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••••• I••••••••• P•••••••
Legal name A•• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Jun 27, 2023 · 9 filings
SEC status approved since Jul 27, 2023
RAUM
$1.3B
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
12
11 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
9
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$1.3B as of Mar 31, 2026
Mar 28, 2024$521M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20240 then
Employees (5.A)12 as of Mar 31, 2026
Mar 28, 202412 then
Private funds9 as of Mar 31, 2026
Mar 28, 20245 then
RAUM +15% over the last fiscal yearIARs 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
- $148MderivedRAUM 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
- +15%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
- Custody
- $1.3B, 9 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$1.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.3B for 9 clientsreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• C•• L• | Private Equity Fund | $233M | 15 | Jul 8, 2022 |
| A•• W• L• | Private Equity Fund | $164M | 42 | Jul 8, 2022 |
| A•• W• L• | Private Equity Fund | $95.0M | 54 | Mar 30, 2023 |
| A•• E•• L• | Private Equity Fund | $15.8M | 20 | Mar 28, 2024 |
| A•• M• L• | Private Equity Fund | $13.8M | 26 | Jun 27, 2023 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• A••••• · Chief Financial Officer And Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- R•••• A•••••••• · Managing Partnercontrolsince 02/2024 · owns less than 5%
- R••••• B•••••••• B••••• · Limited Partnercontrolsince 03/2019 · owns 50% to 75%
- W•••••• P•••••• B•••••••• · Limited Partnercontrolsince 03/2019 · owns 50% to 75%
- R••••• B•••••••• B••••• · Managing Membercontrolsince 03/2019 · owns 50% to 75% of A••••• I••••••••• P••••••• L••
- W•••••• P•••••• B•••••••• · Managing Membercontrolsince 03/2019 · owns 50% to 75% of A••••• I••••••••• P••••••• L••
Entity owners
- A••••• I••••••••• P••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- A•• E•• G• L•pooled vehicle sponsory
- A•• M• G• L•pooled vehicle sponsory
- A•• W••• G• L•pooled vehicle sponsory
- A•• W•••• G• L•pooled vehicle sponsory
- C•• G• L•pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $1.2B to $1.3BJan 12, 2026 to Mar 31, 2026
- Employees · 15 to 12Jan 12, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.3BJan 12, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.3BJan 12, 2026 to Mar 31, 2026
- RAUM · $1.2B to $1.3BJan 12, 2026 to Mar 31, 2026
- Accounts · 5 to 9Jul 26, 2024 to Mar 31, 2025
- Advisory employees · 8 to 11Jul 26, 2024 to Mar 31, 2025
- Pooled vehicle clients · 5 to 9Jul 26, 2024 to Mar 31, 2025
- Assets in custody · $521M to $1.2BJul 26, 2024 to Mar 31, 2025
- Employees · 12 to 15Jul 26, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 26, 2024 to Mar 31, 2025
- Private funds · 5 to 9Jul 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $521M to $1.2BJul 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $521M to $1.2BJul 26, 2024 to Mar 31, 2025
- RAUM · $521M to $1.2BJul 26, 2024 to Mar 31, 2025
- Accounts · 4 to 5Jul 3, 2023 to Mar 28, 2024
- Advisory employees · 6 to 8Jul 3, 2023 to Mar 28, 2024
- Pooled vehicle clients · 4 to 5Jul 3, 2023 to Mar 28, 2024
- Assets in custody · $319M to $521MJul 3, 2023 to Mar 28, 2024
- Employees · 9 to 12Jul 3, 2023 to Mar 28, 2024
- Private funds · 4 to 5Jul 3, 2023 to Mar 28, 2024
- Discretionary RAUM · $319M to $521MJul 3, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $319M to $521MJul 3, 2023 to Mar 28, 2024
- RAUM · $319M to $521MJul 3, 2023 to Mar 28, 2024
- Business name · A••••• I••••••••• P••••••• L•• to A••••• I••••••••• P•••••••Jun 29, 2023 to Jul 3, 2023
- Private funds · 8 to 4Jun 27, 2023 to Jun 29, 2023
Signals
6 dated events
- A••••• I••••••••• P••••••• reported RAUM $1.2B, up 122% from $521.4M (2024-07-26 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- A••••• I••••••••• P••••••• reported RAUM $521.4M, up 63% from $319.4M (2023-07-03 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Anjali Agarwal (Vp Of Finance & Accounting, Chief Compliance Officer) appeared on Schedule A of A••••• I••••••••• P•••••••Mar 28, 2024 · Control person joined · fact
- Alexander Rich (Managing Partner) appeared on Schedule A of A••••• I••••••••• P•••••••Mar 28, 2024 · Control person joined · fact
- M•••••• T•••••• W••• (Director, Chief Compliance Officer) no longer on Schedule A of A••••• I••••••••• P••••••• (listed 2023-07-03, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- A••••• I••••••••• P••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A••••• I••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- A••••• I••••••••• P••••••• · Private Equityshared crd · organization
- A••••• I••••••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- alliedindustrialpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 832-415-9055reportedpublic 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