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•••• F••••••• M•••••• A•
Latest filing Apr 2, 2026
First filing on the tape Feb 17, 2016 · 15 filings
SEC status approved since Feb 17, 2016
RAUM
$325M
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
3
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$325M as of Apr 2, 2026
Feb 6, 2017$240M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 2, 2026
Feb 6, 20170 then
Employees (5.A)3 as of Apr 2, 2026
Feb 6, 20172 then
Private funds: no history
RAUM -38% over the last fiscal year-12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 2, 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
- $163MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- -38%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
- pension consulting, otherreportedItem 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
- Pooled investment vehicles$325M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 2reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- 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=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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• J••••• L•••••••• · Partner And Co-Leadcontrolsince 02/2016 · owns less than 5%
- S•••• H••••••••• · Partner And Co-Leadcontrolsince 02/2016 · owns less than 5%
- L••••••• K•••• M••••• · Ownercontrolsince 02/2016 · owns 50% to 75% of C•••• H•••••• A•
- M•••••••• C•••••• · Head Of Financesince 01/2022 · owns less than 5%
- N•••••••• S•• · Chief Risk Officersince 09/2022 · owns less than 5%
- S•••••• S•••••••• · Chief Compliance Officersince 01/2018 · owns less than 5%
Entity owners
- C•••• H•••••• A• · Ownerdirect · owns 50% to 75%
- S• F••••••• A••••••• A•• · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- C•••• A•••• M••••••••• A•investment advisern
- C•••• E••••••• A•investment advisern
- C•••• G••••• A•investment advisern
- C•••• I••••••••• M••••••••• A•investment advisern
- C•••• P•••••• E••••• M••••••••• A•investment advisern
- C•••• W••••• M••••••••• A•investment advisern
Offices
Schedule D 1.F, the 25 largest
- Malmo, Sweden2 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Apr 2, 2026portfolio management for pooled vehicles (Item 5.G.4): yes on the filing of 2025-03-19, no on the filing of 2026-04-02peers: asset managers, $100M to $500M (1,568)
- business activity changedChange between filings · filing Apr 2, 2026pension consulting (Item 5.G.6): no on the filing of 2025-03-19, yes on the filing of 2026-04-02peers: asset managers, $100M to $500M (1,568)
- institutional asset share shiftChange between filings · filing Apr 2, 2026institutional share of RAUM moved from 67.0% to 0.0% between the annual amendments of 2025-03-19 and 2026-04-02peers: asset managers, $100M to $500M (1,568)
- RAUM down 25 %Change between filings · filing Apr 2, 2026RAUM (Item 5.F) moved from $524,299,823 to $325,166,353 (-38.0%) between the annual amendments of 2025-03-19 and 2026-04-02; the peer median change was +4.0% (1147 comparable advisers, 6.0th percentile of changes)peers: asset managers, $100M to $500M (1,147) · 6.5% percentile
What changed
consecutive filings, newest first
- Advisory employees · 2 to 3Mar 19, 2025 to Apr 2, 2026
- Advisory activities · 3 to 2Mar 19, 2025 to Apr 2, 2026
- Pension plan clients · 0 to 2Mar 19, 2025 to Apr 2, 2026
- Pooled vehicle clients · 1 to 2Mar 19, 2025 to Apr 2, 2026
- Discretionary RAUM · $524M to $325MMar 19, 2025 to Apr 2, 2026
- Pension RAUM · unset to 0.0Mar 19, 2025 to Apr 2, 2026
- Pooled vehicle RAUM · $175M to $325MMar 19, 2025 to Apr 2, 2026
- RAUM · $524M to $325MMar 19, 2025 to Apr 2, 2026
- Accounts · 4 to 2Mar 11, 2024 to Mar 19, 2025
- Pooled vehicle clients · 3 to 1Mar 11, 2024 to Mar 19, 2025
- Employees · 4 to 3Mar 11, 2024 to Mar 19, 2025
- Financial planning clients · unset to Mar 11, 2024 to Mar 19, 2025
- HQ state · unset to Mar 11, 2024 to Mar 19, 2025
- Discretionary RAUM · $527M to $524MMar 11, 2024 to Mar 19, 2025
- Non-discretionary RAUM · $38.0M to $0Mar 11, 2024 to Mar 19, 2025
- Pooled vehicle RAUM · $204M to $175MMar 11, 2024 to Mar 19, 2025
- RAUM · $565M to $524MMar 11, 2024 to Mar 19, 2025
- Advisory activities · 2 to 3Mar 2, 2023 to Mar 11, 2024
- Discretionary RAUM · $436M to $527MMar 2, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $47.2M to $38.0MMar 2, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · $167M to $204MMar 2, 2023 to Mar 11, 2024
- RAUM · $483M to $565MMar 2, 2023 to Mar 11, 2024
- Accounts · 5 to 4Mar 29, 2022 to Mar 2, 2023
- Discretionary RAUM · $602M to $436MMar 29, 2022 to Mar 2, 2023
- Non-discretionary RAUM · $58.5M to $47.2MMar 29, 2022 to Mar 2, 2023
- Pooled vehicle RAUM · $271M to $167MMar 29, 2022 to Mar 2, 2023
- RAUM · $660M to $483MMar 29, 2022 to Mar 2, 2023
- Advisory employees · 3 to 2Mar 31, 2021 to Mar 29, 2022
- Employees · 3 to 4Mar 31, 2021 to Mar 29, 2022
- Discretionary RAUM · $349M to $602MMar 31, 2021 to Mar 29, 2022
- Non-discretionary RAUM · $86.9M to $58.5MMar 31, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $217M to $271MMar 31, 2021 to Mar 29, 2022
- RAUM · $436M to $660MMar 31, 2021 to Mar 29, 2022
- Advisory employees · 2 to 3Mar 23, 2020 to Mar 31, 2021
- Employees · 2 to 3Mar 23, 2020 to Mar 31, 2021
- Discretionary RAUM · $360M to $349MMar 23, 2020 to Mar 31, 2021
- Non-discretionary RAUM · $115M to $86.9MMar 23, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $332M to $217MMar 23, 2020 to Mar 31, 2021
- RAUM · $475M to $436MMar 23, 2020 to Mar 31, 2021
- Pooled vehicle clients · 4 to 3Mar 28, 2019 to Mar 23, 2020
Signals
8 dated events
- C•••• F••••••• M•••••• A• reported RAUM $325.2M, down 38% from $524.3M (2025-03-19 to 2026-04-02)Apr 2, 2026 · RAUM change · derived
- C•••• F••••••• M•••••• A• reported RAUM $482.8M, down 27% from $660.2M (2022-03-29 to 2023-03-02)Mar 2, 2023 · RAUM change · derived
- C•••• F••••••• M•••••• A• reported RAUM $660.2M, up 52% from $435.6M (2021-03-31 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- E••• L•••••••• L•••• (Chief Executive Officer Of Coeli Asset Managment Ab) no longer on Schedule A of C•••• F••••••• M•••••• A• (listed 2021-03-31, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- C•••• F••••••• M•••••• A• reported RAUM $559.8M, up 28% from $438.0M (2018-03-27 to 2019-03-22)Mar 22, 2019 · RAUM change · derived
- E••• L•••••••• L•••• (Chief Executive Officer Of Coeli Asset Managment Ab) appeared on Schedule A of C•••• F••••••• M•••••• A•Mar 22, 2019 · Control person joined · fact
- C•••• F••••••• M•••••• A• reported RAUM $438.0M, up 82% from $240.0M (2017-02-07 to 2018-03-27)Mar 27, 2018 · RAUM change · derived
- C•••• F••••••• M•••••• A• filed its initial SEC registration (Form ADV)Feb 17, 2016 · 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
- Principal office phone
- +46850622300reportedpublic record, Form ADV, Apr 2, 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