $2.5BMar 28, 2025 to Mar 24, 2026
- Accounts · 8 to 9Mar 15, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 15, 2024 to Mar 28, 2025
- HQ state · unset to Mar 15, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.4B to $2.3BMar 15, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $2.1B to $1.7BMar 15, 2024 to Mar 28, 2025
- RAUM · $2.4B to $2.3BMar 15, 2024 to Mar 28, 2025
- Accounts · 7 to 8Jul 31, 2023 to Mar 15, 2024
- Pooled vehicle clients · 3 to 4Jul 31, 2023 to Mar 15, 2024
- Employees · 5 to 6Jul 31, 2023 to Mar 15, 2024
- Discretionary RAUM · $2.2B to $2.4BJul 31, 2023 to Mar 15, 2024
- Pooled vehicle RAUM · $1.9B to $2.1BJul 31, 2023 to Mar 15, 2024
- RAUM · $2.2B to $2.4BJul 31, 2023 to Mar 15, 2024
- Discretionary RAUM · $2.6B to $2.2BNov 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.3B to $1.9BNov 14, 2022 to Mar 31, 2023
- RAUM · $2.6B to $2.2BNov 14, 2022 to Mar 31, 2023
- Accounts · 6 to 7Mar 31, 2021 to Mar 31, 2022
- Other offices · 0 to 1Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.7B to $2.6BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $2.3BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.7B to $2.6BMar 31, 2021 to Mar 31, 2022
- Accounts · 7 to 6Mar 27, 2020 to Mar 31, 2021
- Charity clients · 13.0 to unsetMar 27, 2020 to Mar 31, 2021
- Corporate clients · 12 to 4Mar 27, 2020 to Mar 31, 2021
- HNW clients · 20.0 to unsetMar 27, 2020 to Mar 31, 2021
- Pooled vehicle clients · unset to 3.0Mar 27, 2020 to Mar 31, 2021
- Employees · 4 to 5Mar 27, 2020 to Mar 31, 2021
- Discretionary RAUM · $1.4B to $1.7BMar 27, 2020 to Mar 31, 2021
- HNW RAUM · 37242031.0 to unsetMar 27, 2020 to Mar 31, 2021
- Pension RAUM · 4140993.0 to unsetMar 27, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · unset to 1293078996.0Mar 27, 2020 to Mar 31, 2021
- RAUM · $1.4B to $1.7BMar 27, 2020 to Mar 31, 2021
- Accounts · 8 to 7Mar 14, 2019 to Mar 27, 2020
- Charity clients · unset to 13.0Mar 14, 2019 to Mar 27, 2020
- Corporate clients · 2 to 12Mar 14, 2019 to Mar 27, 2020
- HNW clients · 18 to 20Mar 14, 2019 to Mar 27, 2020
- Pension plan clients · 1.0 to unsetMar 14, 2019 to Mar 27, 2020
Signals
11 dated events
- Kyrkjeboe Marthea Hvide (Owner In P•••••• A•) no longer on Schedule A of I•••••••• A• (listed 2022-03-31, absent 2022-08-29)Aug 29, 2022 · Control person left · inference
- Brit Kyrkjeboe (Owner In P•••••• A•) no longer on Schedule A of I•••••••• A• (listed 2022-03-31, absent 2022-08-29)Aug 29, 2022 · Control person left · inference
- Kyrkjeboe Marthea Hvide (Owner In P•••••• A•) appeared on Schedule A of I•••••••• A•Mar 31, 2022 · Control person joined · fact
- Brit Kyrkjeboe (Owner In P•••••• A•) appeared on Schedule A of I•••••••• A•Mar 31, 2022 · Control person joined · fact
- Dan Niklas Antman (Owner In C•••••• J•••• H•••••• A•) appeared on Schedule A of I•••••••• A•Mar 31, 2022 · Control person joined · fact
- Mikael Arne Berglund (Owner In E••• C•••••• A•) appeared on Schedule A of I•••••••• A•Mar 31, 2022 · Control person joined · fact
- I•••••••• A• reported RAUM $2.6B, up 60% from $1.7B (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- I•••••••• A• reported RAUM $1.4B, up 98% from $713.4M (2019-03-14 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- I•••••••• A• reported RAUM $713.4M, up 43% from $500.3M (2018-03-28 to 2019-03-14)Mar 14, 2019 · RAUM change · derived
- I•••••••• A• reported RAUM $500.3M, up 66% from $301.8M (2017-03-31 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- I•••••••• A• filed its initial SEC registration (Form ADV)Jul 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
- i••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 0047 23 01 29 00reportedpublic record, Form ADV, May 22, 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
- Asset manager (funds and pooled vehicles)deriveda 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