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.
SEC-registered adviser
Twentyfour Asset Management (US) LP
Latest filing Jul 20, 2026
First filing on the tape Nov 9, 2016 · 20 filings
SEC status approved since Nov 15, 2016
RAUM
$23B
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
5
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$23B as of Jul 20, 2026
Mar 31, 2017$3.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 20, 2026
Mar 31, 20170 then
Employees (5.A)5 as of Jul 20, 2026
Mar 31, 20172 then
Private funds1 as of Jul 20, 2026
Mar 19, 20211 then
RAUM +18% over the last fiscal year+9.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 20, 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
- $978MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%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
- +18%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, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
- Custody
- $47.2M, 1 clientsreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$23B97%
- Investment companies$550M2.4%
- Pension and profit-sharing plans$43.3M0.2%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $47.2M for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.98 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Twentyfour Strategic Income Fund, A Series Vontobel Investment Trust | Hedge Fund | $30.3M | 2 | Mar 19, 2021 |
Owners and control persons
Schedule A and B, latest filing
- Anthony Nicholas Knight-Evans · Board Membercontrolsince 10/2016 · owns less than 5%
- Sujantha Nadarajah · Chief Compliance Officercontrolsince 10/2016 · owns less than 5%
- Thomas Eoin Walsh · Board Membercontrolsince 10/2016 · owns less than 5%
- Paul Derek Beckman · Managing Director And Head Of Controlling And Performance Managementsince 01/2023 · owns less than 5%
- Suppion Luiz Gustavo Kokubo · Head Of Am L&C And Board Membersince 01/2023 · owns less than 5%
Entity owners
- Twentyfour Asset Management (US) Holdings LLC · General Partnerdirect · owns less than 5%
- Twentyfour Asset Management Llp · Limited Partnerdirect · owns 75% or more
- Vontobel Asset Management Uk Holdings Ltd · Ownerindirect · owns 75% or more of Twentyfour Asset Management Llp
- Vontobel Holding Ag · Ownerindirect · owns 75% or more of Vontobel Asset Management Uk Holdings Ltd
Related persons
Schedule D 7.A
- Twentyfour Asset Management Llpinvestment advisery
- Vontobel Asset Management S.A.investment advisern
- Vontobel Asset Management, Inc.investment advisernRAUM $20B
Advisers that list Twentyfour Asset Management (US) LP as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 23 to 24May 22, 2025 to Mar 31, 2026
- Advisory employees · 4 to 5May 22, 2025 to Mar 31, 2026
- Pooled vehicle clients · 18 to 19May 22, 2025 to Mar 31, 2026
- Assets in custody · $35.5M to $47.2MMay 22, 2025 to Mar 31, 2026
- Employees · 4 to 5May 22, 2025 to Mar 31, 2026
- Discretionary RAUM · $20B to $23BMay 22, 2025 to Mar 31, 2026
- Pension RAUM · $40.2M to $43.3MMay 22, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $19B to $23BMay 22, 2025 to Mar 31, 2026
- RAUM · $20B to $23BMay 22, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 18, 2025 to May 22, 2025
- Accounts · 22 to 23Mar 20, 2024 to Mar 18, 2025
- Pooled vehicle clients · 22 to 18Mar 20, 2024 to Mar 18, 2025
- Assets in custody · $30.3M to $35.5MMar 20, 2024 to Mar 18, 2025
- Employees · 6 to 4Mar 20, 2024 to Mar 18, 2025
- Discretionary RAUM · $18B to $20BMar 20, 2024 to Mar 18, 2025
- Pension RAUM · $38.1M to $40.2MMar 20, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $17B to $19BMar 20, 2024 to Mar 18, 2025
- RAUM · $18B to $20BMar 20, 2024 to Mar 18, 2025
- Accounts · 24 to 22Oct 30, 2023 to Mar 20, 2024
- Pooled vehicle clients · 18 to 22Oct 30, 2023 to Mar 20, 2024
- Assets in custody · $28.6M to $30.3MOct 30, 2023 to Mar 20, 2024
- Discretionary RAUM · $18B to $18BOct 30, 2023 to Mar 20, 2024
- Pension RAUM · $54.7M to $38.1MOct 30, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $17B to $17BOct 30, 2023 to Mar 20, 2024
- RAUM · $18B to $18BOct 30, 2023 to Mar 20, 2024
- Accounts · 22 to 24Sep 13, 2022 to Mar 23, 2023
- Advisory employees · 6 to 4Sep 13, 2022 to Mar 23, 2023
- Advisory activities · 4 to 5Sep 13, 2022 to Mar 23, 2023
- Pension plan clients · unset to 1.0Sep 13, 2022 to Mar 23, 2023
- Pooled vehicle clients · 20 to 18Sep 13, 2022 to Mar 23, 2023
- Assets in custody · $92.9M to $28.6MSep 13, 2022 to Mar 23, 2023
- Discretionary RAUM · $24B to $18BSep 13, 2022 to Mar 23, 2023
- Pension RAUM · unset to 54692812.0Sep 13, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $24B to $17BSep 13, 2022 to Mar 23, 2023
- RAUM · $24B to $18BSep 13, 2022 to Mar 23, 2023
- Accounts · 21 to 22Jul 7, 2021 to Mar 21, 2022
- Advisory employees · 5 to 6Jul 7, 2021 to Mar 21, 2022
- Pooled vehicle clients · 19 to 20Jul 7, 2021 to Mar 21, 2022
- Assets in custody · $60.3M to $92.9MJul 7, 2021 to Mar 21, 2022
- Discretionary RAUM · $20B to $24BJul 7, 2021 to Mar 21, 2022
Signals
10 dated events
- Francis Joseph Mastoloni (Board Member) no longer on Schedule A of Twentyfour Asset Management (Us) Lp (listed 2022-09-13, absent 2023-03-23)Mar 23, 2023 · Control person left · inference
- Victor Gary Kirk (Board Member) no longer on Schedule A of Twentyfour Asset Management (Us) Lp (listed 2022-09-13, absent 2023-03-23)Mar 23, 2023 · Control person left · inference
- Twentyfour Asset Management (Us) Lp reported RAUM $17.8B, down 27% from $24.3B (2022-09-13 to 2023-03-23)Mar 23, 2023 · RAUM change · derived
- Twentyfour Asset Management (Us) Lp reported RAUM $20.0B, up 89% from $10.6B (2021-02-09 to 2021-03-19)Mar 19, 2021 · RAUM change · derived
- Twentyfour Asset Management (Us) Lp reported RAUM $10.6B, up 42% from $7.4B (2019-03-14 to 2020-03-10)Mar 10, 2020 · RAUM change · derived
- Francis Joseph Mastoloni (Board Member) appeared on Schedule A of Twentyfour Asset Management (Us) LpMar 14, 2019 · Control person joined · fact
- Twentyfour Asset Management (Us) Lp reported RAUM $7.4B, up 38% from $5.4B (2018-03-29 to 2019-03-14)Mar 14, 2019 · RAUM change · derived
- Albert Philipp Hensler (Board Member) no longer on Schedule A of Twentyfour Asset Management (Us) Lp (listed 2018-03-29, absent 2019-03-14)Mar 14, 2019 · Control person left · inference
- Twentyfour Asset Management (Us) Lp reported RAUM $5.4B, up 50% from $3.6B (2017-03-31 to 2018-03-29)Mar 29, 2018 · RAUM change · derived
- Twentyfour Asset Management (Us) Lp filed its initial SEC registration (Form ADV)Nov 9, 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
- twentyfouram.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 44 20 7015 8905reportedpublic record, Form ADV, Jul 20, 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