DFX Intelligence

RIA Intelligence

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SEC-registered adviser

A••••• C•••••• M•••••••••

Other adviserEdinburgh, Mid Lothian, CRD 285802SEC 801-108789website IAPD

Legal name A••••• C•••••• M••••••••• L••••••

Latest filing Aug 7, 2026

First filing on the tape Dec 2, 2016 · 18 filings

SEC status approved since Jan 3, 2017

RAUM

$1.2B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

20%

$225M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$1.2B

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$1.2B as of Aug 7, 2026

Jan 31, 2018$594M then

HNW client RAUM$225M as of Aug 7, 2026

Jan 31, 2018$132M then

State-registered IARs (5.B.3)0 as of Aug 7, 2026

Jan 31, 20180 then

Employees (5.A)26 as of Aug 7, 2026

Jan 31, 201819 then

Private funds1 as of Aug 7, 2026

Jan 31, 20221 then

RAUM +20% over the last fiscal year+4.4% a year over threeIARs 0 to 0offices 1 to 2

Practice profile

derived from the filing of Aug 7, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $1.2BderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.2MderivedHNW RAUM over HNW clients
Average account: $5.5MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 24%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 26.0derivedItem 5.A over advisors
Advisors per office: 0.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year: +20%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 individuals, 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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
a related person has custody of client cash (9.B.1.a)
a related person has custody of client securities (9.B.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$649M56%
Pension and profit-sharing plans$277M24%
High-net-worth individuals$225M20%

Individual clients: n/areported
HNW clients: 193reported
Pension plan clients: 7reported
Charitable clients: n/areported
Accounts: 208reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.2 fund_share=0.56 institutional_share=0.24 related_bd=true related_bank=false bd_reps=0.0derived

Advisors registered through the firm

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
J••• R••• M•••••••••	New York, Ny	Apr 21, 2026	11 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

none on the tape

Joined, latest

none on the tape

Every departure Every arrival

Private funds

1 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
A••••• G••• P••••••• L•	Other Private Fund	$43.5M	5	Dec 20, 2021

Owners and control persons

Schedule A and B, latest filing

D••••••••• A•••••• D•••• · Directorcontrol
since 12/2006 · owns 25% to 50%
W•••• A•••••• H••• · Chief Executive Officercontrol
since 03/2022 · owns less than 5%
B••••••••• J•••••• · Directorcontrol
since 03/2008 · owns 75% or more of T•••••• A•••• M••••••••• S•••
I•••••• L••••• · Trusteecontrol
since 10/2024 · owns F of A••••• C•••••• M••••••••• E••
M••••••••• J•••• M••• · Trusteecontrol
since 10/2024 · owns F of A••••• C•••••• M••••••••• E••
V••• E••••••••• L••••••• · Ownercontrol
since 12/2012 · owns 25% to 50% of R••••• S• L•••••••
W•••• A•••••• H••• · Trusteecontrol
since 10/2024 · owns F of A••••• C•••••• M••••••••• E••
H••• I•••• R•••••• · Chief Compliance Officer
since 03/2022 · owns less than 5%
M••••••••• J•••• M••• · Director
since 07/2017 · owns 5% to 10%

Entity owners

A••••• C•••••• M••••••••• E•• · Shareholder
direct · owns 5% to 10%
L••• A•••• M••••••••• S••• · Owner
direct · owns 25% to 50%
T•••••• A•••• M••••••••• S••• · Shareholder
direct · owns 10% to 25%
A••••• C•••••• M••••••••• · Trustee
indirect · owns F of A••••• C•••••• M••••••••• E••
C•••••••• S•• · Shareholder
indirect · owns 25% to 50% of L••••••••• S••
C•••••••• F••••••••• · Owner
indirect · owns 25% to 50% of T•••••• A•••• M••••••••• S•••
L••••••••• S•• · Owner
indirect · owns 75% or more of L••• A•••• M••••••••• S•••
R••••• S• L••••••• · Owner
indirect · owns 25% to 50% of L••••••••• S••

Related persons

Schedule D 7.A

A••••• G••• P••••••• G• L••
pooled vehicle sponsory
L••••••••• A•••• M•••••••••
investment advisernRAUM $2.3B

Offices

Schedule D 1.F, the 25 largest

London, United Kingdom6 employees

What changed

consecutive filings, newest first

Accounts · 212 to 208
Jun 18, 2025 to Feb 3, 2026
Advisory employees · 11 to 9
Jun 18, 2025 to Feb 3, 2026
HNW clients · 195 to 193
Jun 18, 2025 to Feb 3, 2026
Pooled vehicle clients · 9 to 8
Jun 18, 2025 to Feb 3, 2026
Employees · 29 to 26
Jun 18, 2025 to Feb 3, 2026
Discretionary RAUM · $964M to $1.2B
Jun 18, 2025 to Feb 3, 2026
HNW RAUM · $188M to $225M
Jun 18, 2025 to Feb 3, 2026
Pension RAUM · $231M to $277M
Jun 18, 2025 to Feb 3, 2026
Pooled vehicle RAUM · $545M to $649M
Jun 18, 2025 to Feb 3, 2026
RAUM · $964M to $1.2B
Jun 18, 2025 to Feb 3, 2026
Financial planning clients · unset to
May 8, 2025 to Jun 18, 2025
Other offices · 1 to 2
Jan 29, 2025 to May 8, 2025
Related broker-dealer · false to true
Jan 29, 2025 to May 8, 2025
Accounts · 244 to 212
Nov 20, 2024 to Jan 29, 2025
Advisory employees · 12 to 11
Nov 20, 2024 to Jan 29, 2025
HNW clients · 226 to 195
Nov 20, 2024 to Jan 29, 2025
Pooled vehicle clients · 11 to 9
Nov 20, 2024 to Jan 29, 2025
Employees · 31 to 29
Nov 20, 2024 to Jan 29, 2025
HQ state · unset to
Nov 20, 2024 to Jan 29, 2025
Discretionary RAUM · $842M to $964M
Nov 20, 2024 to Jan 29, 2025
HNW RAUM · $156M to $188M
Nov 20, 2024 to Jan 29, 2025
Pension RAUM · $139M to $231M
Nov 20, 2024 to Jan 29, 2025
Pooled vehicle RAUM · $546M to $545M
Nov 20, 2024 to Jan 29, 2025
RAUM · $842M to $964M
Nov 20, 2024 to Jan 29, 2025
Accounts · 215 to 244
Jan 31, 2023 to Jan 29, 2024
HNW clients · 195 to 226
Jan 31, 2023 to Jan 29, 2024
Pension plan clients · 8 to 7
Jan 31, 2023 to Jan 29, 2024
Pooled vehicle clients · 12 to 11
Jan 31, 2023 to Jan 29, 2024
Employees · 34 to 31
Jan 31, 2023 to Jan 29, 2024
Discretionary RAUM · $1.0B to $842M
Jan 31, 2023 to Jan 29, 2024
HNW RAUM · $146M to $156M
Jan 31, 2023 to Jan 29, 2024
Pension RAUM · $148M to $139M
Jan 31, 2023 to Jan 29, 2024
Pooled vehicle RAUM · $717M to $546M
Jan 31, 2023 to Jan 29, 2024
RAUM · $1.0B to $842M
Jan 31, 2023 to Jan 29, 2024
Related adviser · false to true
Jan 31, 2023 to Jan 29, 2024
Accounts · 193 to 215
Mar 18, 2022 to Jan 31, 2023
Advisory employees · 11 to 12
Mar 18, 2022 to Jan 31, 2023
HNW clients · 171 to 195
Mar 18, 2022 to Jan 31, 2023
Pooled vehicle clients · 10 to 12
Mar 18, 2022 to Jan 31, 2023
Employees · 30 to 34
Mar 18, 2022 to Jan 31, 2023

Signals

9 dated events

Lesley Inglis (Trustee) appeared on Schedule A of A••••• C•••••• M•••••••••
Nov 20, 2024 · Control person joined · fact
Leonidas Vial Echeverria (Owner) appeared on Schedule A of A••••• C•••••• M•••••••••
Jan 29, 2024 · Control person joined · fact
A••••• C•••••• M••••••••• reported RAUM $1.0B, down 37% from $1.6B (2022-03-18 to 2023-01-31)
Jan 31, 2023 · RAUM change · derived
A••••• C•••••• M••••••••• reported RAUM $1.6B, up 26% from $1.3B (2021-12-20 to 2022-01-31)
Jan 31, 2022 · RAUM change · derived
A••••• C•••••• M••••••••• reported RAUM $1.3B, up 46% from $868.4M (2020-01-31 to 2021-01-27)
Jan 27, 2021 · RAUM change · derived
A••••• C•••••• M••••••••• reported RAUM $868.4M, up 25% from $692.2M (2019-01-28 to 2020-01-31)
Jan 31, 2020 · RAUM change · derived
J•••• S•••• M•••• (Director) no longer on Schedule A of A••••• C•••••• M••••••••• (listed 2018-01-31, absent 2019-01-28)
Jan 28, 2019 · Control person left · inference
M•••••• B•••• Mccorkell (Chief Compliance Officer) no longer on Schedule A of A••••• C•••••• M••••••••• (listed 2018-01-31, absent 2019-01-28)
Jan 28, 2019 · Control person left · inference
A••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)
Dec 2, 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•••••CM.CO.UKreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: +44 131 226 2083reportedpublic record, Form ADV, Aug 7, 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: Other adviserderiveda rule over Items 5.D and 7.A
RAUM per advisor: $1.2Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026