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
C••••••••• I••••••••• M••••••••• I••••••••• •••• L••
Latest filing Dec 12, 2025
First filing on the tape Aug 21, 2015 · 15 filings
SEC status approved since Sep 4, 2015
RAUM
$6.6B
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
23
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$6.6B as of Dec 12, 2025
Jan 2, 2018$9.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Dec 12, 2025
Dec 18, 20150 then
Employees (5.A)23 as of Dec 12, 2025
Dec 18, 201533 then
Private funds: no history
RAUM +54% over the last fiscal year-8.4% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Dec 12, 2025; 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
- $731MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 14%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
- +42%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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.7B86%
- Pension and profit-sharing plans$897M14%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 6reported
- 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=0.86 institutional_share=0.14 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• M•••• R••••• · Chief Compliance Officer/Head Of Global Risk And Compliancecontrolsince 10/2015 · owns less than 5%
- C••••••• N••••••• J•••• · Senior Portfolio Managercontrolsince 10/2015 · owns less than 5%
- K••••••••• P•••••• J••••••• · Head Of Retail And Member Of Executive Committeecontrolsince 10/2015 · owns less than 5%
- L••••••••• K•••• F•••••• · Chief Investment Officercontrolsince 10/2015 · owns less than 5%
- M•••••• C••••••• G••••• · Directorcontrolsince 10/2015 · owns less than 5%
- M•••••••• M••••••••• D•••••••• · Chief Financial Officercontrolsince 06/2019 · owns less than 5%
- P•••••• A••••• C••••••• · Chief Executive Officer/Director And Member Of The Executive Committeecontrolsince 10/2015 · owns less than 5%
- S••••• L••••••••• P•••• · Chief Operating Officer And Member Of Executive Committeecontrolsince 10/2015 · owns less than 5%
- T••••••• K•••••• •••• · Head Of Institutional Business And Memeber Of The Executive Committeecontrolsince 10/2015 · owns less than 5%
Entity owners
- C••••••••• F••• M••••••• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- C••••••••• A••••••••• I••••••••• M••••••• •••• L••investment advisern
- C••••••••• A•••• M••••••••• •••• L••investment adviserbankn
- C••••••••• F••• M••••••• L••pooled vehicle sponsory
- C••••••••• G••••• F••• M••••••• •••••••• L••••••investment adviserbankpooled vehicle sponsoryRAUM $9.9B
- C••••••••• I••••••••• L••••••investment adviseryRAUM $4.3B
- C••••••••• I••••••••• M••••••••• S• •••• L••pooled vehicle sponsorn
- C••••••••• I••••••••• S••••••• •••• L••pooled vehicle sponsorn
- C••••••••• L••• A•••••••• C•••••• L••••••real estaten
- C••••••••• M••••••••• C•••••• ••• •••• L••pooled vehicle sponsorn
- N•••••• A•••• M••••••••• L••investment advisern
Advisers that list C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 24 to 23Dec 9, 2024 to Dec 12, 2025
- Financial planning clients · unset to Dec 9, 2024 to Dec 12, 2025
- HQ state · unset to Dec 9, 2024 to Dec 12, 2025
- Discretionary RAUM · $6.1B to $6.6BDec 9, 2024 to Dec 12, 2025
- Pension RAUM · $792M to $897MDec 9, 2024 to Dec 12, 2025
- Pooled vehicle RAUM · $5.3B to $5.7BDec 9, 2024 to Dec 12, 2025
- RAUM · $6.1B to $6.6BDec 9, 2024 to Dec 12, 2025
- Employees · 25 to 24Feb 27, 2024 to Dec 9, 2024
- Discretionary RAUM · $4.1B to $6.1BFeb 27, 2024 to Dec 9, 2024
- Pension RAUM · $654M to $792MFeb 27, 2024 to Dec 9, 2024
- Pooled vehicle RAUM · $3.5B to $5.3BFeb 27, 2024 to Dec 9, 2024
- RAUM · $4.1B to $6.1BFeb 27, 2024 to Dec 9, 2024
- Discretionary RAUM · $4.3B to $4.1BDec 22, 2023 to Feb 27, 2024
- Pooled vehicle RAUM · $3.6B to $3.5BDec 22, 2023 to Feb 27, 2024
- RAUM · $4.3B to $4.1BDec 22, 2023 to Feb 27, 2024
- Accounts · 13 to 9Dec 7, 2022 to Dec 22, 2023
- Pension plan clients · 7 to 6Dec 7, 2022 to Dec 22, 2023
- Pooled vehicle clients · 6 to 3Dec 7, 2022 to Dec 22, 2023
- Employees · 27 to 25Dec 7, 2022 to Dec 22, 2023
- Discretionary RAUM · $5.2B to $4.3BDec 7, 2022 to Dec 22, 2023
- Pension RAUM · $710M to $654MDec 7, 2022 to Dec 22, 2023
- Pooled vehicle RAUM · $4.5B to $3.6BDec 7, 2022 to Dec 22, 2023
- RAUM · $5.2B to $4.3BDec 7, 2022 to Dec 22, 2023
- Accounts · 12 to 13Nov 26, 2021 to Dec 7, 2022
- Pooled vehicle clients · 5 to 6Nov 26, 2021 to Dec 7, 2022
- Employees · 31 to 27Nov 26, 2021 to Dec 7, 2022
- Discretionary RAUM · $8.6B to $5.2BNov 26, 2021 to Dec 7, 2022
- Pension RAUM · $1.4B to $710MNov 26, 2021 to Dec 7, 2022
- Pooled vehicle RAUM · $7.1B to $4.5BNov 26, 2021 to Dec 7, 2022
- RAUM · $8.6B to $5.2BNov 26, 2021 to Dec 7, 2022
- Accounts · 10 to 12Dec 18, 2020 to Nov 26, 2021
- Advisory employees · 24 to 20Dec 18, 2020 to Nov 26, 2021
- Pension plan clients · 5 to 7Dec 18, 2020 to Nov 26, 2021
- Employees · 34 to 31Dec 18, 2020 to Nov 26, 2021
- Discretionary RAUM · $8.3B to $8.6BDec 18, 2020 to Nov 26, 2021
- Pension RAUM · $1.3B to $1.4BDec 18, 2020 to Nov 26, 2021
- Pooled vehicle RAUM · $7.0B to $7.1BDec 18, 2020 to Nov 26, 2021
- RAUM · $8.3B to $8.6BDec 18, 2020 to Nov 26, 2021
- Accounts · 20 to 10Dec 10, 2019 to Dec 18, 2020
- Advisory employees · 27 to 24Dec 10, 2019 to Dec 18, 2020
Signals
6 dated events
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• reported RAUM $6.1B, up 47% from $4.1B (2024-02-27 to 2024-12-09)Dec 9, 2024 · RAUM change · derived
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• reported RAUM $5.2B, down 39% from $8.6B (2021-11-26 to 2022-12-07)Dec 7, 2022 · RAUM change · derived
- Ashley John Snalam (Chief Financial Officer/Director) no longer on Schedule A of C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• (listed 2018-12-24, absent 2019-12-10)Dec 10, 2019 · Control person left · inference
- Dimakatso Mary-Anne Musekiwa (Chief Financial Officer) appeared on Schedule A of C••••••••• I••••••••• M••••••••• I••••••••• •••• L••Dec 10, 2019 · Control person joined · fact
- George Clinton Martin (Director) appeared on Schedule A of C••••••••• I••••••••• M••••••••• I••••••••• •••• L••Dec 10, 2019 · Control person joined · fact
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• filed its initial SEC registration (Form ADV)Aug 21, 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
- coronation.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- +27 21 6802000reportedpublic record, Form ADV, Dec 12, 2025
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