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 Apr 28, 2026
First filing on the tape Jul 18, 2016 · 26 filings
SEC status approved since Jul 22, 2016
RAUM
$8.4B
reported, Item 5.F
Discretionary
94%
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
125
61 advisory (5.B.1)
Offices
6
beyond the principal office
Private funds
9
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$8.4B as of Apr 28, 2026
Mar 30, 2017$694M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 30, 20170 then
Employees (5.A)125 as of Apr 28, 2026
Mar 30, 201721 then
Private funds9 as of Apr 28, 2026
Mar 30, 20171 then
RAUM +19% over the last fiscal year+6.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 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
- $928MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived7 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%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
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• P••••••• F••• I••• L• | Real Estate Fund | $1.9B | 34 | Mar 31, 2022 |
| A•••• P••••••• S••••• F•••• L• | Real Estate Fund | $1.8B | 2 | Nov 20, 2017 |
| A•••• P••••••• F••• I•• L• | Real Estate Fund | $1.7B | 20 | Sep 21, 2018 |
| A•••• P••••••• F••• I• L• | Real Estate Fund | $1.3B | 21 | Jul 18, 2016 |
| A• N•••••• S•••••• L• | Real Estate Fund | $190M | 2 | Mar 31, 2019 |
| K•••• C••••••• L• | Real Estate Fund | $135M | 2 | 2•••-03-31 |
| P•••••• C•••••• I•••••••• L•no longer reported | Real Estate Fund | $0 | 2 | 2•••-03-31 |
Owners and control persons
Schedule A and B, latest filing
- B••••• R••••••• S••• · Partnercontrolsince 01/2022 · owns less than 5%
- B••••• T••••• S••••• · Managing Partnercontrolsince 05/2016 · owns less than 5%
- K••••••• M•••• A••• · General Counsel & Chief Compliance Officercontrolsince 03/2••• · owns less than 5%
- K•••••• R•••• A•••••••• · Partnercontrolsince 01/2022 · owns less than 5%
- N•••••••• S•••••• C•••••••• · Chief Financial Officercontrolsince 03/2023 · owns less than 5%
- P•••••• W••••••• M••••• · Partnercontrolsince 01/2022 · owns less than 5%
- B••••• T••••• S••••• · Managing Partnercontrolsince 02/2016 · owns 25% to 50% of A•••• P••••••• G•• L••
- T•••••••• J••••• K•••• · Managing Partnercontrolsince 02/2016 · owns 25% to 50% of A•••• P••••••• G•• L••
- B••••• L•••• C• · Trustee Of T•• 2••• B•••• F••••• T••••since 11/2••• · owns less than 5%
- J•••• L••••• E•••••••• · Trustee Of T•• S••••• E• J••• 2••• F••••• T••••since 09/2••• · owns less than 5%
- J•••• S•••••• E•••• · Trustee Of T•• L•••• E• J••• 2••• I••••••••• T••••since 09/2••• · owns less than 5%
- T•••••••• J••••• K•••• · Trustee Of The K•• I••••••••• T•••• 2•••since 09/2••• · owns less than 5%
- T•••••••• K••••••• L•• · Trustee Of The J•• I••••••••• T•••• 2•••since 09/2••• · owns less than 5%
Entity owners
- A•••• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
- J•• I••••••••• T•••• 2••• · Limited Partnerdirect · owns 10% to 25%
- K•• I••••••••• T•••• 2••• · Limited Partnerdirect · owns 5% to 10%
- T•• 2••• B•••• F••••• T•••• · Limited Partnerdirect · owns 10% to 25%
- T•• L•••• E• J••• 2••• I••••••••• T•••• · Limited Partnerdirect · owns 5% to 10%
- T•• L••• C• B•••• I••••••••• T•••• · Limited Partnerdirect · owns 5% to 10%
- T•• S••••• E• J••• 2••• F••••• T•••• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A• N•••••• S••••• G•• L••pooled vehicle sponsory
- A•••• P••••••• F••• I• G•• L••pooled vehicle sponsory
- A•••• P••••••• F••• I• G•• L••pooled vehicle sponsory
- A•••• P••••••• F••• I•• G•• L••pooled vehicle sponsory
- A•••• P••••••• S••••• F••• G•• L••pooled vehicle sponsory
- K•••• C•••••• G•• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Columbia, SC16 employees
- Atlanta, GA7 employees
- Denver, CO4 employees
- Los Angeles, CA4 employees
What changed
consecutive filings, newest first
- Accounts · 7 to 9Mar 31, 2025 to Mar 30, 2026
- Advisory employees · 59 to 61Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 7 to 9Mar 31, 2025 to Mar 30, 2026
- Custody of client assets · false to trueMar 31, 2025 to Mar 30, 2026
- Employees · 121 to 125Mar 31, 2025 to Mar 30, 2026
- Private funds · 7 to 9Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $6.8B to $7.8BMar 31, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $228M to $522MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $7.0B to $8.4BMar 31, 2025 to Mar 30, 2026
- RAUM · $7.0B to $8.4BMar 31, 2025 to Mar 30, 2026
- Accounts · 6 to 7Dec 6, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 7Dec 6, 2024 to Mar 31, 2025
- Employees · 117 to 121Dec 6, 2024 to Mar 31, 2025
- Financial planning clients · unset to Dec 6, 2024 to Mar 31, 2025
- Other offices · 4 to 6Dec 6, 2024 to Mar 31, 2025
- Private funds · 6 to 7Dec 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.8B to $6.8BDec 6, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $324M to $228MDec 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $7.1B to $7.0BDec 6, 2024 to Mar 31, 2025
- RAUM · $7.1B to $7.0BDec 6, 2024 to Mar 31, 2025
- Accounts · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 58 to 59Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Assets in custody · unset to 0.0Mar 31, 2023 to Mar 28, 2024
- Employees · 105 to 117Mar 31, 2023 to Mar 28, 2024
- Private funds · 7 to 6Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.6B to $6.8BMar 31, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $297M to $324MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $6.9B to $7.1BMar 31, 2023 to Mar 28, 2024
- RAUM · $6.9B to $7.1BMar 31, 2023 to Mar 28, 2024
- Advisory employees · 45 to 58Mar 31, 2022 to Mar 31, 2023
- Assets in custody · 0.0 to unsetMar 31, 2022 to Mar 31, 2023
- Employees · 92 to 105Mar 31, 2022 to Mar 31, 2023
- Other offices · 3 to 4Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $6.0B to $6.6BMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $282M to $297MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $6.3B to $6.9BMar 31, 2022 to Mar 31, 2023
- RAUM · $6.3B to $6.9BMar 31, 2022 to Mar 31, 2023
- Accounts · 6 to 72•••-03-31 to Mar 31, 2022
- Advisory employees · 37 to 452•••-03-31 to Mar 31, 2022
Signals
9 dated events
- Robert Brian Purcell (Partner) no longer on Schedule A of A•••• P•••••••• L• (listed 2024-10-29, absent 2024-12-06)Dec 6, 2024 · Control person left · inference
- Christian Stefan Neudorff (Chief Financial Officer) appeared on Schedule A of A•••• P•••••••• L•Mar 31, 2023 · Control person joined · fact
- A•••• P•••••••• L• reported RAUM $6.3B, up 76% from $3.6B (2•••-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- John Micah Holton (Chief Financial Officer & Chief Compliance Officer) no longer on Schedule A of A•••• P•••••••• L• (listed 2•••-03-30, absent 2•••-03-31)2•••-03-31 · Control person left · inference
- Anne Miki Kamijyo (General Counsel & Chief Compliance Officer) appeared on Schedule A of A•••• P•••••••• L•2•••-03-31 · Control person joined · fact
- A•••• P•••••••• L• reported RAUM $3.6B, up 43% from $2.5B (2019-03-31 to 2•••-03-30)2•••-03-30 · RAUM change · derived
- A•••• P•••••••• L• reported RAUM $2.5B, up 53% from $1.7B (2018-09-21 to 2019-03-31)Mar 31, 2019 · RAUM change · derived
- A•••• P•••••••• L• reported RAUM $1.7B, up 38% from $1.2B (2018-08-08 to 2018-09-21)Sep 21, 2018 · RAUM change · derived
- A•••• P•••••••• L• filed its initial SEC registration (Form ADV)Jul 18, 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
- Website
- A••••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704-423-1660reportedpublic record, Form ADV, Apr 28, 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•••• P•••••••• L• 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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