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
C••••••••• I••••••••• L••••••
Latest filing Dec 12, 2025
First filing on the tape May 23, 2022 · 6 filings
SEC status approved since Jun 21, 2022
RAUM
$4.3B
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
10
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$4.3B as of Dec 12, 2025
Dec 7, 2022$5.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Dec 12, 2025
Dec 7, 20220 then
Employees (5.A)10 as of Dec 12, 2025
Dec 7, 202211 then
Private funds: no history
RAUM +37% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Dec 12, 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
- $718MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.1%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
- +22%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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.0B94%
- Pension and profit-sharing plans$262M6.1%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 6reported
- 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=0.94 institutional_share=0.06 related_bd=false related_bank=true 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••••••• M•••• R••••• · Chief Compliance Officercontrolsince 10/2015 · owns less than 5%
- M•••••• C••••••• G••••• · Directorcontrolsince 06/2013 · owns less than 5%
- M•••••••• B••••• C•••• · Directorcontrolsince 03/2009 · owns less than 5%
- P•••••• A••••• C••••••• · Directorcontrolsince 10/2012 · owns less than 5%
- D•••••• D•••••• H••• · Non-Executive Directorsince 03/2023 · owns less than 5%
Entity owners
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L•• · Shareholderdirect · owns 75% or more
- C••••••••• F••• M••••••• L•• · Shareholderindirect · owns 75% or more of C••••••••• I••••••••• M••••••••• I••••••••• •••• L••
Related persons
Schedule D 7.A
- C••••••••• A••••••••• I••••••••• M••••••• •••• L••investment advisern
- C••••••••• A•••• M••••••••• •••• L••investment adviserbankn
- C••••••••• F••• M••••••• L••pooled vehicle sponsory
- C••••••••• G••••• F••• M••••••• •••••••• L••••••investment adviserbankpooled vehicle sponsoryRAUM $9.9B
- C••••••••• I••••••••• M••••••••• I••••••••• •••• L••investment adviserbankyRAUM $6.6B
- C••••••••• I••••••••• M••••••••• S• •••• L••pooled vehicle sponsorn
- C••••••••• I••••••••• S••••••• •••• L••pooled vehicle sponsorn
- C••••••••• L••• A•••••••• C•••••• L••••••real estaten
- C••••••••• M••••••••• C•••••• ••• •••• L••pooled vehicle sponsorn
- N•••••• A•••• M••••••••• L••investment advisern
Advisers that list C••••••••• I••••••••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 6 to 4Dec 9, 2024 to Dec 12, 2025
- Employees · 12 to 10Dec 9, 2024 to Dec 12, 2025
- Financial planning clients · unset to Dec 9, 2024 to Dec 12, 2025
- HQ state · unset to Dec 9, 2024 to Dec 12, 2025
- Discretionary RAUM · $3.8B to $4.3BDec 9, 2024 to Dec 12, 2025
- Pension RAUM · $214M to $262MDec 9, 2024 to Dec 12, 2025
- Pooled vehicle RAUM · $3.6B to $4.0BDec 9, 2024 to Dec 12, 2025
- RAUM · $3.8B to $4.3BDec 9, 2024 to Dec 12, 2025
- Accounts · 4 to 6Feb 27, 2024 to Dec 9, 2024
- Pooled vehicle clients · 3 to 5Feb 27, 2024 to Dec 9, 2024
- Employees · 11 to 12Feb 27, 2024 to Dec 9, 2024
- Discretionary RAUM · $3.5B to $3.8BFeb 27, 2024 to Dec 9, 2024
- Pension RAUM · $168M to $214MFeb 27, 2024 to Dec 9, 2024
- Pooled vehicle RAUM · $3.3B to $3.6BFeb 27, 2024 to Dec 9, 2024
- RAUM · $3.5B to $3.8BFeb 27, 2024 to Dec 9, 2024
- Discretionary RAUM · $3.1B to $3.5BDec 22, 2023 to Feb 27, 2024
- Pooled vehicle RAUM · $3.0B to $3.3BDec 22, 2023 to Feb 27, 2024
- RAUM · $3.1B to $3.5BDec 22, 2023 to Feb 27, 2024
- Accounts · 10 to 4Dec 7, 2022 to Dec 22, 2023
- Pension plan clients · 6 to 1Dec 7, 2022 to Dec 22, 2023
- Pooled vehicle clients · 4 to 3Dec 7, 2022 to Dec 22, 2023
- Discretionary RAUM · $5.2B to $3.1BDec 7, 2022 to Dec 22, 2023
- Pension RAUM · $766M to $168MDec 7, 2022 to Dec 22, 2023
- Pooled vehicle RAUM · $4.4B to $3.0BDec 7, 2022 to Dec 22, 2023
- RAUM · $5.2B to $3.1BDec 7, 2022 to Dec 22, 2023
- Accounts · 4 to 10May 23, 2022 to Dec 7, 2022
- Advisory employees · 4 to 6May 23, 2022 to Dec 7, 2022
- Pension plan clients · unset to 6.0May 23, 2022 to Dec 7, 2022
- Pooled vehicle clients · 2 to 4May 23, 2022 to Dec 7, 2022
- Employees · 9 to 11May 23, 2022 to Dec 7, 2022
- Discretionary RAUM · $3.6B to $5.2BMay 23, 2022 to Dec 7, 2022
- Pension RAUM · $398M to $766MMay 23, 2022 to Dec 7, 2022
- Pooled vehicle RAUM · $3.2B to $4.4BMay 23, 2022 to Dec 7, 2022
- RAUM · $3.6B to $5.2BMay 23, 2022 to Dec 7, 2022
Signals
4 dated events
- C••••••••• I••••••••• L•••••• reported RAUM $3.1B, down 39% from $5.2B (2022-12-07 to 2023-12-22)Dec 22, 2023 · RAUM change · derived
- West Alan King (Director) no longer on Schedule A of C••••••••• I••••••••• L•••••• (listed 2022-12-07, absent 2023-12-22)Dec 22, 2023 · Control person left · inference
- C••••••••• I••••••••• L•••••• reported RAUM $5.2B, up 46% from $3.6B (2022-05-23 to 2022-12-07)Dec 7, 2022 · RAUM change · derived
- C••••••••• I••••••••• L•••••• filed its initial SEC registration (Form ADV)May 23, 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/coronation-fund-managersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +442073898840reportedpublic record, Form ADV, Dec 12, 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