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••••••••• M••••••••• L••
Latest filing Jun 30, 2026
First filing on the tape Dec 8, 2022 · 10 filings
SEC status approved since May 26, 2023
RAUM
$53.1M
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
3
1 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$53.1M as of Jun 30, 2026
Jul 1, 2024$204M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 30, 2026
Jul 1, 20240 then
Employees (5.A)3 as of Jun 30, 2026
Jul 1, 20242 then
Private funds1 as of Jun 30, 2026
Jul 1, 20241 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 30, 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
- $53.1MderivedRAUM 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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $53.1M, 1 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$53.1M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $53.1M for 1 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••• I•••• L••• T••• F••• | Hedge Fund | $32.7M | 25 | Sep 19, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••• A••• · Designated Partnercontrolsince 12/2021 · owns less than 5%
- V••• H••••• H••••• · Designated Partnercontrolsince 02/2024 · owns less than 5%
- J••••••••• R•••• · Shareholdercontrolsince 08/2022 · owns 75% or more of R••• E••••• P•••••• L••••••
- K••••• A•••••• P•••••• C•••••• · Shareholdercontrolsince 02/2018 · owns F of A•••••• C•••••• M••••••••• P•••••• L••••••
- S••••••• L•••••• L•••••••• · Shareholdercontrolsince 02/2018 · owns F of A•••••• C•••••• M••••••••• P•••••• L••••••
- K••• R••••• · Chief Compliance Officersince 10/2022 · owns less than 5%
Entity owners
- A•••••• C•••••• M••••••••• P•••••• L•••••• · Partnerdirect · owns 75% or more
- R••• E••••• P•••••• L•••••• · Shareholderindirect · owns 25% to 50% of A•••••• C•••••• M••••••••• P•••••• L••••••
Related persons
Schedule D 7.A
- A•••••• C•••••• M••••••••• P•••••• L••••••investment advisery
Advisers that list A•••••• I••••••••• M••••••••• L•• as a related person
- 161318 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $49.6M to $53.1MSep 30, 2025 to Jun 30, 2026
- Discretionary RAUM · $49.6M to $53.1MSep 30, 2025 to Jun 30, 2026
- Pooled vehicle RAUM · $49.6M to $53.1MSep 30, 2025 to Jun 30, 2026
- RAUM · $49.6M to $53.1MSep 30, 2025 to Jun 30, 2026
- Accounts · 3 to 1Feb 11, 2025 to Jun 27, 2025
- Assets in custody · $32.7M to $49.6MFeb 11, 2025 to Jun 27, 2025
- Employees · 2 to 3Feb 11, 2025 to Jun 27, 2025
- Financial planning clients · unset to Feb 11, 2025 to Jun 27, 2025
- Discretionary RAUM · $208M to $49.6MFeb 11, 2025 to Jun 27, 2025
- Pension RAUM · 171666997.0 to unsetFeb 11, 2025 to Jun 27, 2025
- Pooled vehicle RAUM · $32.7M to $49.6MFeb 11, 2025 to Jun 27, 2025
- RAUM · $208M to $49.6MFeb 11, 2025 to Jun 27, 2025
- HQ state · unset to Jul 11, 2024 to Feb 11, 2025
- Accounts · 2 to 3Jul 1, 2024 to Jul 11, 2024
- Discretionary RAUM · $204M to $208MJul 1, 2024 to Jul 11, 2024
- RAUM · $204M to $208MJul 1, 2024 to Jul 11, 2024
- Accounts · 1 to 2Sep 19, 2023 to Jul 1, 2024
- Advisory activities · 1 to 2Sep 19, 2023 to Jul 1, 2024
- Assets in custody · $25.7M to $32.7MSep 19, 2023 to Jul 1, 2024
- Discretionary RAUM · $25.7M to $204MSep 19, 2023 to Jul 1, 2024
- Pension RAUM · unset to 171666997.0Sep 19, 2023 to Jul 1, 2024
- Pooled vehicle RAUM · $25.7M to $32.7MSep 19, 2023 to Jul 1, 2024
- RAUM · $25.7M to $204MSep 19, 2023 to Jul 1, 2024
- Accounts · unset to 1.0Apr 12, 2023 to Sep 19, 2023
- Pooled vehicle clients · unset to 1.0Apr 12, 2023 to Sep 19, 2023
- Assets in custody · unset to 25704116.0Apr 12, 2023 to Sep 19, 2023
- Custody of client assets · false to trueApr 12, 2023 to Sep 19, 2023
- Private funds · unset to 1Apr 12, 2023 to Sep 19, 2023
- Discretionary RAUM · unset to 25704116.0Apr 12, 2023 to Sep 19, 2023
- Non-discretionary RAUM · unset to 0.0Apr 12, 2023 to Sep 19, 2023
- Pooled vehicle RAUM · unset to 25704116.0Apr 12, 2023 to Sep 19, 2023
- RAUM · unset to 25704116.0Apr 12, 2023 to Sep 19, 2023
- Advisory activities · 3 to 1Dec 8, 2022 to Jan 17, 2023
Signals
9 dated events
- A•••••• I••••••••• M••••••••• L•• reported RAUM $49.6M, down 76% from $208.4M (2025-02-11 to 2025-06-27)Jun 27, 2025 · RAUM change · derived
- H••••• H•••• Ved (Designated Partner) appeared on Schedule A of A•••••• I••••••••• M••••••••• L••Jul 1, 2024 · Control person joined · fact
- Atul Sharma (Designated Partner) no longer on Schedule A of A•••••• I••••••••• M••••••••• L•• (listed 2023-09-19, absent 2024-07-01)Jul 1, 2024 · Control person left · inference
- Naresh Chirag Pandya (Designated Partner) no longer on Schedule A of A•••••• I••••••••• M••••••••• L•• (listed 2023-09-19, absent 2024-07-01)Jul 1, 2024 · Control person left · inference
- R••••• Aryaman J••••••••• (Shareholder) no longer on Schedule A of A•••••• I••••••••• M••••••••• L•• (listed 2023-04-12, absent 2023-09-19)Sep 19, 2023 · Control person left · inference
- R••••• A•••••• J••••••••• (Shareholder) no longer on Schedule A of A•••••• I••••••••• M••••••••• L•• (listed 2023-04-12, absent 2023-09-19)Sep 19, 2023 · Control person left · inference
- R•••• J••••••••• (Shareholder) appeared on Schedule A of A•••••• I••••••••• M••••••••• L••Sep 19, 2023 · Control person joined · fact
- Naresh Chirag Pandya (Designated Partner) appeared on Schedule A of A•••••• I••••••••• M••••••••• L••Sep 19, 2023 · Control person joined · fact
- A•••••• I••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Dec 8, 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/alchemy-investment-management-llp/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- a••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 079-61693000reportedpublic record, Form ADV, Jun 30, 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