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••••• M••••••••• C••••••• L••
Latest filing Sep 14, 2026
First filing on the tape Jun 28, 2020 · 14 filings
SEC status approved since Jul 28, 2020
RAUM
$2.8B
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
20
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$2.8B as of Apr 29, 2026
Mar 31, 2021$584M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 31, 20210 then
Employees (5.A)20 as of Apr 29, 2026
Mar 31, 20219 then
Private funds40 as of Apr 29, 2026
Mar 31, 202117 then
RAUM +28% over the last fiscal year+12% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 14, 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
- $69.9MderivedRAUM 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
- +28%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
- $2.6B, 40 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)
- 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$2.8B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- n/areported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.6B for 40 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
38 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• G••••• P••••••• I• L• | Venture Capital Fund | $462M | 86 | Mar 31, 2022 |
| A••••• G••••• P••••••• I•• L• | Venture Capital Fund | $310M | 83 | Mar 31, 2022 |
| A••••• G••••• P••••••• I•• L••• | Venture Capital Fund | $148M | 69 | Mar 30, 2020 |
| A••••• G••••• P••••••• I•• C•••••••• L• | Venture Capital Fund | $136M | 6 | Mar 31, 2022 |
| A••••• F••••••••• I•••••••• L•• | Venture Capital Fund | $106M | 29 | Mar 31, 2022 |
| A••• L•• | Venture Capital Fund | $83.5M | 6 | Mar 29, 2024 |
| A••••• S••••• I•••••••• L•• | Venture Capital Fund | $80.5M | 12 | Mar 31, 2022 |
| A••••• G••••• P••••••• I• C••••••••• L••• | Venture Capital Fund | $79.4M | 7 | Jun 28, 2020 |
| A••••• S•••• I•••••••• L•• | Venture Capital Fund | $57.6M | 18 | Mar 31, 2022 |
| A••••• S••••• I•••••••• L•• | Venture Capital Fund | $54.5M | 15 | Mar 31, 2021 |
| A••••• D•••• I•••••••• I• L•• | Venture Capital Fund | $50.8M | 6 | Mar 31, 2023 |
| A••••• D•• I•••••••• L•• | Venture Capital Fund | $50.6M | 22 | Mar 31, 2022 |
| A••••• F••••••••• I•••••••• I• L•• | Venture Capital Fund | $50.0M | 10 | Mar 31, 2023 |
| A••••• C•••••• I•••••••• L•• | Venture Capital Fund | $48.6M | 15 | Mar 31, 2021 |
| A••••• X•••••• I•••••••• L•• | Venture Capital Fund | $40.1M | 9 | Mar 31, 2023 |
| A••••• A•••• I•••••••• L•• | Venture Capital Fund | $38.0M | 9 | Mar 31, 2022 |
| A••••• B••• I••••••••• L•• | Venture Capital Fund | $34.4M | 11 | Mar 30, 2020 |
| A••••• M••••• I•••••••• L•• | Venture Capital Fund | $29.0M | 9 | Mar 31, 2021 |
| A••••• G••••• P••••••• I••• L• | Venture Capital Fund | $23.8M | 43 | Mar 31, 2023 |
| A••••• G••••• P•••••••• L••• | Venture Capital Fund | $19.5M | 39 | May 8, 2018 |
| A••••• E•••••••• P••••••• I• L• | Venture Capital Fund | $18.4M | 13 | Mar 31, 2023 |
| A••••• T•• I•••••••• L•• | Venture Capital Fund | $18.2M | 10 | Mar 31, 2022 |
| A••••• B•• I••••••••• L•• | Venture Capital Fund | $10.3M | 26 | Mar 29, 2019 |
| A••••• S•• I••••••••• L•• | Venture Capital Fund | $9.7M | 6 | Mar 30, 2020 |
| A••••• A•••• I••••••••• L•• | Venture Capital Fund | $9.0M | 32 | Jul 17, 2017 |
| A••••• L•••• I••••••••• L•• | Venture Capital Fund | $5.3M | 23 | Mar 30, 2020 |
| A••••• L•••• I•••••••• I•• L•• | Venture Capital Fund | $4.7M | 23 | Jun 28, 2020 |
| A••••• A•••• I•••••••• T••• L•• | Venture Capital Fund | $4.5M | 9 | Jul 17, 2017 |
| A••••• L•••• I•••••••• I•• L•• | Venture Capital Fund | $4.4M | 14 | Mar 31, 2022 |
| A••••• M•••• I••••••••• L•• | Venture Capital Fund | $2.6M | 4 | Mar 30, 2020 |
| A••••• D••••• I•••••••• L•• | Venture Capital Fund | $2.6M | 55 | Mar 31, 2021 |
| A••••• V•••• H••••• I••••••••• L••no longer reported | Venture Capital Fund | $500,000 | 1 | Mar 30, 2020 |
| A••••• L•••••••• I••••••••• L••no longer reported | Venture Capital Fund | $446,820 | 1 | Mar 30, 2020 |
| A••••• F•••• I••••••••• L•• | Venture Capital Fund | $207,662 | 56 | Mar 29, 2019 |
| A••••• T••• I•••••••• L•• | Venture Capital Fund | $158,761 | 13 | Mar 31, 2022 |
| A••••• R• I••••••••• L•• | Venture Capital Fund | $13,136 | 4 | May 8, 2018 |
| A••••• E•••••••• P••••••• V• L• | Venture Capital Fund | $0 | 3 | Mar 29, 2024 |
| A••••• G••••• P••••••• V• L• | Venture Capital Fund | $0 | 22 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- R•••••••• J••••• M•••••• · M••••••• Membercontrolsince 01/2022 · owns 25% to 50% of A••••• M••••••••• G• L••
- R•••••••• J••••• M•••••• · Limited Partnercontrolsince 01/2022 · owns 25% to 50% of A••••• M••••••••• H••••••• L•
- S•••••• A•••••• G•••••• · M••••••• Membercontrolsince 01/2022 · owns 50% to 75% of A••••• M••••••••• G• L••
- S•••••• A•••••• G•••••• · Limited Partnercontrolsince 01/2022 · owns 50% to 75% of A••••• M••••••••• H••••••• L•
- D•••••• C••••••••• T••••• · Chief Compliance Officersince 10/2022 · owns less than 5%
Entity owners
- A••••• M••••••••• H••••••• L• · Direct Holderdirect · owns 75% or more
- A••••• M••••••••• G• L•• · General Partnerindirect · owns F of A••••• M••••••••• H••••••• L•
Related persons
Schedule D 7.A
- A••••• G••••• M••••••• P•••••• I•• L••pooled vehicle sponsorn
- A••••• G••••• M••••••• P•••••• I••• L••pooled vehicle sponsorn
- A••••• G••••• M••••••• P•••••• I•• L••pooled vehicle sponsorn
- A••••• G••••• M••••••• P•••••• V• L••pooled vehicle sponsorn
- A••••• G••••• M••••••• P••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · to unsetApr 29, 2026 to Sep 14, 2026
- Private funds · 40 to unsetApr 29, 2026 to Sep 14, 2026
- Succession · false to unsetApr 29, 2026 to Sep 14, 2026
- Accounts · 37 to 40Apr 30, 2025 to Mar 31, 2026
- Advisory employees · 9 to 11Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 37 to 40Apr 30, 2025 to Mar 31, 2026
- Assets in custody · $1.7B to $2.6BApr 30, 2025 to Mar 31, 2026
- Employees · 16 to 20Apr 30, 2025 to Mar 31, 2026
- Private funds · 37 to 40Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.2B to $2.8BApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.2B to $2.8BApr 30, 2025 to Mar 31, 2026
- RAUM · $2.2B to $2.8BApr 30, 2025 to Mar 31, 2026
- Accounts · 36 to 37Apr 29, 2024 to Apr 30, 2025
- Advisory employees · 11 to 9Apr 29, 2024 to Apr 30, 2025
- Pooled vehicle clients · 36 to 37Apr 29, 2024 to Apr 30, 2025
- Assets in custody · $1.9B to $1.7BApr 29, 2024 to Apr 30, 2025
- Financial planning clients · unset to Apr 29, 2024 to Apr 30, 2025
- Private funds · 36 to 37Apr 29, 2024 to Apr 30, 2025
- Discretionary RAUM · $1.9B to $2.2BApr 29, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $1.9B to $2.2BApr 29, 2024 to Apr 30, 2025
- RAUM · $1.9B to $2.2BApr 29, 2024 to Apr 30, 2025
- Accounts · 33 to 36Apr 28, 2023 to Mar 29, 2024
- Advisory employees · 10 to 11Apr 28, 2023 to Mar 29, 2024
- Pooled vehicle clients · 33 to 36Apr 28, 2023 to Mar 29, 2024
- Assets in custody · $2.0B to $1.9BApr 28, 2023 to Mar 29, 2024
- Employees · 15 to 16Apr 28, 2023 to Mar 29, 2024
- Private funds · 33 to 36Apr 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.0B to $1.9BApr 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.0B to $1.9BApr 28, 2023 to Mar 29, 2024
- RAUM · $2.0B to $1.9BApr 28, 2023 to Mar 29, 2024
- Accounts · 28 to 33Oct 21, 2022 to Mar 31, 2023
- Advisory employees · 9 to 10Oct 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 28 to 33Oct 21, 2022 to Mar 31, 2023
- Assets in custody · $2.3B to $2.0BOct 21, 2022 to Mar 31, 2023
- Employees · 14 to 15Oct 21, 2022 to Mar 31, 2023
- Private funds · 28 to 33Oct 21, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.3B to $2.0BOct 21, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.3B to $2.0BOct 21, 2022 to Mar 31, 2023
- RAUM · $2.3B to $2.0BOct 21, 2022 to Mar 31, 2023
- HQ city · COCONUT GROVE to NEW YORKSep 16, 2022 to Oct 21, 2022
Signals
4 dated events
- A••••• M••••••••• C••••••• L•• reported RAUM $2.8B, up 28% from $2.2B (2025-04-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A••••• M••••••••• C••••••• L•• reported RAUM $2.3B, up 293% from $583.8M (2021-03-31 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A••••• M••••••••• C••••••• L•• reported RAUM $583.8M, up 167% from $219.0M (2020-06-28 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- A••••• M••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••• M••••••••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/68777187reportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 3476142682reportedpublic record, Form ADV, Sep 14, 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