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••• M••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 29, 2021 · 7 filings
SEC status approved since Jul 30, 2021
RAUM
$4.7B
reported, Item 5.F
Discretionary
84%
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
34
7 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$4.7B as of Mar 31, 2026
Mar 31, 2022$379M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20220 then
Employees (5.A)34 as of Mar 31, 2026
Mar 31, 202215 then
Private funds4 as of Mar 31, 2026
Mar 31, 20222 then
RAUM +28% over the last fiscal year+17% a year over threeIARs 0 to 0offices 0 to 2
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- PE backed · a Schedule A entity owner at 25 percent or more whose exact legal name is a PE fund vehicle or a classified PE sponsor on the DFX private equity graph
- 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
- $194MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 84%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%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
- Custody
- $4.7B, 24 clientsreportedItem 9.A
- Ownership
- a PE fund or sponsor is a 25 percent or greater owner 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$4.7B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $4.7B for 24 clientsreported
- 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••• C••••• F••• I• R••• L•• | Real Estate Fund | $1.9B | 120 | Mar 31, 2021 |
| A••• C••••• F••• I• R••• L•• | Real Estate Fund | $733M | 77 | Mar 29, 2023 |
| A••• M••••••••• I• R•••• L•• | Private Equity Fund | $396M | 56 | Mar 31, 2022 |
| S•• I• A••• H••••••• L• | Real Estate Fund | $141M | 1 | Mar 29, 2023 |
| A••• C••••• P••••••• L•no longer reported | Private Equity Fund | $9.6M | 44 | Oct 13, 2020 |
| A••• C••••• O••••••• L•no longer reported | Private Equity Fund | $7.9M | 42 | Oct 13, 2020 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• L•••••• S•••• · Managing Partner And Ccocontrolsince 10/2020 · owns less than 5%
- V•• D•• P•••• M•••••• · Managing Partnercontrolsince 10/2020 · owns less than 5%
- M•••••• L•••••• S•••• · M••••••controlsince 10/2020 · owns 25% to 50% of A••• P••••••• C•••••• V•••••• L••
- V•• D•• P•••• M•••••• · M••••••controlsince 10/2020 · owns 25% to 50% of A••• P••••••• C•••••• V•••••• L••
Entity owners
- A••• P••••••• C•••••• V•••••• L•• · Managing Memberdirect · owns 75% or more
- A•••••• R••••• S••••••••• V•••• L••• · Limited Partnerindirect · owns 75% or more of A•• V••• A••• M•••••• L••
- A•• V••• A••• M•••••• L•• · General Partnerindirect · owns F of A•• V••• A••• M••••••• L•••
- A•• V••• A••• M••••••• L••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- A••• A••••••••• I• L••pooled vehicle sponsorn
- A••• A••••••••• I•• L••pooled vehicle sponsorn
- A••• C••••• F••• I• G•pooled vehicle sponsorn
- A••• F••• I• G•• L••pooled vehicle sponsorn
- A••• I• P•• L••investment advisern
- A••• I•• P•• L••investment advisern
- A••• M••••••••• F••• I• G•• L••pooled vehicle sponsorn
- A••• R•••• G• L••pooled vehicle sponsorn
- A••• S•• I• 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
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 68.0% to 84.0% between the annual amendments of 2025-03-26 and 2026-03-31peers: ASSET_M••••••, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 21 to 24Mar 26, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 26, 2025 to Mar 31, 2026
- Pooled vehicle clients · 21 to 24Mar 26, 2025 to Mar 31, 2026
- Assets in custody · $3.6B to $4.7BMar 26, 2025 to Mar 31, 2026
- Employees · 28 to 34Mar 26, 2025 to Mar 31, 2026
- Other offices · 0 to 2Mar 26, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.5B to $3.9BMar 26, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $1.2B to $727MMar 26, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.6B to $4.7BMar 26, 2025 to Mar 31, 2026
- RAUM · $3.6B to $4.7BMar 26, 2025 to Mar 31, 2026
- Accounts · 20 to 21Mar 26, 2024 to Mar 26, 2025
- Advisory employees · 7 to 6Mar 26, 2024 to Mar 26, 2025
- Pooled vehicle clients · 20 to 21Mar 26, 2024 to Mar 26, 2025
- Assets in custody · $3.1B to $3.6BMar 26, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 26, 2025
- Discretionary RAUM · $1.9B to $2.5BMar 26, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $1.2B to $1.2BMar 26, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $3.1B to $3.6BMar 26, 2024 to Mar 26, 2025
- RAUM · $3.1B to $3.6BMar 26, 2024 to Mar 26, 2025
- Accounts · 19 to 20Mar 29, 2023 to Mar 26, 2024
- Pooled vehicle clients · 19 to 20Mar 29, 2023 to Mar 26, 2024
- Assets in custody · $2.9B to $3.1BMar 29, 2023 to Mar 26, 2024
- Employees · 26 to 28Mar 29, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.5B to $1.9BMar 29, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $1.4B to $1.2BMar 29, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $2.9B to $3.1BMar 29, 2023 to Mar 26, 2024
- RAUM · $2.9B to $3.1BMar 29, 2023 to Mar 26, 2024
- Accounts · 6 to 19Nov 4, 2022 to Mar 29, 2023
- Pooled vehicle clients · 6 to 19Nov 4, 2022 to Mar 29, 2023
- Assets in custody · $379M to $2.9BNov 4, 2022 to Mar 29, 2023
- Employees · 15 to 26Nov 4, 2022 to Mar 29, 2023
- HQ city · ATLANTA to NEW YORKNov 4, 2022 to Mar 29, 2023
- HQ state · GA to NYNov 4, 2022 to Mar 29, 2023
- Other offices · 1 to 0Nov 4, 2022 to Mar 29, 2023
- Private funds · 2 to 4Nov 4, 2022 to Mar 29, 2023
- Discretionary RAUM · $379M to $1.5BNov 4, 2022 to Mar 29, 2023
- Non-discretionary RAUM · $0 to $1.4BNov 4, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $379M to $2.9BNov 4, 2022 to Mar 29, 2023
- RAUM · $379M to $2.9BNov 4, 2022 to Mar 29, 2023
- Accounts · 5 to 6Jun 29, 2021 to Mar 31, 2022
Signals
4 dated events
- A••• M••••••• L•• reported RAUM $4.7B, up 28% from $3.6B (2025-03-26 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A••• M••••••• L•• reported RAUM $2.9B, up 662% from $379.5M (2022-11-04 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- A••• M••••••• L•• reported RAUM $379.5M, down 27% from $522.7M (2021-06-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- A••• M••••••• L•• filed its initial SEC registration (Form ADV)Jun 29, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••• M••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- acremgt.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-540-5414reportedpublic 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 M••••••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••• 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.
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