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
E•••••• A•••• M••••••••• L••
Latest filing Jul 2, 2026
First filing on the tape Dec 2, 2020 · 10 filings
SEC status approved since Jan 12, 2021
RAUM
$588M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
3.1%
$18.0M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
40
25 advisory (5.B.1)
Offices
10
beyond the principal office
Private funds
9
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$588M as of Jul 2, 2026
Jun 30, 2021$571M then
HNW client RAUM$18.0M as of Jul 2, 2026
Jun 30, 2021$29.9M then
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Jun 30, 20210 then
Employees (5.A)40 as of Jul 2, 2026
Jun 30, 20219 then
Private funds9 as of Jul 2, 2026
Jun 30, 20214 then
RAUM +34% over the last fiscal year+1.0% a year over threeIARs 0 to 0offices 6 to 10
Practice profile
derived from the filing of Jul 2, 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
- $1.1MderivedHNW RAUM over HNW clients
- Average account
- $14.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived11 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.4%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 individuals, portfolio management for businesses and institutions, 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$503M85%
- Investment companies$40.1M6.8%
- Charitable organizations$27.5M4.7%
- High-net-worth individuals$18.0M3.1%
- Individual clients
- n/areported
- HNW clients
- 17reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.03 fund_share=0.92 institutional_share=0.05 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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| S• G••••• F••• L•no longer reported | Hedge Fund | $454M | 90 | Jun 30, 2021 |
| S• G••••• F••• L• • C•••• C• • I••••••••• P•••••••• | Hedge Fund | $260M | 72 | Mar 9, 2012 |
| S• G••••• F••• L• • C•••• H• • J•••• P•••••••• | Hedge Fund | $25.9M | 11 | Mar 9, 2012 |
| S•••••• P••••••••• I• S••••••••• P•••••••• | Hedge Fund | $18.6M | 20 | Dec 2, 2020 |
| T••••••••• I••••••••• P••••••• S••••••••• P•••••••• | Hedge Fund | $17.1M | 11 | Jun 28, 2024 |
| S• G••••• F••• L• • C•••• Q• • O•••••• P•••••••• | Hedge Fund | $15.7M | 4 | Jun 30, 2018 |
| S• G••••• F••• L• • C•••• P• • P•• A••• S••••• P•••••••• | Hedge Fund | $12.6M | 5 | Jun 30, 2018 |
| D•••• S••••• I••••••••• | Hedge Fund | $11.9M | 6 | Dec 2, 2020 |
| M•• G••••• E••••• S••••••••• P•••••••• | Hedge Fund | $10.9M | 8 | Jun 28, 2024 |
| T•••••••• S••••••••• P•••••••• | Hedge Fund | $9.2M | 18 | May 11, 2022 |
| S••••••••• C•••••• F••• L• | Hedge Fund | $6.9M | 18 | Jun 29, 2023 |
| S•••••• P••••••••• I• S••••••••• P•••••••• | Hedge Fund | $99,823 | 1 | Jun 30, 2021 |
Owners and control persons
Schedule A and B, latest filing
- P••••••••• J••• · Membercontrolsince 01/2023 · owns 5% to 10%
- R••• T•••••• D• · Membercontrolsince 07/2009 · owns 75% or more
- A••••••• M•••••• · Membersince 08/2019 · owns 5% to 10%
- J••••••••• J•••••• M• · Shareholdersince 12/2017 · owns 75% or more of R••• H••••••• S•••
Entity owners
- R••• H••••••• S••• · Memberdirect · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom5 employees
- London, United Kingdom2 employees
- London, United Kingdom2 employees
- London, United Kingdom2 employees
- London, United Kingdom1 employees
- London, United Kingdom1 employees
- London, United Kingdom1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Jul 2, 2026custody of client assets (Item 9.A): yes on the filing of 2025-06-30, no on the filing of 2026-07-02peers: asset managers, $500M to $1B (784)
What changed
consecutive filings, newest first
- Accounts · 93 to 40Jun 30, 2025 to Jul 2, 2026
- Advisory employees · 31 to 25Jun 30, 2025 to Jul 2, 2026
- Charity clients · 2 to 1Jun 30, 2025 to Jul 2, 2026
- HNW clients · 66 to 17Jun 30, 2025 to Jul 2, 2026
- Pooled vehicle clients · 10 to 9Jun 30, 2025 to Jul 2, 2026
- Assets in custody · 18663498.0 to unsetJun 30, 2025 to Jul 2, 2026
- Custody of client assets · true to falseJun 30, 2025 to Jul 2, 2026
- Employees · 41 to 40Jun 30, 2025 to Jul 2, 2026
- Other offices · 12 to 10Jun 30, 2025 to Jul 2, 2026
- Discretionary RAUM · $497M to $588MJun 30, 2025 to Jul 2, 2026
- HNW RAUM · $31.3M to $18.0MJun 30, 2025 to Jul 2, 2026
- Pooled vehicle RAUM · $410M to $503MJun 30, 2025 to Jul 2, 2026
- RAUM · $497M to $588MJun 30, 2025 to Jul 2, 2026
- Accounts · 79 to 93Jun 28, 2024 to Jun 30, 2025
- Charity clients · 1 to 2Jun 28, 2024 to Jun 30, 2025
- HNW clients · 56 to 66Jun 28, 2024 to Jun 30, 2025
- Pooled vehicle clients · 8 to 10Jun 28, 2024 to Jun 30, 2025
- Assets in custody · unset to 18663498.0Jun 28, 2024 to Jun 30, 2025
- Custody of client assets · false to trueJun 28, 2024 to Jun 30, 2025
- Employees · 39 to 41Jun 28, 2024 to Jun 30, 2025
- Financial planning clients · unset to Jun 28, 2024 to Jun 30, 2025
- HQ state · unset to Jun 28, 2024 to Jun 30, 2025
- Other offices · 7 to 12Jun 28, 2024 to Jun 30, 2025
- Private funds · 8 to 9Jun 28, 2024 to Jun 30, 2025
- Discretionary RAUM · $453M to $497MJun 28, 2024 to Jun 30, 2025
- HNW RAUM · $27.3M to $31.3MJun 28, 2024 to Jun 30, 2025
- Pooled vehicle RAUM · $373M to $410MJun 28, 2024 to Jun 30, 2025
- RAUM · $453M to $497MJun 28, 2024 to Jun 30, 2025
- Accounts · 97 to 79Jun 29, 2023 to Jun 28, 2024
- Advisory employees · 23 to 31Jun 29, 2023 to Jun 28, 2024
- HNW clients · 78 to 56Jun 29, 2023 to Jun 28, 2024
- Pooled vehicle clients · 9 to 8Jun 29, 2023 to Jun 28, 2024
- Assets in custody · 25341992.0 to unsetJun 29, 2023 to Jun 28, 2024
- Custody of client assets · true to falseJun 29, 2023 to Jun 28, 2024
- Employees · 31 to 39Jun 29, 2023 to Jun 28, 2024
- HQ city · unset to LONDONJun 29, 2023 to Jun 28, 2024
- Other offices · 6 to 7Jun 29, 2023 to Jun 28, 2024
- Private funds · 9 to 8Jun 29, 2023 to Jun 28, 2024
- Discretionary RAUM · $438M to $453MJun 29, 2023 to Jun 28, 2024
- HNW RAUM · $38.3M to $27.3MJun 29, 2023 to Jun 28, 2024
Signals
3 dated events
- E•••••• A•••• M••••••••• L•• reported 12 offices beyond its principal office, up from 7 (2024-06-28 to 2025-06-30)Jun 30, 2025 · Office count change · derived
- E•••••• A•••• M••••••••• L•• reported RAUM $571.1M, up 736% from $68.3M (2021-01-06 to 2021-06-30)Jun 30, 2021 · RAUM change · derived
- E•••••• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 2, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/eschler-asset-management-llpreportedpublic record, Form ADV, Sep 18, 2026
- Website
- eschlerasset.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 447775824595reportedpublic record, Form ADV, Jul 2, 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