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••••• P•••••••• L•
Latest filing May 21, 2026
First filing on the tape Nov 12, 2015 · 27 filings
SEC status approved since Nov 18, 2015
RAUM
$827M
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
16
11 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
18
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$827M as of May 21, 2026
Mar 16, 2016$110M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 21, 2026
Mar 16, 20160 then
Employees (5.A)16 as of May 21, 2026
Mar 16, 201611 then
Private funds18 as of May 21, 2026
Mar 16, 20163 then
RAUM -3.0% over the last fiscal year-7.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 21, 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
- $48.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- -3.2%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 pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$827M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• P••••••• F•••• L• | Private Equity Fund | $533M | 27 | Mar 16, 2016 |
| S•••• C••••••••• H•••••••• L• | Private Equity Fund | $362M | 23 | Mar 31, 2017 |
| P••••••• C••••••••• H•••••••• L• | Private Equity Fund | $145M | 17 | Mar 31, 2018 |
| W•••••• C••••••••• H•••••••• L• | Private Equity Fund | $136M | 13 | Mar 26, 2020 |
| C••• H•••••••• L•• | Private Equity Fund | $127M | 5 | Mar 28, 2019 |
| B••••••• C••••••••• H••••••• L• | Private Equity Fund | $83.2M | 14 | Mar 31, 2018 |
| S•••• P••••••••• I•••••••• H•••••••• L• | Private Equity Fund | $42.9M | 2 | Mar 31, 2017 |
| A••••• P••••••• I••••••••• C•••••••• F•••• L• | Private Equity Fund | $36.0M | 1 | Mar 16, 2016 |
| A••••• P••••••• S•• F••• A•• L• | Private Equity Fund | $26.9M | 86 | Mar 31, 2017 |
| R•••••• C••••••••• H•••••••• L• | Private Equity Fund | $25.9M | 30 | Mar 31, 2021 |
| A••••• P••••••• S•• F••• Q•• L• | Private Equity Fund | $17.1M | 31 | Mar 31, 2017 |
| C••• S•••••• H•••••••• L••no longer reported | Private Equity Fund | $10.8M | 5 | Mar 28, 2019 |
| A••••• P••••••• T••• C•••••••• F•••• L• | Private Equity Fund | $8.7M | 15 | Mar 16, 2016 |
| B••••••• P••••••••• I•••••••• H••••••• L• | Private Equity Fund | $2.4M | 1 | Mar 31, 2018 |
Owners and control persons
Schedule A and B, latest filing
- D•• T•••• J•••••• G••••• · Chief Financial Officercontrolsince 12/2015 · owns less than 5%
- F••••• H••••••• L•••• · Managing Partner & Co-Foundercontrolsince 11/2015 · owns less than 5%
- K•••• S•••••••• R• · General Counsel And Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
- M•••••• H•••••• D••••• · Managing Partner & Co-Foundercontrolsince 11/2015 · owns less than 5%
- D•• T•••• J•••••• G••••• · Membercontrolsince 08/2015 · owns 75% or more of J••••• G• D•• T•••• L••
- F••••• H••••••• L•••• · Membercontrolsince 10/2015 · owns 75% or more of B••••• P••••• L••
- M•••••• H•••••• D••••• · Membercontrolsince 03/1994 · owns 75% or more of M• A••••••••• L••
- S•••••••• J••••• D••••••••• · Membercontrolsince 01/2016 · owns 75% or more of N• P••••••• L••
Entity owners
- A••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
- B••••• P••••• L•• · Limited Partnerdirect · owns 25% to 50%
- M• A••••••••• L•• · Limited Partnerdirect · owns 25% to 50%
- B••••• P••••• L•• · Memberindirect · owns 25% to 50% of A••••• P•••••••• L••
- M• A••••••••• L•• · Memberindirect · owns 25% to 50% of A••••• P•••••••• L••
- J••••• G• D•• T•••• L•• · Limited Partnerdirect · owns 5% to 10%
- N• P••••••• L•• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A••••• P••••••• F••• G••••• L•••n
Offices
Schedule D 1.F, the 25 largest
- Miami Beach, FL1 employees
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $825M to $827MMar 30, 2026 to May 21, 2026
- Pooled vehicle RAUM · $825M to $827MMar 30, 2026 to May 21, 2026
- RAUM · $825M to $827MMar 30, 2026 to May 21, 2026
- Accounts · 12 to 17Jul 7, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 17Jul 7, 2025 to Mar 30, 2026
- Employees · 17 to 16Jul 7, 2025 to Mar 30, 2026
- Private funds · 13 to 18Jul 7, 2025 to Mar 30, 2026
- Discretionary RAUM · $852M to $825MJul 7, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $852M to $825MJul 7, 2025 to Mar 30, 2026
- RAUM · $852M to $825MJul 7, 2025 to Mar 30, 2026
- Financial planning clients · unset to May 12, 2025 to Jul 7, 2025
- Advisory employees · 12 to 11Mar 28, 2024 to Mar 28, 2025
- Employees · 18 to 17Mar 28, 2024 to Mar 28, 2025
- Other offices · 2 to 3Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $929M to $852MMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $929M to $852MMar 28, 2024 to Mar 28, 2025
- RAUM · $929M to $852MMar 28, 2024 to Mar 28, 2025
- Advisory employees · 14 to 12Mar 28, 2023 to Mar 28, 2024
- Employees · 20 to 18Mar 28, 2023 to Mar 28, 2024
- Other offices · 1 to 2Mar 28, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.0B to $929MMar 28, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.0B to $929MMar 28, 2023 to Mar 28, 2024
- RAUM · $1.0B to $929MMar 28, 2023 to Mar 28, 2024
- Advisory employees · 13 to 14Nov 28, 2022 to Mar 28, 2023
- Employees · 19 to 20Nov 28, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.3B to $1.0BNov 28, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $1.3B to $1.0BNov 28, 2022 to Mar 28, 2023
- RAUM · $1.3B to $1.0BNov 28, 2022 to Mar 28, 2023
- Advisory employees · 14 to 13Apr 28, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.1B to $1.3BApr 28, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.1B to $1.3BApr 28, 2021 to Mar 30, 2022
- RAUM · $1.1B to $1.3BApr 28, 2021 to Mar 30, 2022
- Accounts · 10 to 12Mar 26, 2020 to Mar 31, 2021
- Advisory employees · 13 to 14Mar 26, 2020 to Mar 31, 2021
- Pooled vehicle clients · 10 to 12Mar 26, 2020 to Mar 31, 2021
- Employees · 18 to 19Mar 26, 2020 to Mar 31, 2021
- Private funds · 12 to 13Mar 26, 2020 to Mar 31, 2021
- Discretionary RAUM · $862M to $1.1BMar 26, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $862M to $1.1BMar 26, 2020 to Mar 31, 2021
- RAUM · $862M to $1.1BMar 26, 2020 to Mar 31, 2021
Signals
7 dated events
- Demonteverde Joyce Schnoedl (Member) appeared on Schedule A of A••••• P•••••••• L•Mar 28, 2023 · Control person joined · fact
- Abdalla Mohamed Tariq Osman (Member) no longer on Schedule A of A••••• P•••••••• L• (listed 2022-11-28, absent 2023-03-28)Mar 28, 2023 · Control person left · inference
- Clancy Catherine Mandell (General Counsel And Chief Compliance Officer) no longer on Schedule A of A••••• P•••••••• L• (listed 2022-03-30, absent 2022-10-31)Oct 31, 2022 · Control person left · inference
- R. S••••••• K••• (General Counsel And Chief Compliance Officer) appeared on Schedule A of A••••• P•••••••• L•Oct 31, 2022 · Control person joined · fact
- A••••• P•••••••• L• reported RAUM $862.2M, up 36% from $635.9M (2019-06-14 to 2020-03-26)Mar 26, 2020 · RAUM change · derived
- A••••• P•••••••• L• reported RAUM $557.7M, up 56% from $357.6M (2017-09-27 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- A••••• P•••••••• L• filed its initial SEC registration (Form ADV)Nov 12, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- A••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/argand-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- argand.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-588-6470reportedpublic record, Form ADV, May 21, 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