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
K••••••• A•••• M••••••••• L••••••
Latest filing Mar 30, 2026
First filing on the tape May 29, 2015 · 23 filings
SEC status approved since Jul 7, 2015
RAUM
$163B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$69.6M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
45
41 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
23 filings and snapshots on the tape
RAUM$163B as of Mar 30, 2026
Mar 24, 2016$56B then
HNW client RAUM: $69.6M
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 24, 20160 then
Employees (5.A)45 as of Mar 30, 2026
Mar 24, 201622 then
Private funds: no history
RAUM +20% over the last fiscal year+18% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Mar 30, 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
- $69.6MderivedHNW RAUM over HNW clients
- Average account
- $4.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 67%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
- +20%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 assetsreportedItem 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
- Insurance companies$102B63%
- Other investment advisers$34B21%
- Pooled investment vehicles$19B12%
- Pension and profit-sharing plans$6.5B4.0%
- Sovereign wealth funds$617M0.4%
- Charitable organizations$154M0.1%
- High-net-worth individuals$69.6M0.0%
- Individual clients
- n/areported
- HNW clients
- 1reported
- Pension plan clients
- 12reported
- Charitable clients
- 2reported
- Accounts
- 36reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.33 institutional_share=0.67 related_bd=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• P••••••• C••••••••• · Director, Chief Executive Officercontrolsince 07/2007 · owns less than 5%
- D••••••• K•••••• P•••••• · Directorcontrolsince 10/2013 · owns less than 5%
- M••••••••• A••••••• T••••• · Directorcontrolsince 04/2022 · owns less than 5%
- M•••••• R••• · Directorcontrolsince 06/2019 · owns less than 5%
- N••••• A••••• M•••••• · Chief Compliance Officercontrolsince 05/2024 · owns less than 5%
- O• N••••• C••• · Directorcontrolsince 11/2020 · owns less than 5%
- R••••• D•••••• · Directorcontrolsince 12/2020 · owns less than 5%
- S••••••• S••••••• M•••• · Directorcontrolsince 10/2022 · owns less than 5%
- S••••••••• R•••• · Chairman And Directorcontrolsince 04/2019 · owns less than 5%
- D••••••••• A••••• R•••• · Trusteecontrolsince 10/2013 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D••••••••• P•••• G•• · Trusteecontrolsince 10/2013 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D•••• G•••• A••••• · Trusteecontrolsince 05/2023 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- F••••••• G••••••• J•••• · Trusteecontrolsince 02/2024 · owns F of T•• D•••••••• F••••• R•••••••• T••••
- D••••••••• S•••••• C••••••• · Trustee, Non-Votingsince 03/2018 · owns F of T•• D•••••••• F••••• R•••••••• T••••
Entity owners
- T•• C••••• L••• G•••• ••• L•••••• · Sole Proprietordirect · owns 75% or more
- C••••• L••• C•••••• C••••••••• I••• · Shareholderindirect · owns 75% or more of C••••• L••• I••••••••• H••••••• L••••••
- C••••• L••• I••••••••• H••••••• L•••••• · Shareholderindirect · owns 75% or more of T•• C••••• L••• G•••• ••• L••••••
- G••••••••• L••••• I••• · Shareholderindirect · owns 75% or more of T•• C••••• L••• A•••••••• C••••••
- P•••••• H•••••• I••• · Shareholderindirect · owns 50% to 75% of P•••• C••••••••• O• C•••••
- P•••• C••••••••• O• C••••• · Shareholderindirect · owns 75% or more of P•••• F•••••••• C•••••••••
- P•••• F•••••••• C••••••••• · Shareholderindirect · owns 50% to 75% of G••••••••• L••••• I•••
- T•• C••••• L••• A•••••••• C•••••• · Shareholderindirect · owns 75% or more of C••••• L••• C•••••• C••••••••• I•••
- T•• D•••••••• F••••• R•••••••• T•••• · Shareholderindirect · owns 75% or more of P•••••• H•••••• I•••
Related persons
Schedule D 7.A
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 30, 2026employees (Item 5.A) moved from 30.0 to 45.0 (+50.0%) between the annual amendments of 2025-03-28 and 2026-03-30; the peer median change was +3.0% (111 comparable advisers, 97.0th percentile of changes)peers: other advisers, $20B and over (111) · 97% percentile
What changed
consecutive filings, newest first
- Accounts · 33 to 36Oct 24, 2025 to Mar 30, 2026
- Advisory employees · 28 to 41Oct 24, 2025 to Mar 30, 2026
- Charity clients · 1 to 2Oct 24, 2025 to Mar 30, 2026
- HNW clients · unset to 1.0Oct 24, 2025 to Mar 30, 2026
- Employees · 30 to 45Oct 24, 2025 to Mar 30, 2026
- Other offices · 0 to 1Oct 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $136B to $163BOct 24, 2025 to Mar 30, 2026
- HNW RAUM · unset to 69640138.0Oct 24, 2025 to Mar 30, 2026
- Pension RAUM · $6.6B to $6.5BOct 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $27B to $19BOct 24, 2025 to Mar 30, 2026
- RAUM · $136B to $163BOct 24, 2025 to Mar 30, 2026
- Business name · I•••• L••• I••••••••• M••••••• L•••••• to K••••••• A•••• M••••••••• L••••••Mar 28, 2025 to Oct 24, 2025
- Financial planning clients · 0 to 0Mar 28, 2025 to Oct 24, 2025
- Legal name · I•••• L••• I••••••••• M••••••• L•••••• to K••••••• A•••• M••••••••• L••••••Mar 28, 2025 to Oct 24, 2025
- Advisory employees · 23 to 28Feb 6, 2025 to Mar 28, 2025
- Employees · 25 to 30Feb 6, 2025 to Mar 28, 2025
- Organization form · Limited Liability Company to Other (specify)Feb 6, 2025 to Mar 28, 2025
- Discretionary RAUM · $119B to $136BFeb 6, 2025 to Mar 28, 2025
- Pension RAUM · $6.6B to $6.6BFeb 6, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $22B to $27BFeb 6, 2025 to Mar 28, 2025
- RAUM · $119B to $136BFeb 6, 2025 to Mar 28, 2025
- HQ state · unset to Jun 17, 2024 to Feb 6, 2025
- Advisory employees · 28 to 23Mar 28, 2023 to Mar 27, 2024
- Pension plan clients · 13 to 12Mar 28, 2023 to Mar 27, 2024
- Employees · 31 to 25Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $99B to $119BMar 28, 2023 to Mar 27, 2024
- Pension RAUM · $5.9B to $6.6BMar 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $17B to $22BMar 28, 2023 to Mar 27, 2024
- RAUM · $99B to $119BMar 28, 2023 to Mar 27, 2024
- Advisory employees · 22 to 28Nov 10, 2022 to Mar 28, 2023
- Pension plan clients · 12 to 13Nov 10, 2022 to Mar 28, 2023
- Employees · 25 to 31Nov 10, 2022 to Mar 28, 2023
- HQ city · DUBLIN to DUBLIN 1Nov 10, 2022 to Mar 28, 2023
- Discretionary RAUM · $118B to $99BNov 10, 2022 to Mar 28, 2023
- Pension RAUM · $8.1B to $5.9BNov 10, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $20B to $17BNov 10, 2022 to Mar 28, 2023
- RAUM · $118B to $99BNov 10, 2022 to Mar 28, 2023
- Accounts · 35 to 33Jun 10, 2021 to Mar 30, 2022
- Pension plan clients · 16 to 12Jun 10, 2021 to Mar 30, 2022
- Pooled vehicle clients · 4 to 5Jun 10, 2021 to Mar 30, 2022
Signals
19 dated events
- M•••••• A•••• N•••• (Chief Compliance Officer) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Jun 17, 2024 · Control person joined · fact
- John Donal Woodcock (Chief Compliance Officer) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2024-04-10, absent 2024-06-17)Jun 17, 2024 · Control person left · inference
- James Gregory Fleming (Trustee) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Apr 10, 2024 · Control person joined · fact
- Guy Fortin (Trustee) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2023-03-28, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Albert Gary Doer (Trustee) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Mar 27, 2024 · Control person joined · fact
- Michel Plessis-Belair (Trustee) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2022-11-10, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- T••••• A•••••• Macguinness (Director) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••May 13, 2022 · Control person joined · fact
- Gerard James Keenan (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2021-03-30, absent 2021-06-10)Jun 10, 2021 · Control person left · inference
- C••• O N•••• (Director) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Mar 30, 2021 · Control person joined · fact
- D•••••• R•••• (Director) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Mar 30, 2021 · Control person joined · fact
- Padraig Ruairi O'Flynn (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2020-03-30, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Francis Michael O'Brien (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2019-08-16, absent 2020-01-07)Jan 7, 2020 · Control person left · inference
- Edward William Kyle (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2019-03-29, absent 2019-08-16)Aug 16, 2019 · Control person left · inference
- Eric John Occleshaw (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2019-03-29, absent 2019-08-16)Aug 16, 2019 · Control person left · inference
- Gordon Peter Munro (Chairman And Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2019-03-29, absent 2019-08-16)Aug 16, 2019 · Control person left · inference
- Timothy Declan Bolger (Director) no longer on Schedule A of K••••••• A•••• M••••••••• L•••••• (listed 2019-03-29, absent 2019-08-16)Aug 16, 2019 · Control person left · inference
- R•••• S••••••••• (Chairman And Director) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Aug 16, 2019 · Control person joined · fact
- R••• M••••• (Director) appeared on Schedule A of K••••••• A•••• M••••••••• L••••••Aug 16, 2019 · Control person joined · fact
- I•••• L••• I••••••••• M••••••• L•••••• filed its initial SEC registration (Form ADV)May 29, 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
- Firm profile
- linkedin.com/company/keyridgereportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- linkedin.com/company/setanta-asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- keyridge.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 00 353 1 704 2000reportedpublic record, Form ADV, Mar 30, 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