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••••••• C•••••• M••••••• L••••••
Latest filing Mar 30, 2026
First filing on the tape Mar 31, 2022 · 7 filings
SEC status approved since Apr 29, 2022
RAUM
$486M
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
29
14 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
4
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$486M as of Mar 30, 2026
Mar 31, 2023$740M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20230 then
Employees (5.A)29 as of Mar 30, 2026
Mar 31, 202347 then
Private funds4 as of Mar 30, 2026
Mar 31, 20235 then
RAUM -4.9% over the last fiscal year-13% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $60.7MderivedRAUM 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
- -4.9%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
- 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$486M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- 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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••••• V•••••• F••• I• L• | Venture Capital Fund | $199M | 40 | Feb 27, 2017 |
| A••••••• V•••••• F••• I• S••••• | Venture Capital Fund | $141M | 65 | Mar 29, 2020 |
| A••••••• I•••••••• V•••••• G••••• F••• I• S••••• | Venture Capital Fund | $135M | 26 | Mar 29, 2020 |
| A••• T••• I• L•no longer reported | Venture Capital Fund | $20.4M | 8 | Mar 25, 2021 |
| F••••• I••••••••• L•• L••• | Venture Capital Fund | $12.1M | 5 | Mar 31, 2022 |
| A••• T••• I• L•no longer reported | Venture Capital Fund | $11.8M | 3 | Mar 25, 2021 |
| A••••••• B• S•• L•no longer reported | Venture Capital Fund | $8.3M | 16 | Mar 31, 2022 |
| A••• T••• I• B• L•no longer reported | Venture Capital Fund | $8.1M | 3 | Mar 31, 2022 |
| A••••••• Y• S•• L•no longer reported | Venture Capital Fund | $5.5M | 3 | Mar 31, 2022 |
| A••• T••• I• L•no longer reported | Venture Capital Fund | $4.2M | 2 | Mar 31, 2022 |
| A••• T••• I•• L•no longer reported | Venture Capital Fund | $4.1M | 2 | Mar 31, 2022 |
| A••••••• N• S•• L•no longer reported | Venture Capital Fund | $3.2M | 1 | Mar 31, 2022 |
| A••• T••• I• A• L•no longer reported | Venture Capital Fund | $2.9M | 2 | Mar 31, 2022 |
| A••••••• T• S•• L•no longer reported | Venture Capital Fund | $2.0M | 5 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• G••••• P••• · Director, President, A••••••• Groupcontrolsince 12/2021 · owns less than 5%
- L••• Y•• M•• · Director; Chief Financial Officercontrolsince 12/2021 · owns less than 5%
- N•••••••• A••• L••• · Chief Executive Officer, A••••••• Groupcontrolsince 05/2015 · owns less than 5%
- P•••• S••• · Chief Investment Officer, A••••••• Groupcontrolsince 05/2015 · owns less than 5%
- V•••••• N•••••• · Director; Chief Compliance Officercontrolsince 07/2016 · owns less than 5%
Entity owners
- A••••••• A•••• M••••••••• L•••••• · Sole Shareholderdirect · owns 75% or more
- A••••••• A•••• M••••••••• S••••••• · Sole Ownerindirect · owns 75% or more of A••••••• A•••• M••••••••• L••••••
- A••••••• G•••• S• · Sole Ownerindirect · owns 75% or more of A••••••• A•••• M••••••••• S•••••••
Related persons
Schedule D 7.A
- A••••••• B• S•• G• L••••••pooled vehicle sponsorn
- A••••••• C•••••• M••••••• ••••••••• L••investment advisern
- A••••••• C•••••• M••••••• ••••••••• L••••••investment advisery
- A••••••• C• S•• G• L••••••pooled vehicle sponsorn
- A••••••• G• L••pooled vehicle sponsorn
- A••••••• I•••••••• V•••••• G••••• F••• I• ••• S•••pooled vehicle sponsorn
- A••••••• N• S•• G• L••••••pooled vehicle sponsorn
- A••••••• T• G• L••••••pooled vehicle sponsorn
- A••••••• V•••••• F••• I• G• S•••pooled vehicle sponsorn
- A••••••• V•••••• F••• I•• G• L••••••pooled vehicle sponsory
- A••••••• Y• S•• G• L••••••pooled vehicle sponsorn
- A•• T••• G• L••pooled vehicle sponsory
- F••••• I••••••••• L•• G• L••pooled vehicle sponsorn
Advisers that list A••••••• C•••••• M••••••• L•••••• as a related person
- 323376 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY9 employees
What changed
consecutive filings, newest first
- Advisory employees · 13 to 14Mar 31, 2025 to Mar 30, 2026
- Employees · 27 to 29Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $511M to $486MMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $511M to $486MMar 31, 2025 to Mar 30, 2026
- RAUM · $511M to $486MMar 31, 2025 to Mar 30, 2026
- Advisory employees · 17 to 13Sep 6, 2024 to Mar 31, 2025
- Employees · 38 to 27Sep 6, 2024 to Mar 31, 2025
- Financial planning clients · unset to Sep 6, 2024 to Mar 31, 2025
- HQ state · unset to Sep 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $609M to $511MSep 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $609M to $511MSep 6, 2024 to Mar 31, 2025
- RAUM · $609M to $511MSep 6, 2024 to Mar 31, 2025
- Advisory employees · 19 to 17Dec 1, 2023 to Mar 28, 2024
- Employees · 47 to 38Dec 1, 2023 to Mar 28, 2024
- Private funds · 5 to 4Dec 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $668M to $609MDec 1, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $668M to $609MDec 1, 2023 to Mar 28, 2024
- RAUM · $668M to $609MDec 1, 2023 to Mar 28, 2024
- Discretionary RAUM · $740M to $668MMar 31, 2023 to Dec 1, 2023
- Pooled vehicle RAUM · $740M to $668MMar 31, 2023 to Dec 1, 2023
- RAUM · $740M to $668MMar 31, 2023 to Dec 1, 2023
- Accounts · 16 to 8Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 14 to 19Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 8Mar 31, 2022 to Mar 31, 2023
- Employees · 50 to 47Mar 31, 2022 to Mar 31, 2023
- Private funds · 28 to 5Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $705M to $740MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $705M to $740MMar 31, 2022 to Mar 31, 2023
- RAUM · $705M to $740MMar 31, 2022 to Mar 31, 2023
Signals
2 dated events
- Y••• R••••••• (Director) no longer on Schedule A of A••••••• C•••••• M••••••• L•••••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- A••••••• C•••••• M••••••• L•••••• filed its initial SEC registration (Form ADV)Mar 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••••• C•••••• M••••••• L•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/anthemis-group-sareportedpublic record, Form ADV, Sep 19, 2026
- Website
- A•••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 44 020 3828 0676reportedpublic record, Form ADV, Mar 30, 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