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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A•••• C••••••• L•
Latest filing Apr 13, 2026
First filing on the tape Apr 14, 2015 · 29 filings
SEC status approved since Apr 22, 2015
RAUM
$18B
reported, Item 5.F
Discretionary
44%
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
121
70 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
11
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$18B as of Apr 13, 2026
Mar 23, 2016$1.4B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 13, 2026
Mar 23, 20160 then
Employees (5.A)121 as of Apr 13, 2026
Mar 23, 201639 then
Private funds11 as of Apr 13, 2026
Mar 30, 20182 then
RAUM -4.4% over the last fiscal year-4.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 13, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $630MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 44%derivedof RAUM
- Institutional
- 71%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.4%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
- Custody
- $5.2B, 17 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)
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Insurance companies$13B71%
- Pooled investment vehicles$5.2B29%
- Other investment advisers$28.5M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 29reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $5.2B for 17 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.29 institutional_share=0.71 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
Private funds
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• C••••• P••••••• I• R•••• I•• | Real Estate Fund | $1.1B | 144 | Mar 31, 2023 |
| A•••• C••••• P••••••• I•• L• | Real Estate Fund | $1.1B | 19 | Mar 31, 2023 |
| A•••• C••••• I• R•••• I••• | Real Estate Fund | $1.0B | 151 | Mar 30, 2018 |
| A•••• C••••• I•• L• | Real Estate Fund | $1.0B | 26 | Mar 30, 2018 |
| A••• C••••••• L• | Real Estate Fund | $439M | 5 | Mar 31, 2022 |
| A•••• C•••••• S•••••• S••••••••• L• | Real Estate Fund | $400M | 96 | Mar 31, 2021 |
| A•••• C•••••• S• A••• L• | Hedge Fund | $244M | 96 | Mar 31, 2021 |
| A•••• C•• D••• R•••• I•• | Real Estate Fund | $98.7M | 127 | Mar 31, 2021 |
| A•••• C••••• I• ••••••••• L•no longer reported | Hedge Fund | $42.6M | 15 | Mar 30, 2020 |
| A•••• C••••• I• •••••••• M••••••• L• | Real Estate Fund | $42.0M | 15 | Mar 31, 2021 |
| A•••• C•• D••• H•••••••• L•no longer reported | Hedge Fund | $17.3M | 2 | Mar 30, 2020 |
| A•••• C•••••• S•••••• S••••••••• N• A••• L• | Hedge Fund | $11.6M | 45 | Mar 31, 2021 |
| A•••• C•••••• S• O••••••• A••• L•• | Hedge Fund | $5.6M | 16 | Mar 31, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• W•••••• R••••• · Ceo And Managing Partnercontrolsince 04/2015 · owns 5% to 10%
- F••••••• B•••• W••••••• · Managing Partnercontrolsince 04/2015 · owns 5% to 10%
- T•••••••• C••••••••• D•••• · Managing Partnercontrolsince 04/2015 · owns 5% to 10%
- W•••• P••••• S•••••• · Managing Partnercontrolsince 05/2015 · owns 5% to 10%
- W••••••••• M••••••• P•••••• · Chief Financial Officercontrolsince 05/2024 · owns less than 5%
- B••••••• S••••••• N••••• · Managercontrolsince 12/2015 · owns F of R•• H•••••••• L••
- B••••••• S••••••• N••••• · Trusteecontrolsince 06/2011 · owns F of R••••• R••••••••• 2••• G••••••••• T••••
- K••••••••• S••••••• A••••• · Sole Ownercontrolsince 08/2022 · owns F of S• A•••• H•••••••• L••
- S••••••• D•••••• A••• · Trusteecontrolsince 03/2019 · owns F of D••••• A• S•••••• R•••••••• T••••
- S••••••• J•••• A•••••• · Trusteecontrolsince 03/2019 · owns F of J••• A• S•••••• R•••••••• T••••
- K•••••••• D••••• A••••• · Chief Compliance Officersince 08/2024 · owns less than 5%
- T•••••• L•••••••• B•••• W•••••• · General Counselsince 07/2021 · owns less than 5%
Entity owners
- A•••• C•••••• G•• L•• · General Partner Of Registrantdirect · owns less than 5%
- D••••• A• S•••••• R•••••••• T•••• · Ownerindirect · owns 50% to 75% of S•••••• P••••••••• I••• L••
- J••• A• S•••••• R•••••••• T•••• · Ownerindirect · owns 50% to 75% of S•••••• P••••••••• I••• L••
- P••••••• W•••• I••• · Managerindirect · owns F of R••••• R••••••••• A••••••••• L••
- R•• H•••••••• L•• · Managerindirect · owns F of R•• A•••• H•••••••• L••
- R••••• R••••••••• 2••• G••••••••• T•••• · Ownerindirect · owns 50% to 75% of R••••• R••••••••• A••••••••• L••
- R••••• R••••••••• A••••••••• L•• · Ownerindirect · owns 75% or more of R•• A•••• H•••••••• L••
- R••••• R••••••••• N•• 2••• B••••••• T•••• · Ownerindirect · owns 25% to 50% of R•• A•••• H•••••••• L••
- R••••• R••••••••• S•• F••••• T•••• · Ownerindirect · owns 75% or more of R••••••••• S•• C••••
- R••••••••• S•• C•••• · Memberindirect · owns 25% to 50% of R••••• R••••••••• A••••••••• L••
- R•• A•••• H•••••••• L•• · Partnerdirect · owns 10% to 25%
- S•••••• P••••••••• I••• L•• · Partnerdirect · owns 10% to 25%
- S• A•••• H•••••••• L•• · Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A•••• C•••••• S•••••• S••••••••• G•• L•bankpooled vehicle sponsorn
- A•••• C••••• F•••• G•• L••bankpooled vehicle sponsorn
- A•••• C••••• I• G•• L•bankpooled vehicle sponsorn
- A•••• C••••• P••••••• I• G•• L•bankpooled vehicle sponsorn
- C••••••••• D• T•••••••investment companyy
Advisers that list A•••• C••••••• L• as a related person
- 133040 n
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX42 employees
- New York, NY36 employees
- Los Angeles, CA9 employees
- Miami, FL3 employees
What changed
consecutive filings, newest first
- Accounts · 31 to 29Apr 2, 2025 to Mar 19, 2026
- Advisory employees · 81 to 70Apr 2, 2025 to Mar 19, 2026
- Pooled vehicle clients · 19 to 17Apr 2, 2025 to Mar 19, 2026
- Assets in custody · $3.8B to $5.2BApr 2, 2025 to Mar 19, 2026
- Employees · 124 to 121Apr 2, 2025 to Mar 19, 2026
- HQ city · SAN FRANCISCO to NEW YORKApr 2, 2025 to Mar 19, 2026
- HQ state · CA to NYApr 2, 2025 to Mar 19, 2026
- Discretionary RAUM · $6.5B to $8.0BApr 2, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $13B to $10BApr 2, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $3.8B to $5.2BApr 2, 2025 to Mar 19, 2026
- RAUM · $19B to $18BApr 2, 2025 to Mar 19, 2026
- Related adviser · false to trueApr 2, 2025 to Mar 19, 2026
- Accounts · 24 to 31Aug 22, 2024 to Apr 2, 2025
- Advisory employees · 120 to 81Aug 22, 2024 to Apr 2, 2025
- Pooled vehicle clients · 12 to 19Aug 22, 2024 to Apr 2, 2025
- Assets in custody · $21.5M to $3.8BAug 22, 2024 to Apr 2, 2025
- Employees · 126 to 124Aug 22, 2024 to Apr 2, 2025
- Financial planning clients · 0 to 0Aug 22, 2024 to Apr 2, 2025
- Private funds · 8 to 11Aug 22, 2024 to Apr 2, 2025
- Discretionary RAUM · $6.2B to $6.5BAug 22, 2024 to Apr 2, 2025
- Non-discretionary RAUM · $14B to $13BAug 22, 2024 to Apr 2, 2025
- Pooled vehicle RAUM · $3.1B to $3.8BAug 22, 2024 to Apr 2, 2025
- RAUM · $20B to $19BAug 22, 2024 to Apr 2, 2025
- Accounts · 28 to 24Sep 15, 2023 to Mar 29, 2024
- Advisory employees · 105 to 120Sep 15, 2023 to Mar 29, 2024
- Pooled vehicle clients · 16 to 12Sep 15, 2023 to Mar 29, 2024
- Assets in custody · $20.7M to $21.5MSep 15, 2023 to Mar 29, 2024
- Employees · 105 to 126Sep 15, 2023 to Mar 29, 2024
- Private funds · 11 to 8Sep 15, 2023 to Mar 29, 2024
- Discretionary RAUM · $6.4B to $6.2BSep 15, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $15B to $14BSep 15, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.7B to $3.1BSep 15, 2023 to Mar 29, 2024
- RAUM · $21B to $20BSep 15, 2023 to Mar 29, 2024
- HQ city · LARKSPUR to SAN FRANCISCOMay 31, 2023 to Sep 15, 2023
- Accounts · 25 to 28Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 101 to 105Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 14 to 16Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $12B to $20.7MMar 31, 2022 to Mar 31, 2023
- Employees · 101 to 105Mar 31, 2022 to Mar 31, 2023
- Financial planning clients · unset to 0Mar 31, 2022 to Mar 31, 2023
Signals
8 dated events
- Patrick Michael Wilkinson (Chief Financial Officer) appeared on Schedule A of A•••• C••••••• L•Aug 8, 2024 · Control person joined · fact
- Michael David Cordova (Chief Financial Officer) no longer on Schedule A of A•••• C••••••• L• (listed 2023-09-15, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- A•••••• J••• S•••••• (Trustee) appeared on Schedule A of A•••• C••••••• L•Mar 31, 2023 · Control person joined · fact
- Robert Rosenkranz (Sole Owner) no longer on Schedule A of A•••• C••••••• L• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- A•••• C••••••• L• reported RAUM $14.3B, up 36% from $10.5B (2019-04-30 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- A•••• C••••••• L• reported RAUM $10.2B, up 31% from $7.8B (2018-06-04 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- A•••• C••••••• L• reported RAUM $7.8B, up 67% from $4.7B (2017-08-28 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
- A•••• C••••••• L• filed its initial SEC registration (Form ADV)Apr 14, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••• C••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/acore-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 235-1280reportedpublic record, Form ADV, Apr 13, 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
- Institutional managerderiveda 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
Across the graphs
A•••• C••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…