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••••••
Legal name A••• C•••••• M••••••••• L••
Latest filing Jul 15, 2026
First filing on the tape Jun 4, 2019 · 14 filings
SEC status approved since Jul 3, 2019
RAUM
$540M
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
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
10
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$540M as of Jul 15, 2026
Mar 13, 2020$263M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 15, 2026
Mar 13, 20200 then
Employees (5.A)4 as of Jul 15, 2026
Mar 13, 20203 then
Private funds10 as of Jul 15, 2026
Mar 13, 20205 then
RAUM +7.4% over the last fiscal year+2.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 15, 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
- $54.0MderivedRAUM 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
- +7.4%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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$540M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 10reported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| V•• S••• T••••••••• P••••••• P••••••• F••• L• | Private Equity Fund | $102M | 17 | Mar 29, 2017 |
| V•• S••• T••••••••• P••••••• I•• L• | Private Equity Fund | $94.8M | 11 | Mar 21, 2014 |
| V•• S••• T••••••••• P••••••• E••••••• F••• L• | Private Equity Fund | $84.6M | 17 | Mar 8, 2016 |
| A••• C•••••• S••• T••••••••• P••••••• I•• L••• | Venture Capital Fund | $83.4M | 19 | Jun 4, 2019 |
| A••• S•••••••• F••• I•• L• | Private Equity Fund | $40.0M | 16 | Mar 10, 2022 |
| A••• C•••••• V• L• | Private Equity Fund | $39.5M | 22 | Mar 3, 2023 |
| V•• S••• T••••••••• P•••••••• L••• | Private Equity Fund | $37.4M | 5 | Mar 19, 2013 |
| A••• S•••••••• F•••• L• | Private Equity Fund | $25.4M | 11 | Mar 18, 2021 |
Owners and control persons
Schedule A and B, latest filing
- D•••••• C••••••••• A•••••••• · Managing Directorcontrolsince 09/2018 · owns 75% or more
- Z••••• A••• E• · Chief Compliance Officer And Chief Operating Officersince 09/2018 · owns less than 5%
Related persons
Schedule D 7.A
- A• G• S•••••••• I•• L••pooled vehicle sponsorn
- A• G• S••••••••• L••pooled vehicle sponsorn
- A• G•• L••pooled vehicle sponsorn
- A• V• G•• L••pooled vehicle sponsorn
- A••• C•••••• V• L•pooled vehicle sponsorn
- V•••• S•• I•• L•••••pooled vehicle sponsorn
- V•••• S•• I••• L•••••pooled vehicle sponsorn
- V•••• S••• L•••••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $503M to $540MMar 21, 2025 to Feb 26, 2026
- Pooled vehicle RAUM · $503M to $540MMar 21, 2025 to Feb 26, 2026
- RAUM · $503M to $540MMar 21, 2025 to Feb 26, 2026
- Accounts · 8 to 10Sep 27, 2024 to Mar 21, 2025
- Pooled vehicle clients · 8 to 10Sep 27, 2024 to Mar 21, 2025
- Employees · 3 to 4Sep 27, 2024 to Mar 21, 2025
- Financial planning clients · unset to Sep 27, 2024 to Mar 21, 2025
- Private funds · 8 to 10Sep 27, 2024 to Mar 21, 2025
- Discretionary RAUM · $444M to $503MSep 27, 2024 to Mar 21, 2025
- Pooled vehicle RAUM · $444M to $503MSep 27, 2024 to Mar 21, 2025
- RAUM · $444M to $503MSep 27, 2024 to Mar 21, 2025
- Discretionary RAUM · $508M to $444MMar 3, 2023 to Mar 11, 2024
- Pooled vehicle RAUM · $508M to $444MMar 3, 2023 to Mar 11, 2024
- RAUM · $508M to $444MMar 3, 2023 to Mar 11, 2024
- Accounts · 7 to 8Oct 11, 2022 to Mar 3, 2023
- Pooled vehicle clients · 7 to 8Oct 11, 2022 to Mar 3, 2023
- Private funds · 7 to 8Oct 11, 2022 to Mar 3, 2023
- Discretionary RAUM · $496M to $508MOct 11, 2022 to Mar 3, 2023
- Pooled vehicle RAUM · $496M to $508MOct 11, 2022 to Mar 3, 2023
- RAUM · $496M to $508MOct 11, 2022 to Mar 3, 2023
- Accounts · 6 to 7Nov 3, 2021 to Mar 10, 2022
- Pooled vehicle clients · 6 to 7Nov 3, 2021 to Mar 10, 2022
- Private funds · 6 to 7Nov 3, 2021 to Mar 10, 2022
- Discretionary RAUM · $303M to $496MNov 3, 2021 to Mar 10, 2022
- Pooled vehicle RAUM · $303M to $496MNov 3, 2021 to Mar 10, 2022
- RAUM · $303M to $496MNov 3, 2021 to Mar 10, 2022
- Accounts · 5 to 6Apr 20, 2020 to Mar 18, 2021
- Pooled vehicle clients · 5 to 6Apr 20, 2020 to Mar 18, 2021
- Private funds · 5 to 6Apr 20, 2020 to Mar 18, 2021
- Discretionary RAUM · $263M to $303MApr 20, 2020 to Mar 18, 2021
- Pooled vehicle RAUM · $263M to $303MApr 20, 2020 to Mar 18, 2021
- RAUM · $263M to $303MApr 20, 2020 to Mar 18, 2021
- Advisory employees · 1 to 2Jun 4, 2019 to Mar 13, 2020
- Employees · 2 to 3Jun 4, 2019 to Mar 13, 2020
- Discretionary RAUM · $189M to $263MJun 4, 2019 to Mar 13, 2020
- Pooled vehicle RAUM · $189M to $263MJun 4, 2019 to Mar 13, 2020
- RAUM · $189M to $263MJun 4, 2019 to Mar 13, 2020
Signals
2 dated events
- A••• C•••••• reported RAUM $496.0M, up 64% from $303.4M (2021-11-03 to 2022-03-10)Mar 10, 2022 · RAUM change · derived
- A••• C•••••• filed its initial SEC registration (Form ADV)Jun 4, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••• C•••••• · Independent Sponsorsshared crd · capital_provider
- A••• C•••••• · Private Equityshared crd · organization
- A••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ahoycapitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-384-9434reportedpublic record, Form ADV, Jul 15, 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