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
Portman Square Capital Llp
Latest filing May 14, 2026
First filing on the tape Sep 6, 2022 · 10 filings
SEC status approved since Oct 6, 2022
RAUM
$4.6B
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
27
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$4.6B as of May 14, 2026
Jun 28, 2023$1.6B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 14, 2026
Jun 28, 20230 then
Employees (5.A)27 as of May 14, 2026
Jun 28, 202323 then
Private funds1 as of May 14, 2026
Jun 28, 20231 then
RAUM +182% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 14, 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
- $1.1BderivedRAUM 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
- +155%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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Portman Square Master Fund Limited | Hedge Fund | $3.0M | 6 | Mar 23, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Charles Julien Attal · Partnercontrolsince 04/2023 · owns less than 5%
- Kishore Lalit Das · Partner / Membercontrolsince 09/2021 · owns 10% to 25%
- Alessandro Vincenzo Esposito · Partner / Membercontrolsince 01/2022 · owns less than 5%
- John Alexander Gabriel · Partnercontrolsince 07/2023 · owns less than 5%
- Mark Alistair Heaton-Armstrong · Partnercontrolsince 04/2023 · owns less than 5%
- Amin Yusaf Khan · Partner / Membercontrolsince 09/2021 · owns 10% to 25%
- Nicholas Alexander Toby Lingard · Coo / Partner / Membercontrolsince 07/2021 · owns less than 5%
- (Nmn) Bastien Lussault · Partnercontrolsince 04/2023 · owns less than 5%
- Kumar Sutesh Sharma · Ceo / Partner / Membercontrolsince 07/2021 · owns 50% to 75%
- (Nmn) Luca Toietta · Partnercontrolsince 04/2023 · owns less than 5%
- Elias Petros Toseland · Chief Compliance Officer / General Counselcontrolsince 04/2023 · owns less than 5%
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 4May 29, 2025 to May 14, 2026
- Pooled vehicle clients · 7 to 4May 29, 2025 to May 14, 2026
- Employees · 28 to 27May 29, 2025 to May 14, 2026
- Discretionary RAUM · $3.4B to $4.6BMay 29, 2025 to May 14, 2026
- Pooled vehicle RAUM · $3.4B to $4.6BMay 29, 2025 to May 14, 2026
- RAUM · $3.4B to $4.6BMay 29, 2025 to May 14, 2026
- Accounts · 7 to 6Jan 3, 2025 to May 29, 2025
- Advisory employees · 8 to 6Jan 3, 2025 to May 29, 2025
- Employees · 34 to 28Jan 3, 2025 to May 29, 2025
- Financial planning clients · unset to Jan 3, 2025 to May 29, 2025
- Discretionary RAUM · $4.2B to $3.4BJan 3, 2025 to May 29, 2025
- Pooled vehicle RAUM · $4.2B to $3.4BJan 3, 2025 to May 29, 2025
- RAUM · $4.2B to $3.4BJan 3, 2025 to May 29, 2025
- HQ state · unset to Jun 21, 2024 to Jan 3, 2025
- Accounts · 8 to 7Jul 10, 2023 to Jun 21, 2024
- Advisory employees · 9 to 8Jul 10, 2023 to Jun 21, 2024
- Pooled vehicle clients · 8 to 7Jul 10, 2023 to Jun 21, 2024
- Employees · 23 to 34Jul 10, 2023 to Jun 21, 2024
- Discretionary RAUM · $1.6B to $4.2BJul 10, 2023 to Jun 21, 2024
- Pooled vehicle RAUM · $1.6B to $4.2BJul 10, 2023 to Jun 21, 2024
- RAUM · $1.6B to $4.2BJul 10, 2023 to Jun 21, 2024
- Accounts · 4 to 8May 31, 2023 to Jun 28, 2023
- Pooled vehicle clients · 4 to 8May 31, 2023 to Jun 28, 2023
- Discretionary RAUM · $693M to $1.6BMay 31, 2023 to Jun 28, 2023
- Pooled vehicle RAUM · $693M to $1.6BMay 31, 2023 to Jun 28, 2023
- RAUM · $693M to $1.6BMay 31, 2023 to Jun 28, 2023
- Private funds · 2 to 1Sep 6, 2022 to Sep 8, 2022
Signals
10 dated events
- Portman Square Capital Llp reported RAUM $4.6B, up 36% from $3.4B (2025-05-29 to 2026-05-14)May 14, 2026 · RAUM change · derived
- Portman Square Capital Llp reported RAUM $4.2B, up 155% from $1.6B (2023-07-10 to 2024-06-21)Jun 21, 2024 · RAUM change · derived
- John Alexander Gabriel (Partner) appeared on Schedule A of Portman Square Capital LlpJul 10, 2023 · Control person joined · fact
- Portman Square Capital Llp reported RAUM $1.6B, up 135% from $693.4M (2023-05-31 to 2023-06-28)Jun 28, 2023 · RAUM change · derived
- Mark Alistair Heaton-Armsstrong (Partner) appeared on Schedule A of Portman Square Capital LlpJun 28, 2023 · Control person joined · fact
- (Nmn) Bastien Lussault (Partner) appeared on Schedule A of Portman Square Capital LlpJun 28, 2023 · Control person joined · fact
- Charles Julien Attal (Partner) appeared on Schedule A of Portman Square Capital LlpJun 28, 2023 · Control person joined · fact
- (Nmn) Luca Toietta (Partner) appeared on Schedule A of Portman Square Capital LlpJun 28, 2023 · Control person joined · fact
- Elias Petros Toseland (Chief Compliance Officer) appeared on Schedule A of Portman Square Capital LlpApr 11, 2023 · Control person joined · fact
- Portman Square Capital Llp filed its initial SEC registration (Form ADV)Sep 6, 2022 · 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/portman-square-capital-llpreportedpublic record, Form ADV, Sep 17, 2026
- Website
- portmansquarecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 44 203 627 6800reportedpublic record, Form ADV, May 14, 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