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•••••• P••••••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Dec 21, 2018 · 13 filings
SEC status approved since Feb 8, 2019
RAUM
$672M
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
12
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
15
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$672M as of Mar 31, 2026
Mar 25, 2020$102M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20200 then
Employees (5.A)12 as of Mar 31, 2026
Mar 25, 20207 then
Private funds15 as of Mar 31, 2026
Mar 25, 20201 then
RAUM -6.9% over the last fiscal year+28% 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
- $44.8MderivedRAUM 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
- -6.9%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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$672M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 15reported
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• P••••••• W•••••••• F••• I• L• | Private Equity Fund | $229M | 50 | Jun 5, 2019 |
| A•••••• C••••••••• S••• L•• | Private Equity Fund | $50.2M | 11 | Mar 29, 2022 |
| A•••••• P••••••• E••••• B••••• F•••• L• | Private Equity Fund | $46.4M | 75 | Mar 23, 2023 |
| A•••••• B•••••• S••• L•• | Private Equity Fund | $35.3M | 7 | Mar 23, 2023 |
| A•••••• M••••••••• S••• L•• | Private Equity Fund | $26.7M | 12 | Mar 23, 2023 |
| O•••••• A•••••• S••• L•• | Private Equity Fund | $25.3M | 4 | Mar 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C••••• R•••• D•••• · Managing Membercontrolsince 10/2018 · owns 25% to 50%
- P•••••• D•••••• S••••• · Chief Compliance Officercontrolsince 10/2018 · owns 50% to 75%
- R••••• A•••••• S••••••••• · Managing Membercontrolsince 01/2022 · owns 10% to 25%
- W•••••••• T•••• L••• · Managing Membercontrolsince 01/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
- A•••••• P••••••• G•• L••pooled vehicle sponsorn
- A•••••• P••••••• S•• I• M••••••••• L••investment advisern
- A•••••• P••••••• S•• I• L••pooled vehicle sponsorn
- U••••••••• V•••••••investment advisernRAUM $363M
- U••••••••• V••••••• F•••• P••••••• I•• L••pooled vehicle sponsorn
- U••••••••• V••••••• F•••• P•••••••• L••pooled vehicle sponsorn
- U• I••••• S•••• A••••••••• F••• P••••••• I• L••pooled vehicle sponsorn
Advisers that list A•••••• P••••••• M••••••••• L•• as a related person
- 163575 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- private fund count surgeChange between filings · filing Mar 31, 2026private funds (Schedule D 7.B.1) moved from 9.0 to 15.0 (+67.0%) between the annual amendments of 2025-04-30 and 2026-03-31; the peer median change was 0.0% (490 comparable advisers, 96.0th percentile of changes)peers: asset managers, $500M to $1B (490) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 15Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 9 to 15Apr 30, 2025 to Mar 31, 2026
- Private funds · 9 to 15Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $722M to $672MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $722M to $672MApr 30, 2025 to Mar 31, 2026
- RAUM · $722M to $672MApr 30, 2025 to Mar 31, 2026
- Accounts · 6 to 9Mar 25, 2024 to Apr 30, 2025
- Advisory employees · 14 to 8Mar 25, 2024 to Apr 30, 2025
- Pooled vehicle clients · 6 to 9Mar 25, 2024 to Apr 30, 2025
- Employees · 14 to 12Mar 25, 2024 to Apr 30, 2025
- Financial planning clients · unset to Mar 25, 2024 to Apr 30, 2025
- Private funds · 6 to 9Mar 25, 2024 to Apr 30, 2025
- Discretionary RAUM · $603M to $722MMar 25, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $603M to $722MMar 25, 2024 to Apr 30, 2025
- RAUM · $603M to $722MMar 25, 2024 to Apr 30, 2025
- Advisory employees · 6 to 14Apr 26, 2023 to Mar 25, 2024
- Employees · 8 to 14Apr 26, 2023 to Mar 25, 2024
- Discretionary RAUM · $444M to $603MApr 26, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $444M to $603MApr 26, 2023 to Mar 25, 2024
- RAUM · $444M to $603MApr 26, 2023 to Mar 25, 2024
- Discretionary RAUM · $318M to $444MMar 23, 2023 to Apr 26, 2023
- Pooled vehicle RAUM · $318M to $444MMar 23, 2023 to Apr 26, 2023
- RAUM · $318M to $444MMar 23, 2023 to Apr 26, 2023
- Accounts · 3 to 6Oct 12, 2022 to Mar 23, 2023
- Advisory employees · 3 to 6Oct 12, 2022 to Mar 23, 2023
- Pooled vehicle clients · 3 to 6Oct 12, 2022 to Mar 23, 2023
- Employees · 3 to 8Oct 12, 2022 to Mar 23, 2023
- Private funds · 3 to 6Oct 12, 2022 to Mar 23, 2023
- Discretionary RAUM · $294M to $318MOct 12, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $294M to $318MOct 12, 2022 to Mar 23, 2023
- RAUM · $294M to $318MOct 12, 2022 to Mar 23, 2023
- Discretionary RAUM · $278M to $294MMar 29, 2022 to Oct 12, 2022
- Pooled vehicle RAUM · $278M to $294MMar 29, 2022 to Oct 12, 2022
- RAUM · $278M to $294MMar 29, 2022 to Oct 12, 2022
- Accounts · 2 to 3Sep 28, 2021 to Mar 29, 2022
- Pooled vehicle clients · 2 to 3Sep 28, 2021 to Mar 29, 2022
- Discretionary RAUM · $158M to $278MSep 28, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $158M to $278MSep 28, 2021 to Mar 29, 2022
- RAUM · $158M to $278MSep 28, 2021 to Mar 29, 2022
- Private funds · 2 to 3Mar 30, 2021 to Sep 28, 2021
Signals
8 dated events
- A•••••• P••••••• M••••••••• L•• reported RAUM $602.8M, up 36% from $444.4M (2023-04-26 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- A•••••• P••••••• M••••••••• L•• reported RAUM $444.4M, up 40% from $318.4M (2023-03-23 to 2023-04-26)Apr 26, 2023 · RAUM change · derived
- S••••••••• A••••• R•••• (Managing Member) appeared on Schedule A of A•••••• P••••••• M••••••••• L••Mar 23, 2023 · Control person joined · fact
- L••• T••• W••••••• (Managing Member) appeared on Schedule A of A•••••• P••••••• M••••••••• L••Mar 23, 2023 · Control person joined · fact
- A•••••• P••••••• M••••••••• L•• reported RAUM $278.5M, up 76% from $158.0M (2021-09-28 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- Vilko Adam Goldfarb (Chief Compliance Officer) no longer on Schedule A of A•••••• P••••••• M••••••••• L•• (listed 2020-03-25, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Vilko Adam Goldfarb (Chief Compliance Officer) appeared on Schedule A of A•••••• P••••••• M••••••••• L••Jun 5, 2019 · Control person joined · fact
- A•••••• P••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 21, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••••• P••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/achieve-partners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- a•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 332-400-1140reportedpublic 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