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•••••• C••••
Latest filing May 11, 2026
First filing on the tape Mar 31, 2023 · 8 filings
SEC status approved since May 1, 2023
RAUM
$1.2B
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
15
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$1.2B as of May 11, 2026
Mar 27, 2024$350M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 11, 2026
Mar 27, 20240 then
Employees (5.A)15 as of May 11, 2026
Mar 27, 202416 then
Private funds21 as of May 11, 2026
Mar 27, 202413 then
RAUM +141% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 11, 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
- $55.9MderivedRAUM 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
- +36%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
- 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
- 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
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 22reported
- 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=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
14 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• C•••••• O••••••••• F•••• L••• | Other Private Fund | $81.5M | 45 | Mar 31, 2023 |
| A•••••••• S••••• S••• L•• | Other Private Fund | $70.3M | 2 | Mar 27, 2024 |
| A•••••••• C•••••• P••••• S•• I• L•• | Other Private Fund | $31.3M | 25 | Mar 31, 2023 |
| A•••••••• C•••••• P••••• S•• L•• | Other Private Fund | $30.8M | 6 | Mar 31, 2023 |
| A•• F••• I•••••••• L•• | Other Private Fund | $28.2M | 17 | Mar 27, 2024 |
| A•••••••• C•••••• C••••• F••• I• L••• | Other Private Fund | $26.6M | 2 | Mar 31, 2023 |
| A•• C••••• I•••••••• L•• | Other Private Fund | $22.8M | 9 | Mar 27, 2024 |
| G••• I•••••••• L••••• | Other Private Fund | $15.7M | 2 | Mar 31, 2023 |
| A•••••••• C•••••• O••••••••• M••••• F•••• L••• | Other Private Fund | $12.3M | 8 | Mar 31, 2023 |
| A•••••••• C•••••• A•••• S••• L•• | Other Private Fund | $11.1M | 1 | Mar 31, 2023 |
| S•••• L•••••• C••• | Other Private Fund | $25,000 | 1 | Mar 31, 2023 |
| A•••••••• C•••••• B••••••• S•• I• L•• | Other Private Fund | $0 | 1 | Mar 31, 2023 |
| A•••••••• C•••••• O••••••••• M••••• F••• I•• L••• | Other Private Fund | $0 | 0 | Mar 27, 2024 |
| A•••••••• C•••••• O••••••••• F••• I• L••• | Other Private Fund | $0 | 0 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• K•••• A••••• · Directorcontrolsince 09/2020 · owns less than 5%
- B••••••••• J••••• •••• · Directorcontrolsince 09/2020 · owns less than 5%
- H••• L••• · Chief Financial Officer, Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- S••••• J••••• S••••• · Chief Executive Officer, Presidentcontrolsince 09/2020 · owns 50% to 75%
- S••••• S•••••• R••• · Directorcontrolsince 09/2020 · owns less than 5%
- A••••••••• A•••••• G••• · Trusteecontrolsince 07/2012 · owns F of T•• I••••••••• T••••
- A••••••••• K•••• A••••• · Trusteecontrolsince 07/2012 · owns F of T•• I••••••••• T••••
- S••••• J••••• S••••• · Managing Membercontrolsince 06/2021 · owns 25% to 50% of F••••• G•••• I••••••••• L••
- S••••• S•••••• R••• · Managing Membercontrolsince 05/2017 · owns 50% to 75% of F••••• G•••• I••••••••• L••
Entity owners
- F••••• G•••• I••••••••• L•• · Shareholderdirect · owns 25% to 50%
- T•• I••••••••• T•••• · Shareholderdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A•••••••• C•••••• G•• L••pooled vehicle sponsory
- A•••••••• C•••••• O••••••••• F••• G•• L••pooled vehicle sponsorn
- A•••••••• C•••••• O••••••••• F••• I• G•• L••pooled vehicle sponsorn
- A•••••••• C•••••• P•••••••• L•••pooled vehicle sponsory
- A•••••••• U• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 20 to 22Mar 19, 2026 to May 11, 2026
- Pooled vehicle clients · 20 to 22Mar 19, 2026 to May 11, 2026
- Private funds · 20 to 21Mar 19, 2026 to May 11, 2026
- Discretionary RAUM · $696M to $1.2BMar 19, 2026 to May 11, 2026
- Pooled vehicle RAUM · $696M to $1.2BMar 19, 2026 to May 11, 2026
- RAUM · $696M to $1.2BMar 19, 2026 to May 11, 2026
- Accounts · 15 to 20Nov 11, 2025 to Mar 19, 2026
- Pooled vehicle clients · 15 to 20Nov 11, 2025 to Mar 19, 2026
- Employees · 14 to 15Nov 11, 2025 to Mar 19, 2026
- Private funds · 14 to 20Nov 11, 2025 to Mar 19, 2026
- Discretionary RAUM · $511M to $696MNov 11, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $511M to $696MNov 11, 2025 to Mar 19, 2026
- RAUM · $511M to $696MNov 11, 2025 to Mar 19, 2026
- Accounts · 19 to 15Mar 31, 2025 to Nov 11, 2025
- Pooled vehicle clients · 19 to 15Mar 31, 2025 to Nov 11, 2025
- Accounts · 15 to 19Jun 27, 2024 to Mar 31, 2025
- Advisory employees · 8 to 6Jun 27, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 19Jun 27, 2024 to Mar 31, 2025
- Employees · 16 to 14Jun 27, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 27, 2024 to Mar 31, 2025
- Private funds · 13 to 14Jun 27, 2024 to Mar 31, 2025
- Discretionary RAUM · $350M to $511MJun 27, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $350M to $511MJun 27, 2024 to Mar 31, 2025
- RAUM · $350M to $511MJun 27, 2024 to Mar 31, 2025
- Accounts · 10 to 15Sep 8, 2023 to Mar 27, 2024
- Advisory employees · 5 to 8Sep 8, 2023 to Mar 27, 2024
- Pooled vehicle clients · 10 to 15Sep 8, 2023 to Mar 27, 2024
- Employees · 11 to 16Sep 8, 2023 to Mar 27, 2024
- Private funds · 9 to 13Sep 8, 2023 to Mar 27, 2024
- Discretionary RAUM · $202M to $350MSep 8, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $202M to $350MSep 8, 2023 to Mar 27, 2024
- RAUM · $202M to $350MSep 8, 2023 to Mar 27, 2024
Signals
7 dated events
- A•••••••• C•••••• C•••• reported RAUM $1.2B, up 77% from $695.6M (2026-03-19 to 2026-05-11)May 11, 2026 · RAUM change · derived
- A•••••••• C•••••• C•••• reported RAUM $695.6M, up 36% from $510.8M (2025-11-11 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- A•••••••• C•••••• C•••• reported RAUM $510.8M, up 46% from $350.1M (2024-06-27 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- A•••••••• C•••••• C•••• reported RAUM $350.1M, up 74% from $201.6M (2023-09-08 to 2024-03-27)Mar 27, 2024 · RAUM change · derived
- Gene Arnold Anisgarten (Trustee) appeared on Schedule A of A•••••••• C•••••• C••••Mar 27, 2024 · Control person joined · fact
- Raymond John Holman (Partner) no longer on Schedule A of A•••••••• C•••••• C•••• (listed 2023-09-08, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- A•••••••• C•••••• C•••• filed its initial SEC registration (Form ADV)Mar 31, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••••• C•••••• C•••• · Independent Sponsorsshared crd · capital_provider
- A•••••••• C•••••• C•••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/architectcapitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-769-7630reportedpublic record, Form ADV, May 11, 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