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
A••••
Legal name A•••• C••••••• L••
Latest filing Jul 30, 2026
First filing on the tape Oct 1, 2015 · 27 filings
SEC status approved since Oct 20, 2015
RAUM
$4.4B
reported, Item 5.F
Discretionary
97%
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
40
24 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
1
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$4.4B as of Jul 30, 2026
Feb 4, 2016$360M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Feb 4, 20160 then
Employees (5.A)40 as of Jul 30, 2026
Feb 4, 201615 then
Private funds1 as of Jul 30, 2026
Mar 30, 20181 then
RAUM +35% over the last fiscal year+9.8% a year over threeIARs 0 to 0offices 4 to 5
Practice profile
derived from the filing of Jul 30, 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
- $399MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 97%derivedof RAUM
- Institutional
- 2.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $4.4B, 8 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.3B97%
- Insurance companies$66.6M1.5%
- Pension and profit-sharing plans$29.4M0.7%
- Other investment advisers$28.0M0.6%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.4B for 8 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.98 institutional_share=0.02 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• M••••••• F•••• L••• | Real Estate Fund | $1.3B | 176 | Apr 1, 2020 |
| A•••• C•••••• D••• O••••••••• F•••• L•••no longer reported | Real Estate Fund | $113M | 56 | Mar 30, 2018 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• A•••••• D••• · Managing Partnercontrolsince 01/2017 · owns less than 5%
- F••••• M•••• S••••• · President & Ceo, Managing Membercontrolsince 05/2012 · owns less than 5%
- H••••• G•••••• · Managing Directorcontrolsince 09/2017 · owns less than 5%
- J••••••••• J•••••• A•••• · General Counsel & Ccocontrolsince 06/2015 · owns less than 5%
- P••••••• R••••••• A•••••• · Chief Financial Officercontrolsince 06/2020 · owns less than 5%
- P•••••• M••••••• A•••••• · Senior Vice Presidentcontrolsince 04/2021 · owns less than 5%
- R•••••••• M•••••• E••••• · Managing Directorcontrolsince 01/2013 · owns less than 5%
Entity owners
- A•••• C•••••• C•••• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•••• C•••••• C••••pooled vehicle sponsory
- A•••• D••••••••• M••••••••• L••investment companyn
Offices
Schedule D 1.F, the 25 largest
- Philadelphia, PA1 employees
- Acton, MA1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 12 to 11Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 22 to 24Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $3.2B to $4.4BMar 31, 2025 to Mar 30, 2026
- Employees · 38 to 40Mar 31, 2025 to Mar 30, 2026
- Other offices · 4 to 5Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $3.1B to $4.3BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $106M to $124MMar 31, 2025 to Mar 30, 2026
- Pension RAUM · $7.4M to $29.4MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $3.1B to $4.3BMar 31, 2025 to Mar 30, 2026
- RAUM · $3.2B to $4.4BMar 31, 2025 to Mar 30, 2026
- Advisory employees · 19 to 22Apr 23, 2024 to Mar 31, 2025
- Assets in custody · $3.6B to $3.2BApr 23, 2024 to Mar 31, 2025
- Employees · 37 to 38Apr 23, 2024 to Mar 31, 2025
- Financial planning clients · unset to Apr 23, 2024 to Mar 31, 2025
- Other offices · 5 to 4Apr 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.5B to $3.1BApr 23, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $151M to $106MApr 23, 2024 to Mar 31, 2025
- Pension RAUM · $28.3M to $7.4MApr 23, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.5B to $3.1BApr 23, 2024 to Mar 31, 2025
- RAUM · $3.6B to $3.2BApr 23, 2024 to Mar 31, 2025
- Advisory employees · 26 to 19Jun 7, 2023 to Mar 28, 2024
- Assets in custody · $3.3B to $3.6BJun 7, 2023 to Mar 28, 2024
- Employees · 47 to 37Jun 7, 2023 to Mar 28, 2024
- Other offices · 4 to 5Jun 7, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.1B to $3.5BJun 7, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $187M to $151MJun 7, 2023 to Mar 28, 2024
- Pension RAUM · $32.6M to $28.3MJun 7, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.1B to $3.5BJun 7, 2023 to Mar 28, 2024
- RAUM · $3.3B to $3.6BJun 7, 2023 to Mar 28, 2024
- Assets in custody · $3.1B to $3.3BMar 27, 2023 to Jun 7, 2023
- Other offices · 5 to 4Mar 27, 2023 to Jun 7, 2023
- Advisory employees · 24 to 26Nov 16, 2022 to Mar 27, 2023
- Assets in custody · $2.7B to $3.1BNov 16, 2022 to Mar 27, 2023
- Discretionary RAUM · $2.7B to $3.1BNov 16, 2022 to Mar 27, 2023
- Non-discretionary RAUM · $187M to $187MNov 16, 2022 to Mar 27, 2023
- Pension RAUM · $33.4M to $32.6MNov 16, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $2.7B to $3.1BNov 16, 2022 to Mar 27, 2023
- RAUM · $2.9B to $3.3BNov 16, 2022 to Mar 27, 2023
- Discretionary RAUM · $4.2B to $2.7BMar 28, 2022 to Nov 16, 2022
Signals
10 dated events
- Acres reported RAUM $4.4B, up 35% from $3.2B (2025-03-31 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Acres reported RAUM $2.9B, down 34% from $4.4B (2022-03-28 to 2022-11-16)Nov 16, 2022 · RAUM change · derived
- A•••••• Michael Pierro (Senior Vice President) appeared on Schedule A of AcresMar 28, 2022 · Control person joined · fact
- Prior Wendy Fentress (Member) no longer on Schedule A of Acres (listed 2021-11-02, absent 2022-03-28)Mar 28, 2022 · Control person left · inference
- Acres reported RAUM $4.4B, up 89% from $2.3B (2021-11-02 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- A•••••• R•••••• P•••••• (Chief Financial Officer) appeared on Schedule A of AcresMar 24, 2021 · Control person joined · fact
- P••• R•••••• S••••• (Chief Financial Officer) no longer on Schedule A of Acres (listed 2020-11-23, absent 2021-03-24)Mar 24, 2021 · Control person left · inference
- Prior Wendy Fentress (Member) appeared on Schedule A of AcresNov 23, 2020 · Control person joined · fact
- Acres reported RAUM $2.5B, up 395% from $495.9M (2020-04-01 to 2020-08-18)Aug 18, 2020 · RAUM change · derived
- Acres filed its initial SEC registration (Form ADV)Oct 1, 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
- A••••CAP.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 516-535-0015reportedpublic record, Form ADV, Jul 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
- 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
Across the graphs
A•••• 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.
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