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 31, 2026
First filing on the tape May 3, 2018 · 15 filings
SEC status approved since Jun 4, 2018
RAUM
$252M
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
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$252M as of Mar 31, 2026
Mar 28, 2019$362M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20190 then
Employees (5.A)3 as of Mar 31, 2026
Mar 28, 20198 then
Private funds1 as of Mar 31, 2026
Mar 28, 20192 then
RAUM +184% over the last fiscal year-17% 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
- $252MderivedRAUM 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
- +184%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 vehicles, selection of other advisersreportedItem 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$252M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• C•••••• P••••••• F•••• L• | Private Equity Fund | $613M | 9 | Oct 3, 2018 |
| A••••• C•••••• P••••••• F••• O•••••••• L• | Private Equity Fund | $16.4M | 10 | Oct 3, 2018 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• A•••••• L•• · Partnercontrolsince 05/2018 · owns 50% to 75%
- K••••••••• F•••••• · Chief Compliance Officersince 10/2019 · owns less than 5%
Related persons
Schedule D 7.A
- A••••• C•••••• F••• G•• ••••••• L••pooled vehicle sponsorn
- A••••• C•••••• F••• G•• L••pooled vehicle sponsorn
- A••••• C•••••• G• ••••••• L•••pooled vehicle sponsorn
- A••••• C•••••• G•• L••pooled vehicle sponsorn
- A••••• C•••••• M••••••••• •••• L•••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $88,603,237 to $251,594,410 (+184.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 99.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 3 to 1Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 1Mar 31, 2025 to Mar 31, 2026
- Assets in custody · unset to 246177295.0Mar 31, 2025 to Mar 31, 2026
- Private funds · 3 to 1Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $88.6M to $252MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $88.6M to $252MMar 31, 2025 to Mar 31, 2026
- RAUM · $88.6M to $252MMar 31, 2025 to Mar 31, 2026
- Accounts · 2 to 3Mar 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Mar 26, 2024 to Mar 31, 2025
- Assets in custody · 16415817.0 to unsetMar 26, 2024 to Mar 31, 2025
- Employees · 2 to 3Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 31, 2025
- Private funds · 2 to 3Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $630M to $88.6MMar 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $630M to $88.6MMar 26, 2024 to Mar 31, 2025
- RAUM · $630M to $88.6MMar 26, 2024 to Mar 31, 2025
- Related adviser · true to falseMar 26, 2024 to Mar 31, 2025
- Assets in custody · $10.2M to $16.4MMar 22, 2023 to Mar 26, 2024
- Discretionary RAUM · $435M to $630MMar 22, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $435M to $630MMar 22, 2023 to Mar 26, 2024
- RAUM · $435M to $630MMar 22, 2023 to Mar 26, 2024
- Discretionary RAUM · $313M to $435MMar 30, 2022 to Mar 20, 2023
- Pooled vehicle RAUM · $313M to $435MMar 30, 2022 to Mar 20, 2023
- RAUM · $313M to $435MMar 30, 2022 to Mar 20, 2023
- Advisory employees · 5 to 2Mar 25, 2021 to Mar 25, 2022
- Assets in custody · $304M to $10.2MMar 25, 2021 to Mar 25, 2022
- Employees · 8 to 2Mar 25, 2021 to Mar 25, 2022
- Discretionary RAUM · $305M to $313MMar 25, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $305M to $313MMar 25, 2021 to Mar 25, 2022
- RAUM · $305M to $313MMar 25, 2021 to Mar 25, 2022
- Assets in custody · $388M to $304MJun 22, 2020 to Mar 25, 2021
- Discretionary RAUM · $389M to $305MJun 22, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $389M to $305MJun 22, 2020 to Mar 25, 2021
- RAUM · $389M to $305MJun 22, 2020 to Mar 25, 2021
- Accounts · 3 to 2Mar 19, 2020 to Jun 22, 2020
- Accounts · 2 to 3Nov 6, 2019 to Mar 19, 2020
- Assets in custody · $272M to $388MNov 6, 2019 to Mar 19, 2020
- Discretionary RAUM · $362M to $389MNov 6, 2019 to Mar 19, 2020
- Pooled vehicle RAUM · $362M to $389MNov 6, 2019 to Mar 19, 2020
- RAUM · $362M to $389MNov 6, 2019 to Mar 19, 2020
Signals
6 dated events
- A••••• C•••••• M••••••••• L• reported RAUM $251.6M, up 184% from $88.6M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A••••• C•••••• M••••••••• L• reported RAUM $88.6M, down 86% from $629.9M (2024-03-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- A••••• C•••••• M••••••••• L• reported RAUM $629.9M, up 45% from $434.8M (2023-03-22 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
- A••••• C•••••• M••••••••• L• reported RAUM $434.8M, up 39% from $312.8M (2022-03-30 to 2023-03-20)Mar 20, 2023 · RAUM change · derived
- Nmn Sergio D'Angelo (Partner) no longer on Schedule A of A••••• C•••••• M••••••••• L• (listed 2022-03-30, absent 2023-03-20)Mar 20, 2023 · Control person left · inference
- C•••• B••••• C•••••• O••••••••• L•• filed its initial SEC registration (Form ADV)May 3, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••• C•••••• M••••••••• L• · Independent Sponsorsshared crd · capital_provider
- A••••• C•••••• M••••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/aretex-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- A•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-651-2260reportedpublic 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