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•••••• I••••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2021 · 8 filings
SEC status approved since Jul 30, 2021
RAUM
$1.4B
reported, Item 5.F
Discretionary
64%
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
10
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.4B as of Mar 31, 2026
Mar 31, 2022$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)10 as of Mar 31, 2026
Mar 31, 20227 then
Private funds3 as of Mar 31, 2026
Mar 31, 20223 then
RAUM +124% over the last fiscal year+61% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $235MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%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
- +124%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
- $1.4B, 6 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 6 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=true 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• X•• C•••••• F•••• L• | Hedge Fund | $496M | 51 | Jun 29, 2021 |
| A•••••••• M••••••• G••••• F•••• L• | Hedge Fund | $15.1M | 4 | Mar 30, 2023 |
| A•••••••• A••••••• G••••• F••• L• | Hedge Fund | $781,169 | 10 | Mar 31, 2022 |
| A•••••••• C•••••• C••••• Y•••• F••• L• | Hedge Fund | $0 | 0 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• J• M•••••• · Managing Membercontrolsince 11/2021 · owns 75% or more
- C••••••••• K•••• J• · Partnercontrolsince 06/2022 · owns less than 5%
- N••••• T•••• · Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
Related persons
Schedule D 7.A
- A•••••••• C•••••• M••••••••• L••bankpooled vehicle sponsorn
- A•••••••• C•••••• O••••••• G• 2• L•••pooled vehicle sponsorn
- A•••••••• C•••••• O••••••• G• 3• L•••pooled vehicle sponsorn
- A•••••••• C•••••• O••••••• G• 4• L•••pooled vehicle sponsorn
- A•••••••• C•••••• O••••••• G•• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 100.0% to 64.0% between the annual amendments of 2025-03-27 and 2026-03-31peers: asset managers, $1B to $5B (1,506)
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $628,850,524 to $1,407,546,010 (+124.0%) between the annual amendments of 2025-03-27 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 95.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 6Mar 27, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 6Mar 27, 2025 to Mar 31, 2026
- Assets in custody · $629M to $1.4BMar 27, 2025 to Mar 31, 2026
- Employees · 12 to 10Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $629M to $907MMar 27, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $501MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $629M to $1.4BMar 27, 2025 to Mar 31, 2026
- RAUM · $629M to $1.4BMar 27, 2025 to Mar 31, 2026
- Assets in custody · $0 to $629MMar 29, 2024 to Mar 27, 2025
- Employees · 10 to 12Mar 29, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 27, 2025
- Discretionary RAUM · $512M to $629MMar 29, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $512M to $629MMar 29, 2024 to Mar 27, 2025
- RAUM · $512M to $629MMar 29, 2024 to Mar 27, 2025
- Advisory employees · 3 to 9Jul 28, 2023 to Mar 29, 2024
- Employees · 7 to 10Jul 28, 2023 to Mar 29, 2024
- Private funds · 4 to 3Jul 28, 2023 to Mar 29, 2024
- Discretionary RAUM · $340M to $512MJul 28, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $340M to $512MJul 28, 2023 to Mar 29, 2024
- RAUM · $340M to $512MJul 28, 2023 to Mar 29, 2024
- HQ city · SEATTLE to MIAMIMar 30, 2023 to Jul 28, 2023
- HQ state · WA to FLMar 30, 2023 to Jul 28, 2023
- Accounts · 6 to 8Mar 31, 2022 to Mar 30, 2023
- Advisory employees · 5 to 3Mar 31, 2022 to Mar 30, 2023
- Pooled vehicle clients · 6 to 8Mar 31, 2022 to Mar 30, 2023
- Private funds · 3 to 4Mar 31, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.6B to $340MMar 31, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.6B to $340MMar 31, 2022 to Mar 30, 2023
- RAUM · $1.6B to $340MMar 31, 2022 to Mar 30, 2023
- Related bank · false to trueMar 31, 2022 to Mar 30, 2023
- Accounts · 2 to 6Dec 7, 2021 to Mar 31, 2022
- Advisory employees · 3 to 5Dec 7, 2021 to Mar 31, 2022
- Business name · A•••••••• C•••••• M••••••••• L•• to A•••••••• C•••••• I••••••••• M••••••••• L••Dec 7, 2021 to Mar 31, 2022
- Pooled vehicle clients · 2 to 6Dec 7, 2021 to Mar 31, 2022
- Assets in custody · $752M to $0Dec 7, 2021 to Mar 31, 2022
- Employees · 5 to 7Dec 7, 2021 to Mar 31, 2022
- Legal name · A•••••••• C•••••• M••••••••• L•• to A•••••••• C•••••• I••••••••• M••••••••• L••Dec 7, 2021 to Mar 31, 2022
- Private funds · 1 to 3Dec 7, 2021 to Mar 31, 2022
- Discretionary RAUM · $752M to $1.6BDec 7, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $752M to $1.6BDec 7, 2021 to Mar 31, 2022
Signals
9 dated events
- A•••••••• C•••••• I••••••••• M••••••••• L•• reported RAUM $1.4B, up 124% from $628.9M (2025-03-27 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••••••• C•••••• I••••••••• M••••••••• L•• reported RAUM $511.6M, up 51% from $339.7M (2023-07-28 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- A. H•••••• H•••• (Executive Officer And Chief Compliance Officer) no longer on Schedule A of A•••••••• C•••••• I••••••••• M••••••••• L•• (listed 2023-03-30, absent 2023-07-28)Jul 28, 2023 · Control person left · inference
- Taryn Naidu (Chief Compliance Officer) appeared on Schedule A of A•••••••• C•••••• I••••••••• M••••••••• L••Jul 28, 2023 · Control person joined · fact
- A•••••••• C•••••• I••••••••• M••••••••• L•• reported RAUM $339.7M, down 79% from $1.6B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- J Keli Callaghan (Partner) appeared on Schedule A of A•••••••• C•••••• I••••••••• M••••••••• L••Mar 30, 2023 · Control person joined · fact
- A•••••••• C•••••• I••••••••• M••••••••• L•• reported RAUM $1.6B, up 117% from $752.1M (2021-12-07 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A•••••••• C•••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)Dec 7, 2021 · Succession (Item 4) · fact
- A•••••••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2021 · 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
- Firm profile
- linkedin.com/company/arrington-capitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 786-548-1886reportedpublic record, Form ADV, Mar 31, 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