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•••• G••••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape May 23, 2022 · 7 filings
SEC status approved since Jun 23, 2022
RAUM
$779M
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
5
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$779M as of Mar 31, 2026
Mar 30, 2023$465M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 30, 2023$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20230 then
Employees (5.A)5 as of Mar 31, 2026
Mar 30, 20232 then
Private funds1 as of Mar 31, 2026
Mar 30, 20231 then
RAUM +24% over the last fiscal year+19% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $260MderivedRAUM 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
- +24%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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$779M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 3reported
- 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=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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••• G••••• A•••• M••••• F••• L• | Hedge Fund | $428M | 6 | Oct 21, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• O••••• N•• · Managing Partnercontrolsince 04/2022 · owns 75% or more
- V••••• W••••••• C••••••••• · Chief Compliance Officer And Chief Financial Officercontrolsince 09/2023 · owns less than 5%
- C••••••••• O••••• N•• · Managing Membercontrolsince 04/2022 · owns 75% or more of A•••• G••••• P••••••• G• L••
Entity owners
- A•••• G••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A•••• G••••• A•••• F••• G• L••bankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 2 to 3Mar 27, 2025 to Mar 31, 2026
- Employees · 3 to 5Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $628M to $779MMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $628M to $779MMar 27, 2025 to Mar 31, 2026
- RAUM · $628M to $779MMar 27, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $428M to $628MMar 26, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $428M to $628MMar 26, 2024 to Mar 27, 2025
- RAUM · $428M to $628MMar 26, 2024 to Mar 27, 2025
- Advisory employees · 1 to 2Sep 1, 2023 to Mar 26, 2024
- Employees · 2 to 3Sep 1, 2023 to Mar 26, 2024
- Discretionary RAUM · $465M to $428MSep 1, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $465M to $428MSep 1, 2023 to Mar 26, 2024
- RAUM · $465M to $428MSep 1, 2023 to Mar 26, 2024
- Other offices · 1 to 0Mar 30, 2023 to Sep 1, 2023
- Employees · 1 to 2Oct 21, 2022 to Mar 30, 2023
- Discretionary RAUM · $400M to $465MOct 21, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $400M to $465MOct 21, 2022 to Mar 30, 2023
- RAUM · $400M to $465MOct 21, 2022 to Mar 30, 2023
- Accounts · 0 to 3May 23, 2022 to Oct 21, 2022
- Pooled vehicle clients · 0 to 3May 23, 2022 to Oct 21, 2022
- Assets in custody · unset to 0.0May 23, 2022 to Oct 21, 2022
- HQ city · NEW YORK to MIAMIMay 23, 2022 to Oct 21, 2022
- HQ state · NY to FLMay 23, 2022 to Oct 21, 2022
- Other offices · 0 to 1May 23, 2022 to Oct 21, 2022
- Private funds · unset to 1May 23, 2022 to Oct 21, 2022
- Discretionary RAUM · $0 to $400MMay 23, 2022 to Oct 21, 2022
- Pooled vehicle RAUM · $0 to $400MMay 23, 2022 to Oct 21, 2022
- RAUM · $0 to $400MMay 23, 2022 to Oct 21, 2022
- Related bank · false to trueMay 23, 2022 to Oct 21, 2022
Signals
3 dated events
- A•••• G••••• P••••••• L• reported RAUM $628.3M, up 47% from $428.2M (2024-03-26 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Christopher William Verdi (Chief Compliance Officer And Chief Financial Officer) appeared on Schedule A of A•••• G••••• P••••••• L•Sep 1, 2023 · Control person joined · fact
- A•••• G••••• P••••••• 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
- Website
- artiaglobal.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 305-710-1384reportedpublic record, Form ADV, Mar 31, 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