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SEC-registered adviser
A•••• A••••••••• I•••••••••
Legal name A•••• A••••••••• I••••••••• S•••
Latest filing Mar 31, 2026
First filing on the tape Dec 11, 2015 · 13 filings
SEC status approved since Jan 5, 2016
RAUM
$4.7B
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
6 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$4.7B as of Mar 31, 2026
Mar 23, 2017$725M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 23, 20170 then
Employees (5.A)23 as of Mar 31, 2026
Mar 23, 201717 then
Private funds: no history
RAUM +114% over the last fiscal year+31% a year over threeIARs 0 to 0offices 1 to 3
Practice profile
derived from the filing of Mar 31, 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
- $237MderivedRAUM 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
- +114%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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- 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=0.89 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•• A•••• D••••• A•••••••• · Chief Executive Officercontrolsince 06/2013 · owns less than 5%
- C••••••• G••••••••• X••••• · Chief Compliance Officercontrolsince 04/2015 · owns less than 5%
- C•••••••• P•••••••• D•••• · Shareholder And Executive Officercontrolsince 07/2014 · owns less than 5%
- G•••••••• P•••••• · Shareholdercontrolsince 08/2017 · owns less than 5%
- R•••• G••••••• E••••••• · Executive Officercontrolsince 12/2014 · owns less than 5%
- S•••••• L••••••• P••••• C•••••• · Shareholder And Executive Officercontrolsince 07/2014 · owns less than 5%
- S••••• G•••••• X••••• A••••• · Shareholdercontrolsince 06/2015 · owns less than 5%
- B•• A•••• D••••• A•••••••• · Shareholdercontrolsince 12/2008 · owns 25% to 50% of P••••••••• C•••••• P••••••• S••
Entity owners
- F•••• C•••••• S•• · Shareholderdirect · owns 5% to 10%
- O•••• F•••••• I••••••••• · Shareholderdirect · owns 5% to 10%
- P••••••••• C•••••• P••••••• S•• · Shareholderdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom3 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $2,210,233,558 to $4,730,882,922 (+114.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 13 to 20Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 11 to 15Mar 31, 2025 to Mar 31, 2026
- Employees · 27 to 23Mar 31, 2025 to Mar 31, 2026
- Financial planning clients · 0 to Mar 31, 2025 to Mar 31, 2026
- Other offices · 1 to 3Mar 31, 2025 to Mar 31, 2026
- Organization form · Corporation to Limited Liability CompanyMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.2B to $4.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.1B to $4.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.2B to $4.7BMar 31, 2025 to Mar 31, 2026
- Related adviser · false to trueMar 31, 2025 to Mar 31, 2026
- Accounts · 10 to 13Feb 6, 2025 to Mar 31, 2025
- Advisory employees · 10 to 6Feb 6, 2025 to Mar 31, 2025
- Pooled vehicle clients · 8 to 11Feb 6, 2025 to Mar 31, 2025
- Employees · 22 to 27Feb 6, 2025 to Mar 31, 2025
- Financial planning clients · 0 to 0Feb 6, 2025 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $2.2BFeb 6, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $1.6B to $2.1BFeb 6, 2025 to Mar 31, 2025
- RAUM · $1.7B to $2.2BFeb 6, 2025 to Mar 31, 2025
- Advisory employees · 5 to 10Mar 29, 2024 to Feb 6, 2025
- HQ state · unset to Mar 29, 2024 to Feb 6, 2025
- Accounts · 15 to 10Mar 23, 2023 to Mar 29, 2024
- Advisory employees · 8 to 5Mar 23, 2023 to Mar 29, 2024
- Advisory activities · 3 to 2Mar 23, 2023 to Mar 29, 2024
- Pooled vehicle clients · 13 to 8Mar 23, 2023 to Mar 29, 2024
- Employees · 30 to 22Mar 23, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.1B to $1.7BMar 23, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.1B to $1.6BMar 23, 2023 to Mar 29, 2024
- RAUM · $2.1B to $1.7BMar 23, 2023 to Mar 29, 2024
- Employees · 25 to 30Mar 23, 2022 to Mar 23, 2023
- Discretionary RAUM · $2.1B to $2.1BMar 23, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $2.1B to $2.1BMar 23, 2022 to Mar 23, 2023
- RAUM · $2.1B to $2.1BMar 23, 2022 to Mar 23, 2023
- Accounts · 16 to 15Mar 23, 2021 to Mar 23, 2022
- Advisory employees · 9 to 8Mar 23, 2021 to Mar 23, 2022
- Pooled vehicle clients · 12 to 13Mar 23, 2021 to Mar 23, 2022
- Employees · 20 to 25Mar 23, 2021 to Mar 23, 2022
- Discretionary RAUM · $2.2B to $2.1BMar 23, 2021 to Mar 23, 2022
- Pooled vehicle RAUM · $2.1B to $2.1BMar 23, 2021 to Mar 23, 2022
- RAUM · $2.2B to $2.1BMar 23, 2021 to Mar 23, 2022
- Accounts · 17 to 16Mar 23, 2020 to Mar 23, 2021
Signals
7 dated events
- A•••• A••••••••• I••••••••• reported RAUM $4.7B, up 114% from $2.2B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••• A••••••••• I••••••••• reported RAUM $2.2B, up 32% from $1.7B (2025-02-06 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- A•••• A••••••••• I••••••••• reported RAUM $2.2B, up 26% from $1.7B (2020-03-23 to 2021-03-23)Mar 23, 2021 · RAUM change · derived
- P•••••• G••••••• (Shareholder) appeared on Schedule A of A•••• A••••••••• I•••••••••Mar 23, 2020 · Control person joined · fact
- P••••• H••• (Shareholder) no longer on Schedule A of A•••• A••••••••• I••••••••• (listed 2018-03-26, absent 2020-03-23)Mar 23, 2020 · Control person left · inference
- A•••• A••••••••• I••••••••• reported RAUM $1.4B, up 55% from $897.6M (2017-06-27 to 2018-03-26)Mar 26, 2018 · RAUM change · derived
- A•••• A••••••••• I••••••••• filed its initial SEC registration (Form ADV)Dec 11, 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••••-AI.COMreportedpublic record, Form ADV, Sep 21, 2026
- Principal office phone
- +330144694390reportedpublic record, Form ADV, Mar 31, 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