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•••••••••
Legal name A•••••• A•••• M••••••••• ••••••••• P•• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2023 · 9 filings
SEC status approved since Aug 8, 2023
RAUM
$698M
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
17
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$698M as of Mar 31, 2026
Mar 28, 2024$495M 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)17 as of Mar 31, 2026
Mar 28, 202413 then
Private funds: no history
RAUM +25% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- 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
- $349MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 100%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
- +25%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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$658M94%
- Insurance companies$40.1M5.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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=0.0 institutional_share=1.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• B••••••• O•••••• · Directorcontrolsince 01/2019 · owns less than 5%
- L••• N••••••• · Chief Compliance Officercontrolsince 05/2021 · owns less than 5%
- N•••• T•••••••• W• · Directorcontrolsince 02/2024 · owns less than 5%
- S•••••• G••••••• M•••• T•••••• · Directorcontrolsince 05/2024 · owns less than 5%
- S•••• S••• K••• · Directorcontrolsince 01/2012 · owns less than 5%
- V•••••••• A•••••••• · Directorcontrolsince 03/2024 · owns less than 5%
- Y••••• K••••••••• L••••• · Directorcontrolsince 07/2017 · owns less than 5%
Entity owners
- A•••••• A•••• M••••••••• · Sole Holder Of Ordinary Share Interests Of The Registrantdirect · owns 75% or more
- A•••••• K••• G• L•• · General Partner Of A•••••• K••• L•indirect · owns F of A•••••• K••• L•
- A•••••• K••• L• · Sole Holder Of Class B Interests Of A•••••• A•••• M•••••••••indirect · owns 75% or more of A•••••• A•••• M•••••••••
- B••••••••• A•••••••• H••••••• L•• · Sole Holder Of Class A Interests Of A•••••• A•••• M•••••••••indirect · owns 75% or more of A•••••• A•••• M•••••••••
- B••••••••• I•• · Sole Member Of B••••••••• A•••••••• H••••••• L••indirect · owns 75% or more of B••••••••• A•••••••• H••••••• L••
- B••••••••• I••••••••• G•••• I•• · Sole Shareholder Of B••••••••• I••indirect · owns 75% or more of B••••••••• I•• · public reporting company
Related persons
Schedule D 7.A
- A•••••• A•••• M•••••••••investment advisernRAUM $5.7B
- A•••••• A•••• M••••••••• ••• L••••••investment advisern
- A•••••• A•••• M•••••••••investment adviserbankpooled vehicle sponsoryRAUM $177B
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 2 to 3Apr 1, 2025 to Mar 31, 2026
- Employees · 13 to 17Apr 1, 2025 to Mar 31, 2026
- Discretionary RAUM · $558M to $698MApr 1, 2025 to Mar 31, 2026
- RAUM · $558M to $698MApr 1, 2025 to Mar 31, 2026
- Financial planning clients · unset to Jan 21, 2025 to Apr 1, 2025
- Discretionary RAUM · $495M to $558MJan 21, 2025 to Apr 1, 2025
- RAUM · $495M to $558MJan 21, 2025 to Apr 1, 2025
- HQ state · unset to Jun 24, 2024 to Jan 21, 2025
- Discretionary RAUM · $408M to $495MFeb 20, 2024 to Mar 28, 2024
- RAUM · $408M to $495MFeb 20, 2024 to Mar 28, 2024
Signals
7 dated events
- A•••••• A•••• M••••••••• reported RAUM $697.9M, up 25% from $557.5M (2025-04-01 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••••••• V••••••• (Director) appeared on Schedule A of A•••••• A•••• M•••••••••Jun 24, 2024 · Control person joined · fact
- Morna Therese Gillian Savage (Director) appeared on Schedule A of A•••••• A•••• M•••••••••Jun 24, 2024 · Control person joined · fact
- W. Theodore Noon (Director) appeared on Schedule A of A•••••• A•••• M•••••••••Feb 20, 2024 · Control person joined · fact
- Allen Ross Dowd (Director) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2023-08-29, absent 2024-01-18)Jan 18, 2024 · Control person left · inference
- T•••• B••• Lim (Director) no longer on Schedule A of A•••••• A•••• M••••••••• (listed 2023-03-29, absent 2023-08-29)Aug 29, 2023 · Control person left · inference
- A•••••• A•••• M••••••••• filed its initial SEC registration (Form ADV)Mar 29, 2023 · 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
- acadian-asset.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +65 6508 2200reportedpublic 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
- Institutional managerderiveda 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