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•••••• H••••••••• P••••••• L••
Latest filing Mar 20, 2026
First filing on the tape Feb 17, 2023 · 9 filings
SEC status approved since Mar 17, 2023
RAUM
$1.7B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.7B
derived; firm RAUM over IAPD count
Employees
24
16 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.7B as of Mar 20, 2026
Mar 28, 2024$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 28, 20240 then
Employees (5.A)24 as of Mar 20, 2026
Mar 28, 202419 then
Private funds8 as of Mar 20, 2026
Mar 28, 20248 then
RAUM +6.8% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.7BderivedRAUM 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
- $174MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 24.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.8%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
- $1.7B, 10 clientsreportedItem 9.A
- 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.7B100%
- 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
- $1.7B for 10 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| M•••••• W•••• J•••••• | Dallas, Tx | Mar 31, 2023 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
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 |
|---|---|---|---|---|
| A•• F••• I• L••• | Private Equity Fund | $621M | 95 | Jan 5, 2021 |
| A•• F••• I• P• L••• | Private Equity Fund | $336M | 28 | Jan 5, 2021 |
| A•• F••• I• P• L••• | Private Equity Fund | $332M | 21 | Jan 5, 2021 |
| A•• F••• I• L••• | Private Equity Fund | $152M | 20 | Jan 5, 2021 |
| A•• H•• C•••••••• P• L• | Private Equity Fund | $41.9M | 6 | Aug 28, 2023 |
| A•• H•• C•••••••• L• | Private Equity Fund | $30.5M | 17 | Aug 28, 2023 |
| A•• A••••• C•••••••• L••• | Private Equity Fund | $29.2M | 9 | Mar 31, 2022 |
| A•• A••••• P• C•••••••• L••• | Private Equity Fund | $28.5M | 14 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H••••• R••••••• J•• · Chief Compliance Officer & General Counselcontrolsince 07/2023 · owns less than 5%
- P••••• J••••• B•••• · Managing Partner And Chief Investment Officercontrolsince 10/2020 · owns less than 5%
- P••••• J••••• B•••• · Managing Membercontrolsince 07/2023 · owns 75% or more of P•• I••••••••• L••
Entity owners
- P•• I••••••••• L•• · Managing Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•• F••• I• G• L••pooled vehicle sponsorn
- A•• F••• I• G• L••pooled vehicle sponsorn
Advisers that list A•••••• H••••••••• P••••••• L•• as a related person
- 287595 n
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Accounts · 12 to 10Mar 20, 2025 to Mar 20, 2026
- Advisory employees · 14 to 16Mar 20, 2025 to Mar 20, 2026
- Pooled vehicle clients · 12 to 10Mar 20, 2025 to Mar 20, 2026
- Assets in custody · $1.6B to $1.7BMar 20, 2025 to Mar 20, 2026
- Employees · 22 to 24Mar 20, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.6B to $1.7BMar 20, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.6B to $1.7BMar 20, 2025 to Mar 20, 2026
- RAUM · $1.6B to $1.7BMar 20, 2025 to Mar 20, 2026
- Advisory employees · 12 to 14May 24, 2024 to Mar 20, 2025
- Assets in custody · $1.6B to $1.6BMay 24, 2024 to Mar 20, 2025
- Employees · 19 to 22May 24, 2024 to Mar 20, 2025
- Financial planning clients · unset to May 24, 2024 to Mar 20, 2025
- Discretionary RAUM · $1.6B to $1.6BMay 24, 2024 to Mar 20, 2025
- Pooled vehicle RAUM · $1.6B to $1.6BMay 24, 2024 to Mar 20, 2025
- RAUM · $1.6B to $1.6BMay 24, 2024 to Mar 20, 2025
- Assets in custody · $1.5B to $1.6BNov 2, 2023 to Mar 28, 2024
- Employees · 20 to 19Nov 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.6BNov 2, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.5B to $1.6BNov 2, 2023 to Mar 28, 2024
- RAUM · $1.5B to $1.6BNov 2, 2023 to Mar 28, 2024
- Accounts · 10 to 12Feb 17, 2023 to Aug 28, 2023
- Advisory employees · 10 to 12Feb 17, 2023 to Aug 28, 2023
- Pooled vehicle clients · 10 to 12Feb 17, 2023 to Aug 28, 2023
- Assets in custody · $1.5B to $1.5BFeb 17, 2023 to Aug 28, 2023
- Employees · 17 to 20Feb 17, 2023 to Aug 28, 2023
- Private funds · 6 to 8Feb 17, 2023 to Aug 28, 2023
- Discretionary RAUM · $1.5B to $1.5BFeb 17, 2023 to Aug 28, 2023
- Pooled vehicle RAUM · $1.5B to $1.5BFeb 17, 2023 to Aug 28, 2023
- RAUM · $1.5B to $1.5BFeb 17, 2023 to Aug 28, 2023
- Related adviser · true to falseFeb 17, 2023 to Aug 28, 2023
- Related bank · true to falseFeb 17, 2023 to Aug 28, 2023
Signals
3 dated events
- Dave Ray (General Counsel & Chief Compliance Officer) no longer on Schedule A of A•••••• H••••••••• P••••••• L•• (listed 2023-02-17, absent 2023-08-28)Aug 28, 2023 · Control person left · inference
- Jay Richard Horne (Chief Compliance Officer & General Counsel) appeared on Schedule A of A•••••• H••••••••• P••••••• L••Aug 28, 2023 · Control person joined · fact
- A•••••• H••••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Feb 17, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• H••••••••• P••••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••••• H••••••••• P••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- ahpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-905-2100reportedpublic 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
- $1.7Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026