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.
SEC-registered adviser
Andalusian Private Capital, LP
Latest filing Mar 30, 2026
First filing on the tape Apr 27, 2021 · 9 filings
SEC status approved since May 28, 2021
RAUM
$1.8B
reported, Item 5.F
Discretionary
46%
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
12
9 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$1.8B as of Mar 30, 2026
Mar 31, 2022$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20220 then
Employees (5.A)12 as of Mar 30, 2026
Mar 31, 20229 then
Private funds8 as of Mar 30, 2026
Mar 31, 20222 then
RAUM +3.9% over the last fiscal year+2.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $44.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 46%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.9%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 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)
- 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
- Corporations and businesses$1.0B58%
- Pooled investment vehicles$751M42%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 40reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.42 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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Andalusian Spv Vi, LP | Private Equity Fund | $130M | 18 | Oct 24, 2024 |
| Andalusian Spv I, LP | Private Equity Fund | $125M | 27 | Aug 9, 2021 |
| Andalusian Spv III, LP | Private Equity Fund | $105M | 15 | Mar 29, 2024 |
| Andalusian Spv II, LP | Private Equity Fund | $83.6M | 19 | Mar 31, 2022 |
| Andalusian Spv I Holdings, LP | Private Equity Fund | $75.0M | 2 | Oct 24, 2024 |
| Andalusian Spv V, LP | Private Equity Fund | $75.0M | 10 | Oct 24, 2024 |
| Andalusian Spv IV, LP | Private Equity Fund | $3.3M | 3 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Louis Jeffrey Kaplan · Co-Foundercontrolsince 07/2020 · owns less than 5%
- Joseph Nicholas Savasta · Co-Foundercontrolsince 07/2020 · owns less than 5%
- Louis Jeffrey Kaplan · Membercontrolsince 07/2020 · owns 50% to 75% of Andalusian Private Capital Gp, LLC
- Louis Jeffrey Kaplan · Limited Partnercontrolsince 01/2021 · owns 50% to 75% of Andalusian Holdings Feeder LP
- Joseph Nicholas Savasta · Membercontrolsince 07/2020 · owns 25% to 50% of Andalusian Private Capital Gp, LLC
- Joseph Nicholas Savasta · Limited Partnercontrolsince 01/2021 · owns 25% to 50% of Andalusian Holdings Feeder LP
- Marion Carl Rizzo · Chief Compliance Officersince 03/2023 · owns less than 5%
Entity owners
- Andalusian Holdings LP · General Partnerdirect · owns 75% or more
- Andalusian Holdings Feeder LP · General Partnerindirect · owns 75% or more of Andalusian Holdings LP
- Andalusian Private Capital Gp, LLC · General Partnerindirect · owns F of Andalusian Holdings LP
Related persons
Schedule D 7.A
- Andalusian Credit Partners, LLCinvestment adviseryRAUM $541M
- Andalusian Spv I Gp, LPpooled vehicle sponsory
- Andalusian Spv II Gp, LPpooled vehicle sponsory
- Andalusian Spv III Gp, LPpooled vehicle sponsory
- Andalusian Spv IV Gp, LPpooled vehicle sponsory
- Andalusian Spv V Gp, LPpooled vehicle sponsory
- Andalusian Spv Vi Gp, LPpooled vehicle sponsory
Advisers that list Andalusian Private Capital, LP as a related person
- 324744 n
Offices
Schedule D 1.F, the 25 largest
- Short Hills, NJ6 employees
What changed
consecutive filings, newest first
- Accounts · 30 to 40Mar 28, 2025 to Mar 30, 2026
- Corporate clients · 23 to 32Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 7 to 8Mar 28, 2025 to Mar 30, 2026
- Employees · 11 to 12Mar 28, 2025 to Mar 30, 2026
- Private funds · 7 to 8Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $702M to $822MMar 28, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.0B to $954MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $603M to $751MMar 28, 2025 to Mar 30, 2026
- RAUM · $1.7B to $1.8BMar 28, 2025 to Mar 30, 2026
- Accounts · 31 to 30Oct 24, 2024 to Mar 28, 2025
- Corporate clients · 21 to 23Oct 24, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 24, 2024 to Mar 28, 2025
- Discretionary RAUM · $697M to $702MOct 24, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.0B to $1.0BOct 24, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $598M to $603MOct 24, 2024 to Mar 28, 2025
- RAUM · $1.7B to $1.7BOct 24, 2024 to Mar 28, 2025
- Accounts · 27 to 31Mar 29, 2024 to Oct 24, 2024
- Advisory employees · 8 to 9Mar 29, 2024 to Oct 24, 2024
- Corporate clients · 23 to 21Mar 29, 2024 to Oct 24, 2024
- Pooled vehicle clients · 4 to 7Mar 29, 2024 to Oct 24, 2024
- Assets in custody · $191M to $0Mar 29, 2024 to Oct 24, 2024
- Custody of client assets · true to falseMar 29, 2024 to Oct 24, 2024
- HQ city · SHORT HILLS to NEW YORKMar 29, 2024 to Oct 24, 2024
- HQ state · NJ to NYMar 29, 2024 to Oct 24, 2024
- Other offices · 0 to 1Mar 29, 2024 to Oct 24, 2024
- Private funds · 4 to 7Mar 29, 2024 to Oct 24, 2024
- Discretionary RAUM · $568M to $697MMar 29, 2024 to Oct 24, 2024
- Non-discretionary RAUM · $1.1B to $1.0BMar 29, 2024 to Oct 24, 2024
- Pooled vehicle RAUM · $377M to $598MMar 29, 2024 to Oct 24, 2024
- RAUM · $1.7B to $1.7BMar 29, 2024 to Oct 24, 2024
- Advisory employees · 7 to 8Mar 30, 2023 to Mar 29, 2024
- Corporate clients · 22 to 23Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 2 to 4Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $252M to $191MMar 30, 2023 to Mar 29, 2024
- Employees · 9 to 11Mar 30, 2023 to Mar 29, 2024
- Private funds · 2 to 4Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $527M to $568MMar 30, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $1.1B to $1.1BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $275M to $377MMar 30, 2023 to Mar 29, 2024
- RAUM · $1.7B to $1.7BMar 30, 2023 to Mar 29, 2024
Signals
3 dated events
- Andalusian Private Capital, Lp reported RAUM $1.7B, up 25% from $1.3B (2022-03-31 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- Andalusian Private Capital, Lp reported RAUM $1.3B, up 33% from $995.2M (2021-08-09 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Andalusian Private Capital, Lp filed its initial SEC registration (Form ADV)Apr 27, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Andalusian Private Capital, LP · Independent Sponsorsshared crd · capital_provider
- Andalusian Private Capital, LP · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/andalusian-private-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- andalusian.com/private-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (646) 908-6030reportedpublic record, Form ADV, Mar 30, 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
- Other 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