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••• I•••••••• L•
Latest filing Jul 27, 2026
First filing on the tape Apr 19, 2018 · 19 filings
SEC status approved since May 22, 2018
RAUM
$6.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
2.8%
$189M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
8 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$6.8B as of Jul 27, 2026
Mar 29, 2019$2.0B then
HNW client RAUM$189M as of Jul 27, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)0 as of Jul 27, 2026
Mar 29, 20190 then
Employees (5.A)24 as of Jul 27, 2026
Mar 29, 201926 then
Private funds2 as of Jul 27, 2026
Mar 29, 20191 then
RAUM +107% over the last fiscal year+78% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Jul 27, 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
- $189MderivedHNW RAUM over HNW clients
- Average account
- $975MderivedRAUM 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
- +107%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $6.6B, 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
- 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$6.6B97%
- High-net-worth individuals$189M2.8%
- Individual clients
- n/areported
- HNW clients
- 1reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.6B for 6 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.97 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••• M••••• F••• L••• | Hedge Fund | $1.6B | 13 | Sep 18, 2018 |
| A••• S•••• M••••• F••• L•••no longer reported | Hedge Fund | $93.6M | 1 | Feb 22, 2021 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• L•••••••• A•••• · Chief Operating Officer / Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- G•••••••• E••••• K•••••• · Chief Compliance Officercontrolsince 08/2022 · owns less than 5%
- Q•••••• B•••• · Chairman / Chief Executive Officer / Chief Investment Officercontrolsince 02/2018 · owns less than 5%
- Q•••••• B•••• · Membercontrolsince 02/2018 · owns 25% to 50% of F••••• I•••••••• L••
- Q•••••• B•••• · Managing Membercontrolsince 12/2021 · owns 50% to 75% of F•• H••••••• L••
Entity owners
- A••• G• L•• · General Partnerdirect · owns less than 5%
- A••• S••••••••• L•• · Limited Partnerdirect · owns 50% to 75%
- F••••• I•••••••• L•• · Limited Partnerdirect · owns 25% to 50%
- F••••• I•••••••• L•• · Managing Memberindirect · owns 25% to 50% of A••• G• L••
- F•• H••••••• L•• · Limited Partnerdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A••• A••••••••• 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 28, 2026RAUM (Item 5.F) moved from $3,297,017,289 to $6,826,854,559 (+107.0%) between the annual amendments of 2025-03-27 and 2026-03-28; the peer median change was +13.0% (631 comparable advisers, 96.0th percentile of changes)peers: asset managers, $5B to $20B (631) · 96% percentile
What changed
consecutive filings, newest first
- Advisory employees · 6 to 8Feb 27, 2026 to Mar 28, 2026
- Pooled vehicle clients · 4 to 6Feb 27, 2026 to Mar 28, 2026
- Assets in custody · $3.1B to $6.6BFeb 27, 2026 to Mar 28, 2026
- Employees · 20 to 24Feb 27, 2026 to Mar 28, 2026
- Other offices · 0 to 1Feb 27, 2026 to Mar 28, 2026
- Discretionary RAUM · $3.3B to $6.8BFeb 27, 2026 to Mar 28, 2026
- HNW RAUM · $152M to $189MFeb 27, 2026 to Mar 28, 2026
- Pooled vehicle RAUM · $3.1B to $6.6BFeb 27, 2026 to Mar 28, 2026
- RAUM · $3.3B to $6.8BFeb 27, 2026 to Mar 28, 2026
- Advisory employees · 7 to 6Oct 1, 2024 to Mar 27, 2025
- Pooled vehicle clients · 3 to 4Oct 1, 2024 to Mar 27, 2025
- Assets in custody · $1.6B to $3.1BOct 1, 2024 to Mar 27, 2025
- Employees · 16 to 20Oct 1, 2024 to Mar 27, 2025
- Financial planning clients · unset to Oct 1, 2024 to Mar 27, 2025
- Private funds · 1 to 2Oct 1, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.7B to $3.3BOct 1, 2024 to Mar 27, 2025
- HNW RAUM · $144M to $152MOct 1, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.6B to $3.1BOct 1, 2024 to Mar 27, 2025
- RAUM · $1.7B to $3.3BOct 1, 2024 to Mar 27, 2025
- Accounts · 5 to 7Mar 28, 2023 to Mar 27, 2024
- Advisory activities · 4 to 2Mar 28, 2023 to Mar 27, 2024
- HNW clients · unset to 1.0Mar 28, 2023 to Mar 27, 2024
- Assets in custody · $1.2B to $1.6BMar 28, 2023 to Mar 27, 2024
- Employees · 14 to 16Mar 28, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $1.7BMar 28, 2023 to Mar 27, 2024
- HNW RAUM · unset to 143803954.0Mar 28, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.2B to $1.6BMar 28, 2023 to Mar 27, 2024
- RAUM · $1.2B to $1.7BMar 28, 2023 to Mar 27, 2024
- Related adviser · false to trueMar 28, 2023 to Mar 27, 2024
- Accounts · 3 to 5Oct 3, 2022 to Mar 28, 2023
- Advisory employees · 9 to 7Oct 3, 2022 to Mar 28, 2023
- Advisory activities · 1 to 4Oct 3, 2022 to Mar 28, 2023
- Charity clients · 0.0 to unsetOct 3, 2022 to Mar 28, 2023
- Corporate clients · 0.0 to unsetOct 3, 2022 to Mar 28, 2023
- HNW clients · 0.0 to unsetOct 3, 2022 to Mar 28, 2023
- Individual clients · 0.0 to unsetOct 3, 2022 to Mar 28, 2023
- Pension plan clients · 0.0 to unsetOct 3, 2022 to Mar 28, 2023
- Assets in custody · $1.6B to $1.2BOct 3, 2022 to Mar 28, 2023
- Employees · 16 to 14Oct 3, 2022 to Mar 28, 2023
- Discretionary RAUM · $1.6B to $1.2BOct 3, 2022 to Mar 28, 2023
Signals
11 dated events
- A••• I•••••••• L• reported RAUM $6.8B, up 107% from $3.3B (2026-02-27 to 2026-03-28)Mar 28, 2026 · RAUM change · derived
- A••• I•••••••• L• reported RAUM $3.3B, up 92% from $1.7B (2024-10-01 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- A••• I•••••••• L• reported RAUM $1.7B, up 43% from $1.2B (2023-03-28 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Paul John Cunningham (Chief Operating Officer / Chief Financial Officer) no longer on Schedule A of A••• I•••••••• L• (listed 2022-07-11, absent 2022-10-03)Oct 3, 2022 · Control person left · inference
- Andrew Craig Fisher (General Counsel / Chief Compliance Officer) no longer on Schedule A of A••• I•••••••• L• (listed 2022-07-11, absent 2022-10-03)Oct 3, 2022 · Control person left · inference
- Katzter Eliza Goldberg (Chief Compliance Officer) appeared on Schedule A of A••• I•••••••• L•Oct 3, 2022 · Control person joined · fact
- Allen Lawrence Avitabile (Chief Operating Officer / Chief Financial Officer) appeared on Schedule A of A••• I•••••••• L•Oct 3, 2022 · Control person joined · fact
- A••• I•••••••• L• reported RAUM $1.6B, down 38% from $2.6B (2021-03-31 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- A••• I•••••••• L• reported RAUM $3.2B, up 59% from $2.0B (2019-03-29 to 2020-03-27)Mar 27, 2020 · RAUM change · derived
- A••• I•••••••• L• reported RAUM $2.0B, up 65% from $1.2B (2018-09-18 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- A••• I•••••••• L• filed its initial SEC registration (Form ADV)Apr 19, 2018 · 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/atominvestorsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- atomlp.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (737) 249-0292reportedpublic record, Form ADV, Jul 27, 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