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SEC-registered adviser

A•••••• C•••••• P•••••••

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 285607SEC 801-124801websiteIAPD
Legal name A•••••• C•••••• P••••••• M••••••••• C••• L••
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2022 · 7 filings
SEC status approved since Apr 29, 2022
RAUM
$442M
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
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$442M as of Mar 26, 2026
Mar 30, 2023$224M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 30, 20230 then
Employees (5.A)16 as of Mar 26, 2026
Mar 30, 202311 then
Private funds3 as of Mar 26, 2026
Mar 30, 20233 then
RAUM +50% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
$147MderivedRAUM 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
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+50%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
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)
  • 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$442M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
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
      Every departureEvery arrival
      Private funds
      4 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A•••••• C•••••• P••••••• I••• L•••Private Equity Fund$208M49Mar 31, 2021
      A•••••• C•••••• P••••••• I•• L•••Private Equity Fund$43.8M32Dec 16, 2024
      A•••••• C•••••• P••••••• I•• L•••Private Equity Fund$26.7M77Jun 1, 2018
      A•••••• C•••••• P••••••• I• L•••Private Equity Fund$2.6M43Nov 10, 2016
      Owners and control persons
      Schedule A and B, latest filing
      • H•••••• P••••• A•••••••• · Partner & Chaircontrol
        since 01/2010 · owns 75% or more
      • M••••••• L•••••• M••••••• · Chief Financial Officer/Chief Compliance Officer
        since 01/2022 · owns less than 5%
      • W•••• J••••• F• · Partner & Ceo
        since 10/2014 · owns less than 5%
      Related persons
      Schedule D 7.A
      • A•••••• C•••••• A••••••••• I•• L••
        pooled vehicle sponsorn
      • A•••••• C•••••• A••••••••• I••• L••
        pooled vehicle sponsorn
      • A•••••• C•••••• A••••••••• I•• L••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Mar 26, 2026
        RAUM (Item 5.F) moved from $293,607,655 to $441,542,162 (+50.0%) between the annual amendments of 2025-04-29 and 2026-03-26; the peer median change was +4.0% (1145 comparable advisers, 91.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,145) · 91% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory employees · 7 to 9
        Apr 29, 2025 to Mar 26, 2026
      • Employees · 13 to 16
        Apr 29, 2025 to Mar 26, 2026
      • Discretionary RAUM · $294M to $442M
        Apr 29, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $294M to $442M
        Apr 29, 2025 to Mar 26, 2026
      • RAUM · $294M to $442M
        Apr 29, 2025 to Mar 26, 2026
      • Financial planning clients · unset to
        Dec 16, 2024 to Apr 29, 2025
      • Discretionary RAUM · $278M to $294M
        Dec 16, 2024 to Apr 29, 2025
      • Pooled vehicle RAUM · $278M to $294M
        Dec 16, 2024 to Apr 29, 2025
      • RAUM · $278M to $294M
        Dec 16, 2024 to Apr 29, 2025
      • Discretionary RAUM · $202M to $278M
        Mar 29, 2024 to Dec 16, 2024
      • Pooled vehicle RAUM · $202M to $278M
        Mar 29, 2024 to Dec 16, 2024
      • RAUM · $202M to $278M
        Mar 29, 2024 to Dec 16, 2024
      • Advisory employees · 6 to 7
        Mar 30, 2023 to Mar 29, 2024
      • Employees · 11 to 13
        Mar 30, 2023 to Mar 29, 2024
      • Discretionary RAUM · $224M to $202M
        Mar 30, 2023 to Mar 29, 2024
      • Pooled vehicle RAUM · $224M to $202M
        Mar 30, 2023 to Mar 29, 2024
      • RAUM · $224M to $202M
        Mar 30, 2023 to Mar 29, 2024
      • Employees · 10 to 11
        May 23, 2022 to Mar 30, 2023
      • Discretionary RAUM · $292M to $224M
        May 23, 2022 to Mar 30, 2023
      • Pooled vehicle RAUM · $292M to $224M
        May 23, 2022 to Mar 30, 2023
      • RAUM · $292M to $224M
        May 23, 2022 to Mar 30, 2023
      • Private funds · 6 to 3
        Mar 30, 2022 to May 23, 2022
      Signals
      2 dated events
      • A•••••• C•••••• P••••••• reported RAUM $441.5M, up 50% from $293.6M (2025-04-29 to 2026-03-26)
        Mar 26, 2026 · RAUM change · derived
      • A•••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)
        Mar 30, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      A••••••LP.COMreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      857-327-5606reportedpublic record, Form ADV, Mar 26, 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