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•••••• I••••••••• M••••••••• L••
Latest filing May 13, 2026
First filing on the tape Oct 8, 2021 · 17 filings
SEC status approved since Nov 8, 2021
RAUM
$195M
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
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$195M as of May 13, 2026
Mar 30, 2022$186M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 13, 2026
Mar 30, 20220 then
Employees (5.A)10 as of May 13, 2026
Mar 30, 20227 then
Private funds9 as of May 13, 2026
Mar 30, 202211 then
RAUM +2.7% over the last fiscal year+0.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 13, 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
- $17.7MderivedRAUM 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
- +2.7%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
- yesreportedItem 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$195M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• D••• I• L• | Private Equity Fund | $117M | 80 | Oct 8, 2021 |
| A•• D••• I•• L• | Private Equity Fund | $41.2M | 58 | Mar 31, 2023 |
| A••••••• C•••••• C•• P••••••• I• L••no longer reported | Private Equity Fund | $18.0M | 25 | Oct 8, 2021 |
| T••• A•••••• L••no longer reported | Private Equity Fund | $15.0M | 1 | Oct 8, 2021 |
| H• A••••••• L•• | Private Equity Fund | $14.9M | 45 | Oct 8, 2021 |
| O•• A•••••• L••no longer reported | Private Equity Fund | $7.6M | 10 | Oct 8, 2021 |
| S•• A•••••• N••• L•• | Private Equity Fund | $7.3M | 31 | Oct 8, 2021 |
| P•• E••••• I••••••••• L••no longer reported | Private Equity Fund | $6.0M | 13 | Oct 8, 2021 |
| A•••••• C•••••• G••• I•••no longer reported | Private Equity Fund | $5.5M | 5 | Oct 8, 2021 |
| S••• A••••••• L•• | Private Equity Fund | $4.4M | 1 | Oct 8, 2021 |
| M• A•••••• L•• | Private Equity Fund | $4.0M | 7 | Mar 31, 2023 |
| C• A••••••• L•• | Private Equity Fund | $3.6M | 26 | Oct 8, 2021 |
| A•••••• C••••• I• L•• | Private Equity Fund | $204,644 | 27 | Oct 8, 2021 |
Owners and control persons
Schedule A and B, latest filing
- H••• S••••• · Managing Partner & Co-Foundercontrolsince 08/2018 · owns less than 5%
- K••• H••••••••• P•••••• · Managing Partner & Co-Founder, Chief Compliance Officercontrolsince 08/2018 · owns less than 5%
- H••• S••••• · Membercontrolsince 08/2018 · owns 50% to 75% of A•••••• C•••••• G•• L••
- K••• H••••••••• P•••••• · Membercontrolsince 08/2018 · owns 50% to 75% of A•••••• C•••••• G•• L••
Entity owners
- A•••••• C•••••• G•• L•• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- A•••••• C•••••• G• L••pooled vehicle sponsorn
- A•••••• G••• L••pooled vehicle sponsorn
- P• A•••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 10 to 11Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 10 to 11Apr 30, 2025 to Mar 31, 2026
- Employees · 11 to 10Apr 30, 2025 to Mar 31, 2026
- Private funds · 8 to 9Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $190M to $195MApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $190M to $195MApr 30, 2025 to Mar 31, 2026
- RAUM · $190M to $195MApr 30, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8Jun 27, 2024 to Apr 30, 2025
- Financial planning clients · unset to Jun 27, 2024 to Apr 30, 2025
- Discretionary RAUM · $192M to $190MJun 27, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $192M to $190MJun 27, 2024 to Apr 30, 2025
- RAUM · $192M to $190MJun 27, 2024 to Apr 30, 2025
- Advisory employees · 6 to 7Oct 16, 2023 to Mar 28, 2024
- Employees · 7 to 11Oct 16, 2023 to Mar 28, 2024
- Discretionary RAUM · $194M to $192MOct 16, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $194M to $192MOct 16, 2023 to Mar 28, 2024
- RAUM · $194M to $192MOct 16, 2023 to Mar 28, 2024
- Accounts · 7 to 10Mar 3, 2023 to Mar 31, 2023
- Pooled vehicle clients · 7 to 10Mar 3, 2023 to Mar 31, 2023
- Assets in custody · unset to 0.0Mar 3, 2023 to Mar 31, 2023
- Custody of client assets · false to trueMar 3, 2023 to Mar 31, 2023
- Private funds · 6 to 8Mar 3, 2023 to Mar 31, 2023
- Discretionary RAUM · $169M to $194MMar 3, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $169M to $194MMar 3, 2023 to Mar 31, 2023
- RAUM · $169M to $194MMar 3, 2023 to Mar 31, 2023
- Accounts · 10 to 7Jan 31, 2023 to Mar 3, 2023
- Pooled vehicle clients · 10 to 7Jan 31, 2023 to Mar 3, 2023
- Private funds · 11 to 6Jan 31, 2023 to Mar 3, 2023
- Discretionary RAUM · $186M to $169MJan 31, 2023 to Mar 3, 2023
- Pooled vehicle RAUM · $186M to $169MJan 31, 2023 to Mar 3, 2023
- RAUM · $186M to $169MJan 31, 2023 to Mar 3, 2023
- HQ city · TYSONS to ARLINGTONMar 30, 2022 to Jan 24, 2023
- Discretionary RAUM · $158M to $186MOct 8, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $158M to $186MOct 8, 2021 to Mar 30, 2022
- RAUM · $158M to $186MOct 8, 2021 to Mar 30, 2022
Signals
2 dated events
- Graham Robert Shuler (Member) no longer on Schedule A of A•••••• C•••••• I••••••••• M••••••••• L•• (listed 2021-10-08, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- A•••••• C•••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 8, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• C•••••• I••••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- A•••••• C•••••• I••••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/altmore-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- altmorecap.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 703-861-3964reportedpublic record, Form ADV, May 13, 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