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.

Former SEC-registered adviser

A•••• V••••••• Y•••• L•••

Former SEC-registered adviserRaanana, CRD 300546SEC 801-123497IAPD
Latest filing Apr 7, 2022
First filing on the tape Feb 17, 2022 · 2 filings
RAUM
$1.5B
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
45
24 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
6
$1.4B gross assets
History
2 filings and snapshots on the tape
RAUM$1.5B as of Apr 7, 2022
Feb 17, 2022$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 7, 2022
Feb 17, 20220 then
Employees (5.A)45 as of Apr 7, 2022
Feb 17, 202245 then
Private funds6 as of Apr 7, 2022
Feb 17, 202212 then
Practice profile
derived from the filing of Apr 7, 2022; 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
$134MderivedRAUM 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
unknownderivedbetween 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
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$1.5B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
11reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
absent from the latest SEC rosterderived
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
      Every departureEvery arrival
      Private funds
      11 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A•••• G••••• F••• L•••••• P•••••••••Private Equity Fund$564M101Mar 28, 2019
      A•••• G••••• F••• I• L•••Private Equity Fund$331M71Feb 17, 2022
      A•••• V••••••• F••• L•••••• P•••••••••Venture Capital Fund$121M40Mar 28, 2019
      A•••• S••• S•• L•••••• P•••••••••Private Equity Fund$8.3M13Feb 17, 2022
      A•••• I•• S•• L•••Private Equity Fund$7.4M11Feb 17, 2022
      A•••• M••• S•• L•••••• P•••••••••Private Equity Fund$6.3M5Jul 29, 2022
      A•••• A••• S•• L•••••• P•••••••••Private Equity Fund$6.0M12Feb 17, 2022
      A•••• C••••••••• S•• I•• L••• •••••••••Private Equity Fund$5.7M7Jul 29, 2022
      A•••• M•• S•• L•••••• P•••••••••Private Equity Fund$5.3M7Jul 29, 2022
      A•••• C••••••••• S•• I• L••• •••••Private Equity Fund$2.8M4Jul 29, 2022
      A•••• V••• S•• L•••••• P•••••••••Private Equity Fund$1.3M2Jul 29, 2022
      Owners and control persons
      Schedule A and B, latest filing
      • K••••••• I••••• N•• · Chief Financial Officercontrol
        since 12/2021 · owns less than 5%
      • S•••••••• Y•••• C•••• · Chief Executive Officer And Director Of A•••• Ventures Y. Sh. Ltd.control
        since 12/2016 · owns less than 5%
      • S•••••• B•••••• N•• · Chief Communications And Head Of Investor Relations And Peoplecontrol
        since 11/2019 · owns less than 5%
      • W••••••• N•••• N•• · G•••••• Counselcontrol
        since 07/2021 · owns less than 5%
      • S•••••••• Y•••• C•••• · Ceo Director And Sole Shareholdercontrol
        since 12/2016 · owns 75% or more of H••••••• H••••••• L•••
      • B••••••••• T•••• · G•••••• Partner
        since 02/2018 · owns less than 5%
      • G•••• M•••••• M••••• · Chief Compliance Officer
        since 03/2017 · owns less than 5%
      Entity owners
      • H••••••• H••••••• L••• · Shareholder
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      • A•••• G•••••• P•••••• L•••
        pooled vehicle sponsorn
      • A•••• G••••• F••• G••• L•••••• P•••••••••
        pooled vehicle sponsorn
      • A•••• G••••• F••• I• G•••• L•••
        pooled vehicle sponsorn
      • A•••• G••••• I• G•••••• P•••••• L••
        pooled vehicle sponsorn
      • A•••• V••••••• F••• G••• L•••••• P•••••••••
        pooled vehicle sponsorn
      • A•••• V••••••• G•••••• P•••••• L•••
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Private funds · 12 to 6
        Feb 17, 2022 to Apr 7, 2022
      Signals
      1 dated events
      • A•••• V••••••• Y•••• L••• filed its initial SEC registration (Form ADV)
        Feb 17, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/amoon-fundreportedpublic record, Form ADV, Sep 18, 2026
      Website
      amoon.fundreportedpublic record, Form ADV, Sep 18, 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
      Former SEC-registered adviserderiveda 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