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SEC-registered adviser

A••••• I••••••••• M••••••••• G••••• L••

Institutional managerTysons Corner, VirginiaCRD 313457SEC 801-121275website IAPD

Latest filing Mar 27, 2026

First filing on the tape Apr 21, 2021 · 9 filings

SEC status approved since May 21, 2021

RAUM

$838M

reported, Item 5.F

Discretionary

0.0%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$838M

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

9 filings and snapshots on the tape

RAUM$838M as of Mar 27, 2026

Mar 30, 2022$720M then

HNW client RAUM: no history

State-registered IARs (5.B.3)2 as of Mar 27, 2026

Mar 30, 20222 then

Employees (5.A)5 as of Mar 27, 2026

Mar 30, 20223 then

Private funds: no history

RAUM -7.2% over the last fiscal year+6.2% a year over threeIARs 1 to 2

Practice profile

derived from the filing of Mar 27, 2026; every figure names its basis

Archetypes, each a printed rule

Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $838MderivedRAUM 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: $419MderivedRAUM over accounts (5.F.2.f)
Discretionary: 0.0%derivedof RAUM
Institutional: 99%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 5.0derivedItem 5.A over advisors
Advisors per office: 0.3derived4 offices incl. principal (1.F.5)
RAUM growth, one year: -7.2%derivedbetween the last two annual amendments
Advisor growth, one year: +100%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 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

receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Charitable organizations$830M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.0 fund_share=0.0 institutional_share=0.99 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
S••••• D• S••••••	Tysons Corner, Va	Sep 2, 2021	24 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

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

C•••••• M•••• L• · Ceo/Ciocontrol
since 07/2020 · owns less than 5%
S••••••• S•••••• D• · Senior Managing Directorcontrol
since 07/2020 · owns less than 5%
W•••••••• T•••• K• · Coo And Chief Compliance Officercontrol
since 07/2020 · owns less than 5%
C•••••• M•••• L• · Managing Membercontrol
since 06/2021 · owns 25% to 50% of A••• H•••••••• L••
S••••••• S•••••• D• · Membercontrol
since 06/2021 · owns 25% to 50% of A••• H•••••••• L••
W•••••••• T•••• K• · Membercontrol
since 06/2021 · owns 25% to 50% of A••• H•••••••• L••

Entity owners

A••• H•••••••• L•• · LLC Member And Unit Holder
direct · owns 75% or more

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

Harrison, NY1 employees
, 1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

low discretionary shareStatic outlier · filing Mar 27, 2026
discretionary share of RAUM of 0% against a peer median of 100% (71 comparable advisers, 0.0th percentile, 33.7 robust deviations)
peers: institutional managers, $500M to $1B (71) · 0.0% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 1 to 2
Jul 3, 2025 to Mar 27, 2026
Employees · 4 to 5
Jul 3, 2025 to Mar 27, 2026
State-registered IARs · 1 to 2
Jul 3, 2025 to Mar 27, 2026
Non-discretionary RAUM · $903M to $838M
Jul 3, 2025 to Mar 27, 2026
RAUM · $903M to $838M
Jul 3, 2025 to Mar 27, 2026
Financial planning clients · 0 to 0
Mar 11, 2025 to Jul 3, 2025
Accounts · 1 to 2
Mar 18, 2024 to Mar 11, 2025
Advisory activities · 2 to 3
Mar 18, 2024 to Mar 11, 2025
Non-discretionary RAUM · $757M to $903M
Mar 18, 2024 to Mar 11, 2025
RAUM · $757M to $903M
Mar 18, 2024 to Mar 11, 2025
Advisory employees · 2 to 1
Mar 14, 2023 to Mar 18, 2024
Employees · 5 to 4
Mar 14, 2023 to Mar 18, 2024
Financial planning clients · unset to 0
Mar 14, 2023 to Mar 18, 2024
State-registered IARs · 2 to 1
Mar 14, 2023 to Mar 18, 2024
Non-discretionary RAUM · $700M to $757M
Mar 14, 2023 to Mar 18, 2024
RAUM · $700M to $757M
Mar 14, 2023 to Mar 18, 2024
Employees · 3 to 5
Mar 30, 2022 to Mar 14, 2023
Other offices · 2 to 3
Mar 30, 2022 to Mar 14, 2023
Non-discretionary RAUM · $720M to $700M
Mar 30, 2022 to Mar 14, 2023
RAUM · $720M to $700M
Mar 30, 2022 to Mar 14, 2023
Employees · 4 to 3
Sep 2, 2021 to Mar 30, 2022
State-registered IARs · 0 to 2
Sep 2, 2021 to Mar 30, 2022
Other offices · 0 to 2
Sep 2, 2021 to Mar 30, 2022
Advisory employees · 3 to 2
Apr 22, 2021 to Sep 2, 2021
Non-discretionary RAUM · $650M to $720M
Apr 22, 2021 to Sep 2, 2021
RAUM · $650M to $720M
Apr 22, 2021 to Sep 2, 2021

Signals

1 dated events

A••••• I••••••••• M••••••••• G••••• L•• filed its initial SEC registration (Form ADV)
Apr 21, 2021 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

A••••• I••••••••• M••••••••• G••••• L•• · Family Offices
shared crd · office

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/acansa-investment-management-groupreportedpublic record, Form ADV, Sep 21, 2026
Website: A•••••-INV.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: +1 (703) 639-1888reportedpublic record, Form ADV, Mar 27, 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: Institutional managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $838Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026