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 20, 2026
First filing on the tape Nov 7, 2018 · 39 filings
SEC status approved since Dec 14, 2018
RAUM
$26B
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
83
42 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
53
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$26B as of Mar 20, 2026
Apr 30, 2019$650M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Apr 30, 20190 then
Employees (5.A)83 as of Mar 20, 2026
Apr 30, 201913 then
Private funds53 as of Mar 20, 2026
Apr 30, 20193 then
RAUM +41% over the last fiscal year+35% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 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
- $445MderivedRAUM 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
- +41%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
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$26B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 58reported
- Financial planning clients
- 0reported
- 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
42 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• C•• 2••••• S•••no longer reported | Hedge Fund | $1.1B | 1 | Jun 11, 2019 |
| A•• C•• 5• L••• | Securitized Asset Fund | $800M | 46 | Mar 29, 2024 |
| A•• C•• 3• L••• | Securitized Asset Fund | $600M | 32 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $600M | 57 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $600M | 40 | Mar 29, 2024 |
| A•• C•• 9• L••• | Securitized Asset Fund | $580M | 34 | Mar 29, 2024 |
| A•• C•• 7• L••• | Securitized Asset Fund | $580M | 35 | Mar 29, 2024 |
| A•• C•• 6• L••• | Securitized Asset Fund | $580M | 31 | Mar 29, 2024 |
| A•• C••• C•• 8• L••• | Securitized Asset Fund | $575M | 11 | Mar 29, 2024 |
| A•• C•• 2••••• S•••no longer reported | Hedge Fund | $574M | 1 | Nov 12, 2021 |
| A•• C•• 2••••• S•••no longer reported | Hedge Fund | $533M | 1 | May 29, 2020 |
| A•• C••• C•• 1• L••• | Securitized Asset Fund | $520M | 13 | Mar 29, 2024 |
| A•• C••• C•• 4• L••• | Securitized Asset Fund | $505M | 9 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $500M | 22 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $500M | 24 | Mar 29, 2024 |
| A•• C•• I• L••• | Securitized Asset Fund | $500M | 19 | Mar 29, 2024 |
| A•• D••••••••• F••• L• | Hedge Fund | $500M | 1 | Nov 25, 2020 |
| A•• C•• 1• L••• | Securitized Asset Fund | $500M | 34 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $500M | 27 | Mar 29, 2024 |
| S•••••• F•••• L• | Hedge Fund | $450M | 2 | Mar 30, 2019 |
| A•• C••• C•• 2• L••• | Securitized Asset Fund | $450M | 8 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 27 | Mar 29, 2024 |
| A•• C•• 1• L••• | Securitized Asset Fund | $400M | 17 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 26 | Mar 29, 2024 |
| A•• S••••• C•• 1• L••• | Securitized Asset Fund | $400M | 26 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 26 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 23 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 24 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 28 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 21 | Mar 29, 2024 |
| A•• C•• 2• L••• | Securitized Asset Fund | $400M | 26 | Mar 29, 2024 |
| A•• C•• E••••• F•••• L• | Hedge Fund | $388M | 26 | Nov 28, 2022 |
| A•• C•• 1• L••• | Securitized Asset Fund | $350M | 22 | Mar 29, 2024 |
| A•• C••• F••• V•••••• 2•••••• L• | Hedge Fund | $330M | 1 | Mar 30, 2019 |
| A•• C••• C•• 2• L••• | Securitized Asset Fund | $319M | 14 | Mar 29, 2024 |
| A•••• H••••••• L•• | Private Equity Fund | $208M | 3 | Feb 27, 2024 |
| A•• C••• F••• V•••••• 2•••••• L• | Hedge Fund | $163M | 1 | May 29, 2020 |
| A•• C••• F••• V•••••• 2••••• L• | Hedge Fund | $152M | 1 | Nov 12, 2021 |
| M••••••••• F•••• L• | Hedge Fund | $124M | 2 | May 29, 2020 |
| A•• C••• F••• V•••••• 2•••••• L• | Hedge Fund | $52.1M | 1 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C••••• W••••• R••••••• · Chief Operating Officercontrolsince 05/2019 · owns less than 5%
- G••••••••• P••••• N•• · Principalcontrolsince 11/2018 · owns less than 5%
- T•••••••• G•••••• R•••••• · Chief Compliance Officersince 06/2023 · owns less than 5%
Entity owners
- A•• H••••••• L•• · Ownerdirect · owns 75% or more
- A•• D•••• I••••••••• A•••••••• · Ownerindirect · owns 75% or more of P••••••• I••••••••• I••••••••• H••••••• R•• L••••••
- P••••••• F••••• B• 2••• R•• L•••••• · Ownerindirect · owns 25% to 50% of A•• H••••••• L••
- P••••••• I••••••••• I••••••••• H••••••• R•• L•••••• · Ownerindirect · owns 75% or more of P••••••• F••••• B• 2••• R•• L••••••
Related persons
Schedule D 7.A
- A•• C•• D••••••••• G•• L••pooled vehicle sponsorn
- A•• C•• E••••• F••• G•• L••pooled vehicle sponsorn
- A•• G• I• L••pooled vehicle sponsorn
- A•• S•••••• G•• L••pooled vehicle sponsorn
- Agl US Dl Management LLCinvestment adviserpooled vehicle sponsornRAUM $1.2B
Advisers that list A•• C••••• M••••••••• L•• as a related person
- 331398 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 49 to 58Jun 5, 2025 to Mar 20, 2026
- Advisory employees · 34 to 42Jun 5, 2025 to Mar 20, 2026
- Pooled vehicle clients · 49 to 58Jun 5, 2025 to Mar 20, 2026
- Employees · 71 to 83Jun 5, 2025 to Mar 20, 2026
- Private funds · 44 to 53Jun 5, 2025 to Mar 20, 2026
- Discretionary RAUM · $18B to $26BJun 5, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $18B to $26BJun 5, 2025 to Mar 20, 2026
- RAUM · $18B to $26BJun 5, 2025 to Mar 20, 2026
- Financial planning clients · 0 to 0Mar 30, 2025 to Jun 5, 2025
- Accounts · 42 to 49Mar 5, 2025 to Mar 30, 2025
- Advisory employees · 32 to 34Mar 5, 2025 to Mar 30, 2025
- Pooled vehicle clients · 42 to 49Mar 5, 2025 to Mar 30, 2025
- Employees · 50 to 71Mar 5, 2025 to Mar 30, 2025
- Private funds · 51 to 44Mar 5, 2025 to Mar 30, 2025
- Discretionary RAUM · $14B to $18BMar 5, 2025 to Mar 30, 2025
- Pooled vehicle RAUM · $14B to $18BMar 5, 2025 to Mar 30, 2025
- RAUM · $14B to $18BMar 5, 2025 to Mar 30, 2025
- Private funds · 39 to 51May 13, 2024 to Mar 5, 2025
- Business name · A•• C••••• M••••••••• L• to A•• C••••• M••••••••• L••May 13, 2024 to May 13, 2024
- Organization form · Limited Partnership to Limited Liability CompanyMar 29, 2024 to Apr 29, 2024
- Related adviser · false to trueMar 29, 2024 to Apr 29, 2024
- Legal name · A•• C••••• M••••••••• L• to A•• C••••• M••••••••• L••Apr 29, 2024 to Apr 29, 2024
- Accounts · 12 to 42Feb 27, 2024 to Mar 29, 2024
- Advisory employees · 13 to 32Feb 27, 2024 to Mar 29, 2024
- Pooled vehicle clients · 12 to 42Feb 27, 2024 to Mar 29, 2024
- Employees · 32 to 50Feb 27, 2024 to Mar 29, 2024
- Private funds · 10 to 39Feb 27, 2024 to Mar 29, 2024
- Discretionary RAUM · $11B to $14BFeb 27, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $11B to $14BFeb 27, 2024 to Mar 29, 2024
- RAUM · $11B to $14BFeb 27, 2024 to Mar 29, 2024
- Private funds · 9 to 10Jun 23, 2023 to Feb 27, 2024
- Accounts · 11 to 12Dec 16, 2022 to Mar 28, 2023
- Advisory employees · 11 to 13Dec 16, 2022 to Mar 28, 2023
- Pooled vehicle clients · 11 to 12Dec 16, 2022 to Mar 28, 2023
- Employees · 26 to 32Dec 16, 2022 to Mar 28, 2023
- Private funds · 12 to 9Dec 16, 2022 to Mar 28, 2023
- Discretionary RAUM · $9.5B to $11BDec 16, 2022 to Mar 28, 2023
- Pooled vehicle RAUM · $9.5B to $11BDec 16, 2022 to Mar 28, 2023
- RAUM · $9.5B to $11BDec 16, 2022 to Mar 28, 2023
- Assets in custody · 9474888000.0 to unsetSep 29, 2022 to Nov 28, 2022
Signals
13 dated events
- A•• C••••• M••••••••• L•• reported RAUM $25.8B, up 41% from $18.2B (2025-06-05 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- A•• C••••• M••••••••• L•• reported RAUM $18.2B, up 27% from $14.4B (2025-03-05 to 2025-03-30)Mar 30, 2025 · RAUM change · derived
- A•• C••••• M••••••••• L•• reported RAUM $14.4B, up 36% from $10.6B (2024-02-27 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- A•• C••••• M••••••••• L•• reported RAUM $9.5B, up 57% from $6.1B (2021-11-12 to 2022-06-29)Jun 29, 2022 · RAUM change · derived
- Shen John Ryan (Chief Administrative Officer) no longer on Schedule A of A•• C••••• M••••••••• L•• (listed 2021-06-15, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- A•• C••••• M••••••••• L•• reported RAUM $6.1B, up 73% from $3.5B (2021-06-15 to 2021-06-30)Jun 30, 2021 · RAUM change · derived
- Joseph Mark Deangelis (Chief Compliance Officer) no longer on Schedule A of A•• C••••• M••••••••• L•• (listed 2020-11-25, absent 2021-06-15)Jun 15, 2021 · Control person left · inference
- A•• C••••• M••••••••• L•• reported RAUM $3.3B, up 82% from $1.8B (2020-08-21 to 2020-09-10)Sep 10, 2020 · RAUM change · derived
- A•• C••••• M••••••••• L•• reported RAUM $1.8B, up 178% from $650.0M (2020-02-24 to 2020-05-29)May 29, 2020 · RAUM change · derived
- Richards Wynne Comer (Chief Operating Officer) appeared on Schedule A of A•• C••••• M••••••••• L••Jun 20, 2019 · Control person joined · fact
- Elizabeth Wynne Comer (Chief Operating Officer) no longer on Schedule A of A•• C••••• M••••••••• L•• (listed 2019-05-16, absent 2019-06-11)Jun 11, 2019 · Control person left · inference
- Elizabeth Wynne Comer (Chief Operating Officer) appeared on Schedule A of A•• C••••• M••••••••• L••May 16, 2019 · Control person joined · fact
- A•• A•••• M••••••••• filed its initial SEC registration (Form ADV)Nov 7, 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
- Website
- aglcredit.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-973-8600reportedpublic record, Form ADV, Mar 20, 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