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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A••••• C•••••• M••••••••• L•
Latest filing Jun 10, 2026
First filing on the tape Aug 7, 2018 · 22 filings
SEC status approved since Sep 6, 2018
RAUM
$289M
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
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
22 filings and snapshots on the tape
RAUM$289M as of Jun 10, 2026
Feb 4, 2019$105M then
HNW client RAUM$0 as of Jun 10, 2026
Feb 4, 2019$0 then
State-registered IARs (5.B.3)0 as of Jun 10, 2026
Feb 4, 20190 then
Employees (5.A)6 as of Jun 10, 2026
Feb 4, 20195 then
Private funds1 as of Jun 10, 2026
Feb 4, 20196 then
RAUM +53% over the last fiscal year+24% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 10, 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
- $145MderivedRAUM 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
- +53%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
- has discretionary authority over which securities are bought or sold (8.C.1)
- 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$289M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 2reported
- 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A••••• C•••••• Y•••• P•••••• F•••• L•••no longer reported | Real Estate Fund | $135M | 159 | Feb 4, 2019 |
| A••••• C•••••• O••••••••• Z••• F•••• L••• | Real Estate Fund | $17.6M | 45 | Oct 25, 2019 |
| A••••• P••• C••• I•••••••• L••no longer reported | Real Estate Fund | $13.3M | 1 | Feb 4, 2019 |
| A••••• P••• C••• L••••• I• L••no longer reported | Real Estate Fund | $10.1M | 1 | Feb 4, 2019 |
| A••••• L•• V•••• S• L•• L••••• L••no longer reported | Real Estate Fund | $10.0M | 1 | Feb 4, 2019 |
| A••••• N•• R•••• L••••• I• L••no longer reported | Real Estate Fund | $7.5M | 1 | Feb 4, 2019 |
| A••••• L•• V•••• S• L••••• I• L••no longer reported | Real Estate Fund | $5.0M | 1 | Oct 25, 2019 |
| A••••• C•••••• F•••• L••• F•••• L•••no longer reported | Real Estate Fund | $4.1M | 1 | Feb 4, 2019 |
| A••••• M••••••• F• L••no longer reported | Real Estate Fund | $3.0M | 1 | Mar 30, 2022 |
| A••••• C•••••• O••••••••• Z••• F••• I•• L•••no longer reported | Real Estate Fund | $3.0M | 1 | Mar 30, 2022 |
| A••••• D••••• P• L••no longer reported | Real Estate Fund | $1.7M | 1 | Mar 30, 2022 |
| A••••• Y••• L••no longer reported | Real Estate Fund | $1.2M | 1 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• R••••••• M•••••• · Chief Executive Officercontrolsince 08/2016 · owns 25% to 50%
- G•••••• T•••••• · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- G•••••• M•••••• · Chief Investment Officercontrolsince 08/2016 · owns 25% to 50%
- D••••••• R••••••• M•••••• · Ownercontrolsince 02/2019 · owns 25% to 50% of A••••• C•••••• M••••••••• G• L••
- G•••••• M•••••• · Ownercontrolsince 02/2019 · owns 50% to 75% of A••••• C•••••• M••••••••• G• L••
Entity owners
- A••••• C•••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A••••• C•••••• M••••••••• G• L••pooled 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 30, 2026RAUM (Item 5.F) moved from $189,500,751 to $289,262,311 (+53.0%) between the annual amendments of 2025-03-27 and 2026-03-30; the peer median change was +4.0% (1148 comparable advisers, 91.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 91% percentile
What changed
consecutive filings, newest first
- Employees · 5 to 6Mar 27, 2025 to Mar 30, 2026
- Discretionary RAUM · $190M to $289MMar 27, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $190M to $289MMar 27, 2025 to Mar 30, 2026
- RAUM · $190M to $289MMar 27, 2025 to Mar 30, 2026
- Employees · 6 to 5May 1, 2024 to Mar 27, 2025
- Financial planning clients · unset to May 1, 2024 to Mar 27, 2025
- Discretionary RAUM · $166M to $190MMay 1, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $166M to $190MMay 1, 2024 to Mar 27, 2025
- RAUM · $166M to $190MMay 1, 2024 to Mar 27, 2025
- Employees · 5 to 6Mar 28, 2024 to May 1, 2024
- Advisory employees · 3 to 4Mar 22, 2023 to Mar 28, 2024
- Private funds · 2 to 1Mar 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $151M to $166MMar 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $151M to $166MMar 22, 2023 to Mar 28, 2024
- RAUM · $151M to $166MMar 22, 2023 to Mar 28, 2024
- Accounts · 7 to 2Oct 19, 2022 to Mar 22, 2023
- Pooled vehicle clients · 7 to 2Oct 19, 2022 to Mar 22, 2023
- Private funds · 7 to 2Oct 19, 2022 to Mar 22, 2023
- Discretionary RAUM · $127M to $151MOct 19, 2022 to Mar 22, 2023
- Pooled vehicle RAUM · $127M to $151MOct 19, 2022 to Mar 22, 2023
- RAUM · $127M to $151MOct 19, 2022 to Mar 22, 2023
- Accounts · 5 to 7Oct 22, 2021 to Mar 30, 2022
- Pooled vehicle clients · 5 to 7Oct 22, 2021 to Mar 30, 2022
- Private funds · 3 to 7Oct 22, 2021 to Mar 30, 2022
- Discretionary RAUM · $110M to $127MOct 22, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $110M to $127MOct 22, 2021 to Mar 30, 2022
- RAUM · $110M to $127MOct 22, 2021 to Mar 30, 2022
- Private funds · 5 to 3Mar 16, 2021 to Aug 13, 2021
- Advisory employees · 4 to 3Aug 21, 2020 to Mar 16, 2021
- Pooled vehicle clients · 8 to 5Aug 21, 2020 to Mar 16, 2021
- Discretionary RAUM · $104M to $110MAug 21, 2020 to Mar 16, 2021
- Pooled vehicle RAUM · $104M to $110MAug 21, 2020 to Mar 16, 2021
- RAUM · $104M to $110MAug 21, 2020 to Mar 16, 2021
- Accounts · 8 to 5Nov 6, 2019 to Mar 17, 2020
- Other offices · 1 to 0Nov 6, 2019 to Mar 17, 2020
- Private funds · 8 to 5Nov 6, 2019 to Mar 17, 2020
- Discretionary RAUM · $108M to $104MNov 6, 2019 to Mar 17, 2020
- Pooled vehicle RAUM · $108M to $104MNov 6, 2019 to Mar 17, 2020
- RAUM · $108M to $104MNov 6, 2019 to Mar 17, 2020
- Accounts · 6 to 8Feb 25, 2019 to Oct 25, 2019
Signals
3 dated events
- T•••••• G••••• (Chief Compliance Officer) appeared on Schedule A of A••••• C•••••• M••••••••• L•Mar 30, 2022 · Control person joined · fact
- Ronald William Cline (Partner) no longer on Schedule A of A••••• C•••••• M••••••••• L• (listed 2021-08-17, absent 2021-10-22)Oct 22, 2021 · Control person left · inference
- A••••• C•••••• M••••••••• filed its initial SEC registration (Form ADV)Aug 7, 2018 · ria f•••• adv filing · 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/alcovacapreportedpublic record, Form ADV, Sep 18, 2026
- Website
- alcovacap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (212) 320-8387reportedpublic record, Form ADV, Jun 10, 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
Across the graphs
A••••• C•••••• M••••••••• L• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…