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•••••• P•• L••

Asset manager (funds and pooled vehicles)Sydney Nsw, CRD 317731SEC 801-130886websiteIAPD
Latest filing Sep 26, 2025
First filing on the tape Jul 9, 2024 · 5 filings
SEC status approved since Dec 11, 2024
RAUM
$884M
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
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$884M as of Sep 26, 2025
Jul 9, 2024$492M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Sep 26, 2025
Jul 9, 20240 then
Employees (5.A)6 as of Sep 26, 2025
Jul 9, 20245 then
Private funds: no history
Practice profile
derived from the filing of Sep 26, 2025; 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
$110MderivedRAUM 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
unknownderivedbetween 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 vehicles, otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$858M97%
  • Corporations and businesses$25.6M2.9%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
8reported
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=0.97 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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • B•••••• T•• · Chief Operating Officer, Chief Compliance Officercontrol
        since 09/2020 · owns less than 5%
      • R•••••• M••••• · Directorcontrol
        since 04/2017 · owns less than 5%
      • C••••• B•••••• J••• · Owner
        since 07/2022 · owns 50% to 75% of E•• P••• I••••••••• P•• L••
      • S••••••••• A••••••• A••••• · Owner
        since 07/2022 · owns 50% to 75% of E•• P••• I••••••••• P•• L••
      Entity owners
      • E•• P••• I••••••••• P•• L•• · Trustee For S•••••••• F••••• T••••
        direct · owns less than 5%
      • R••••• F••••• T•••• · Owner
        direct · owns 75% or more
      • S•••••••• F••••• T•••• · Owner
        direct · owns 10% to 25%
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 6 to 8
        Dec 9, 2024 to Sep 26, 2025
      • Advisory employees · 2 to 3
        Dec 9, 2024 to Sep 26, 2025
      • Pooled vehicle clients · 5 to 9
        Dec 9, 2024 to Sep 26, 2025
      • Employees · 5 to 6
        Dec 9, 2024 to Sep 26, 2025
      • Financial planning clients · unset to
        Dec 9, 2024 to Sep 26, 2025
      • HQ state · unset to
        Dec 9, 2024 to Sep 26, 2025
      • Discretionary RAUM · $749M to $884M
        Dec 9, 2024 to Sep 26, 2025
      • Pooled vehicle RAUM · $723M to $858M
        Dec 9, 2024 to Sep 26, 2025
      • RAUM · $749M to $884M
        Dec 9, 2024 to Sep 26, 2025
      • Advisory activities · 1 to 2
        Jul 9, 2024 to Oct 1, 2024
      • Discretionary RAUM · $492M to $749M
        Jul 9, 2024 to Oct 1, 2024
      • Pooled vehicle RAUM · $468M to $723M
        Jul 9, 2024 to Oct 1, 2024
      • RAUM · $492M to $749M
        Jul 9, 2024 to Oct 1, 2024
      Signals
      2 dated events
      • A•••• C•••••• P•• L•• reported RAUM $749.5M, up 52% from $492.5M (2024-07-09 to 2024-10-01)
        Oct 1, 2024 · RAUM change · derived
      • A•••• C•••••• P•• L•• filed its initial SEC registration (Form ADV)
        Jul 9, 2024 · 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/arrow-capital-pty-ltd/aboutreportedpublic record, Form ADV, Sep 19, 2026
      Website
      a••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
      Principal office phone
      +61 2 9169 7770reportedpublic record, Form ADV, Sep 26, 2025
      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