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•••••• A•••• M••••••••• L••
Latest filing Mar 19, 2026
First filing on the tape Nov 3, 2022 · 7 filings
SEC status approved since Dec 2, 2022
RAUM
$1.2B
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
13
5 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
4
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$1.2B as of Mar 19, 2026
Feb 2, 2023$100,000 then
HNW client RAUM$0 as of Mar 19, 2026
Mar 25, 2024$0 then
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Feb 2, 20230 then
Employees (5.A)13 as of Mar 19, 2026
Feb 2, 20238 then
Private funds4 as of Mar 19, 2026
Feb 2, 20234 then
RAUM +28% over the last fiscal year+2195% a year over threeIARs 0 to 0offices 5 to 12
Practice profile
derived from the filing of Mar 19, 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
- $302MderivedRAUM 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
- unknownderived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.1B, 4 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 4reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.1B for 4 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•• S•••••• L••• S••••• 2•• A••••••• A••••• H•••••• C•••••• | Other Private Fund | $100,000 | 6 | Nov 3, 2022 |
| A•• S•••••• L••• S••••• 1•• R••• A•• D••••••• I••••••••• A••••• H•••••• C•••••• | Other Private Fund | $0 | 6 | Nov 3, 2022 |
| A•• S••••• 2•• A••••••• F•••••• L•• | Other Private Fund | $0 | 6 | Nov 3, 2022 |
| A•• S••••• 1•• R••• A•• D••••••• I••••••••• F•••••• L•• | Other Private Fund | $0 | 6 | Nov 3, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• A••••• G• · Principal And Director Of Irish Operations And Member Of Investment Committeecontrolsince 11/2022 · owns less than 5%
- H•••••• D••••• W••••• · Chief Financial Officercontrolsince 11/2022 · owns less than 5%
- M••••••••• M•••• J••• · Chief Executive Officer And Member Of Investment Committeecontrolsince 11/2022 · owns less than 5%
- R••••••••• H••••• K•••••• · President Of R••• And Member Of The Investment Committeecontrolsince 12/2022 · owns less than 5%
- R••••• J••••••• R• · Chief Operating Officer And President Of A••••••• And Member Of Investment Committeecontrolsince 11/2022 · owns less than 5%
- S•••• D••••• S•••••• · Chief Compliance Officer, Treasurer And Head Of Capital M•••Ets, And Member Of Investment Committeecontrolsince 11/2022 · owns less than 5%
- M••••••••• M•••• J••• · Shareholdercontrolsince 06/2022 · owns 25% to 50% of A•••••• A•••• M••••••••• H•••••••• I•••
Entity owners
- A•••••• A•••• M••••••••• H•••••••• I••• · Memberdirect · owns 50% to 75%
- B••• O•• C•••••• C••••••••• · Memberindirect · owns 75% or more of O••• A•• L••
- B••• O•• C•••••• C••••••••• I• · Memberindirect · owns 75% or more of O••• I• A•• L••
- B••• O•• C•••••• C••••••••• I•• · Memberindirect · owns 75% or more of O••• I•• A•• L••
- B••• O•• C••••• I••••• C•••• · Memberindirect · owns 75% or more of O•••• A•• L••
- B••• O•• T••••••••• F•••••• C•••• · Memberindirect · owns 75% or more of O••• A•• L••
- B••• O•• T••••••••• F•••••• C•••• I• · Memberindirect · owns 75% or more of O••• I• A•• L••
- O••• A•• L•• · Memberdirect · owns 5% to 10%
- O••• I• A•• L•• · Memberdirect · owns 5% to 10%
- O••• I•• A•• L•• · Memberdirect · owns 5% to 10%
- O•••• A•• L•• · Memberdirect · owns 5% to 10%
- O••• A•• L•• · Memberdirect · owns 5% to 10%
- O••• I• A•• L•• · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- Dublin 2, Ireland1 employees
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- office count surgeChange between filings · filing Mar 19, 2026offices other than the principal office (Item 1.F.5) moved from 5.0 to 12.0 (+140.0%) between the annual amendments of 2025-03-27 and 2026-03-19; the peer median change was 0.0% (139 comparable advisers, 100.0th percentile of changes)peers: asset managers, $1B to $5B (139) · 100% percentile
What changed
consecutive filings, newest first
- Assets in custody · $946M to $1.1BMar 27, 2025 to Mar 19, 2026
- Employees · 12 to 13Mar 27, 2025 to Mar 19, 2026
- Other offices · 5 to 12Mar 27, 2025 to Mar 19, 2026
- Discretionary RAUM · $946M to $1.2BMar 27, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $946M to $1.2BMar 27, 2025 to Mar 19, 2026
- RAUM · $946M to $1.2BMar 27, 2025 to Mar 19, 2026
- Assets in custody · $696M to $946MMar 25, 2024 to Mar 27, 2025
- Employees · 9 to 12Mar 25, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 25, 2024 to Mar 27, 2025
- Discretionary RAUM · $696M to $946MMar 25, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $696M to $946MMar 25, 2024 to Mar 27, 2025
- RAUM · $696M to $946MMar 25, 2024 to Mar 27, 2025
- Advisory employees · 4 to 5Mar 30, 2023 to Mar 25, 2024
- Assets in custody · $0 to $696MMar 30, 2023 to Mar 25, 2024
- Employees · 8 to 9Mar 30, 2023 to Mar 25, 2024
- Other offices · 4 to 5Mar 30, 2023 to Mar 25, 2024
- Discretionary RAUM · $222M to $696MMar 30, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $222M to $696MMar 30, 2023 to Mar 25, 2024
- RAUM · $222M to $696MMar 30, 2023 to Mar 25, 2024
- Accounts · 1 to 4Feb 2, 2023 to Mar 30, 2023
- Charity clients · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Corporate clients · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- HNW clients · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Individual clients · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Pension plan clients · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Discretionary RAUM · $100,000 to $222MFeb 2, 2023 to Mar 30, 2023
- HNW RAUM · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Individual RAUM · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Pension RAUM · unset to 0.0Feb 2, 2023 to Mar 30, 2023
- Pooled vehicle RAUM · $100,000 to $222MFeb 2, 2023 to Mar 30, 2023
- RAUM · $100,000 to $222MFeb 2, 2023 to Mar 30, 2023
- Accounts · 4 to 1Nov 18, 2022 to Feb 2, 2023
- Assets in custody · $100,000 to $0Nov 18, 2022 to Feb 2, 2023
- Business name · A•••••• A•••• M••••••••• to A•••••• A•••• M••••••••• L••Nov 3, 2022 to Nov 18, 2022
Signals
6 dated events
- A•••••• A•••• M••••••••• L•• reported RAUM $1.2B, up 28% from $946.0M (2025-03-27 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- A•••••• A•••• M••••••••• L•• reported 12 offices beyond its principal office, up from 5 (2025-03-27 to 2026-03-19)Mar 19, 2026 · Office count change · derived
- A•••••• A•••• M••••••••• L•• reported RAUM $946.0M, up 36% from $695.9M (2024-03-25 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- A•••••• A•••• M••••••••• L•• reported RAUM $695.9M, up 214% from $221.8M (2023-03-30 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- K•••••• H•••• R•••••••• (Managing Director And Member Of The Investment Committee) appeared on Schedule A of A•••••• A•••• M••••••••• L••Feb 2, 2023 · Control person joined · fact
- A•••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Nov 3, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- A•••••• A•••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- amerginam.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 561-760-1957reportedpublic record, Form ADV, Mar 19, 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