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.

SEC-registered adviser

A16z Perennial Management, L.P.

Independent wealth managerMenlo Park, CaliforniaCRD 324429SEC 801-127229websiteIAPD
Latest filing May 26, 2026
First filing on the tape Dec 21, 2022 · 9 filings
SEC status approved since Jan 27, 2023
RAUM
$2.8B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
75%
$2.1B individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
7
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$2.8B as of May 26, 2026
Mar 28, 2024$813M then
HNW client RAUM$2.1B as of May 26, 2026
Mar 28, 2024$684M then
State-registered IARs (5.B.3)0 as of May 26, 2026
Mar 28, 20240 then
Employees (5.A)26 as of May 26, 2026
Mar 28, 202415 then
Private funds7 as of May 26, 2026
Mar 28, 20243 then
RAUM +52% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of May 26, 2026; every figure names its basis
Archetypes, each a printed rule
  • Multi-family-office-like · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, average HNW client assets at least $25M, fewer than 200 HNW clients, and business name contains 'family office' or private funds are reported
  • RIA with heavy alternatives · a wealth manager whose private fund gross assets are at least 25 percent of RAUM, or five or more private funds
  • RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
  • UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
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
$37.1MderivedHNW RAUM over HNW clients
Average account
$18.7MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
5.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived2 offices incl. principal (1.F.5)
RAUM growth, one year
+51%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
financial planning, portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
Custody
$2.2B, 66 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)
  • 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)
  • 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
  • High-net-worth individuals$2.1B75%
  • Pooled investment vehicles$521M19%
  • Charitable organizations$154M5.6%
Individual clients
n/areported
HNW clients
56reported
Pension plan clients
n/areported
Charitable clients
10reported
Accounts
147reported
Financial planning clients
51-100reported
Wrap fee programs
noreported
Custody of client assets
$2.2B for 66 clientsreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.75 fund_share=0.19 institutional_share=0.06 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
      7 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A16z Perennial Venture Capital Fund, L.P.Other Private Fund$347M12Mar 28, 2024
      A16z Perennial Venture Capital Fund Master Fund B, L.P.Other Private Fund$182M1Mar 28, 2024
      A16z Perennial Diversifying Investments Fund, L.P.$88.4M13May 26, 2026
      A16z Perennial Real Assets Fund, L.P.$74.2M7May 26, 2026
      A16z Perennial Venture Capital Fund Master Fund A, L.P.Other Private Fund$47.5M1Mar 28, 2024
      A16z Perennial Opportunities Fund, L.P. - Series I$11.7M8May 26, 2026
      A16z Perennial Opportunities Fund, L.P. - Series II$10.7M7May 26, 2026
      Owners and control persons
      Schedule A and B, latest filing
      • Attila Michel Del Buono · Chief Investment Officercontrol
        since 05/2023 · owns less than 5%
      • Aaron Scott Kupor · Managing Partnercontrol
        since 05/2023 · owns less than 5%
      • Scott Thomas Robert Walker · Chief Compliance Officercontrol
        since 12/2022 · owns less than 5%
      • Lowell Marc Andreessen · Membercontrol
        since 09/2022 · owns 50% to 75% of A16z Holdings, L.L.C.
      • Abraham Benjamin Horowitz · Membercontrol
        since 09/2022 · owns 50% to 75% of A16z Holdings, L.L.C.
      Entity owners
      • A16z Holdings, L.L.C. · Limited Partner
        direct · owns 25% to 50%
      • A16z Perennial Employee Holdings, · Limited
        direct · owns 50% to 75%
      • A16z Perennial Employee Holdings, L.P. · Limited Partner
        direct · owns 50% to 75%
      • A16z Perennial Management Gp, L.L.C. · General Partner
        direct · owns less than 5%
      • A16z Holdings, L.L.C. · Sole Member
        indirect · owns 75% or more of A16z Perennial Management Gp, L.L.C.
      • A16z Perennial Management Gp, L.L.C. · General Partner
        indirect · owns F of A16z Perennial Employee Holdings, L.P.
      Related persons
      Schedule D 7.A
      • A16z Perennial Equity Partners Vc, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Capital Management, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners 2022 Annual Fund, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Bio I, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Bio II, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Bio III, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Bio IV, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Games I, LLC
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners I, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners II, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners III (Parallel), L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners III, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners IV (Parallel), L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners IV, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Lsv I, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Lsv II, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Lsv III, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Seed I, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Stah, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners V (Parallel), L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners V, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Vi, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Vii, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Ah Equity Partners Viii, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Clf Equity Partners II, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Clf Equity Partners III, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Cnk Equity Partners I, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Cnk Equity Partners II, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Cnk Equity Partners III, L.L.C.
        investment adviserpooled vehicle sponsorn
      • Cnk Equity Partners IV, L.L.C.
        investment adviserpooled vehicle sponsorn
      Advisers that list A16z Perennial Management, L.P. as a related person
      Offices
      Schedule D 1.F, the 25 largest
      • New York, NY3 employees
      ADV anomalies
      6 against comparable advisers; where to look, not conclusions
      • unusually large average HNW clientStatic outlier · filing May 26, 2026
        HNW RAUM per HNW client of $37,114,580 against a peer median of $3,645,749 (1308 comparable advisers, 98.0th percentile, 16.6 robust deviations)
        peers: independent wealth managers, $1B to $5B (1,308) · 98% percentile
      • large related person networkStatic outlier · filing May 26, 2026
        related persons on Schedule D 7.A of 32.0 against a peer median of 4.5 (206 comparable advisers, 100.0th percentile, 12.4 robust deviations)
        peers: independent wealth managers, $1B to $5B (206) · 100% percentile
      • control person changedChange between filings · filing May 26, 2026
        KUPOR, SCOTT, AARON (MANAGING PARTNER) left Schedule A between the filings of 2023-05-27 and 2026-05-26
        peers: independent wealth managers, $1B to $5B (1,360)
      • control person changedChange between filings · filing May 26, 2026
        HOROWITZ, BENJAMIN, ABRAHAM (MEMBER) left Schedule A between the filings of 2023-05-27 and 2026-05-26
        peers: independent wealth managers, $1B to $5B (1,360)
      • control person changedChange between filings · filing May 26, 2026
        ANDREESSEN, MARC, LOWELL (MEMBER) left Schedule A between the filings of 2023-05-27 and 2026-05-26
        peers: independent wealth managers, $1B to $5B (1,360)
      • RAUM up 50 %Change between filings · filing Mar 28, 2026
        RAUM (Item 5.F) moved from $1,816,461,709 to $2,741,951,158 (+51.0%) between the annual amendments of 2025-03-28 and 2026-03-28; the peer median change was +17.0% (1297 comparable advisers, 93.0th percentile of changes)
        peers: independent wealth managers, $1B to $5B (1,297) · 93% percentile
      What changed
      consecutive filings, newest first
      • Discretionary RAUM · $2.7B to $2.8B
        Mar 28, 2026 to May 26, 2026
      • Pooled vehicle RAUM · $510M to $521M
        Mar 28, 2026 to May 26, 2026
      • RAUM · $2.7B to $2.8B
        Mar 28, 2026 to May 26, 2026
      • Accounts · 48 to 147
        May 30, 2025 to Mar 28, 2026
      • Advisory employees · 9 to 10
        May 30, 2025 to Mar 28, 2026
      • Charity clients · unset to 10.0
        May 30, 2025 to Mar 28, 2026
      • HNW clients · 18 to 56
        May 30, 2025 to Mar 28, 2026
      • Pooled vehicle clients · 6 to 7
        May 30, 2025 to Mar 28, 2026
      • Assets in custody · $1.6B to $2.2B
        May 30, 2025 to Mar 28, 2026
      • Financial planning clients · 11-25 to 51-100
        May 30, 2025 to Mar 28, 2026
      • Private funds · 6 to 7
        May 30, 2025 to Mar 28, 2026
      • Discretionary RAUM · $1.8B to $2.7B
        May 30, 2025 to Mar 28, 2026
      • HNW RAUM · $1.4B to $2.1B
        May 30, 2025 to Mar 28, 2026
      • Pooled vehicle RAUM · $258M to $510M
        May 30, 2025 to Mar 28, 2026
      • RAUM · $1.8B to $2.7B
        May 30, 2025 to Mar 28, 2026
      • Financial planning clients · 11-25 to 11-25
        Mar 28, 2025 to May 30, 2025
      • Accounts · 50 to 48
        May 15, 2024 to Mar 28, 2025
      • HNW clients · 19 to 18
        May 15, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 3 to 6
        May 15, 2024 to Mar 28, 2025
      • Assets in custody · $777M to $1.6B
        May 15, 2024 to Mar 28, 2025
      • Employees · 15 to 26
        May 15, 2024 to Mar 28, 2025
      • Private funds · 3 to 6
        May 15, 2024 to Mar 28, 2025
      • Discretionary RAUM · $822M to $1.8B
        May 15, 2024 to Mar 28, 2025
      • HNW RAUM · $684M to $1.4B
        May 15, 2024 to Mar 28, 2025
      • Pooled vehicle RAUM · $45.2M to $258M
        May 15, 2024 to Mar 28, 2025
      • RAUM · $822M to $1.8B
        May 15, 2024 to Mar 28, 2025
      • Related bank · true to false
        May 15, 2024 to Mar 28, 2025
      • Discretionary RAUM · $813M to $822M
        Mar 28, 2024 to May 15, 2024
      • Pooled vehicle RAUM · $35.7M to $45.2M
        Mar 28, 2024 to May 15, 2024
      • RAUM · $813M to $822M
        Mar 28, 2024 to May 15, 2024
      • Accounts · 26 to 50
        May 27, 2023 to Mar 28, 2024
      • Advisory employees · 7 to 9
        May 27, 2023 to Mar 28, 2024
      • Advisory activities · 3 to 4
        May 27, 2023 to Mar 28, 2024
      • HNW clients · 18 to 19
        May 27, 2023 to Mar 28, 2024
      • Pooled vehicle clients · unset to 3.0
        May 27, 2023 to Mar 28, 2024
      • Assets in custody · unset to 777165651.0
        May 27, 2023 to Mar 28, 2024
      • Custody of client assets · false to true
        May 27, 2023 to Mar 28, 2024
      • Employees · 8 to 15
        May 27, 2023 to Mar 28, 2024
      • Financial planning clients · unset to 11-25
        May 27, 2023 to Mar 28, 2024
      • Private funds · unset to 3
        May 27, 2023 to Mar 28, 2024
      Signals
      6 dated events
      • A16Z Perennial Management, L.P. reported RAUM $2.7B, up 51% from $1.8B (2025-05-30 to 2026-03-28)
        Mar 28, 2026 · RAUM change · derived
      • A16Z Perennial Management, L.P. reported RAUM $1.8B, up 121% from $822.4M (2024-05-15 to 2025-03-28)
        Mar 28, 2025 · RAUM change · derived
      • A16Z Perennial Management, L.P. reported RAUM $812.9M, up 674% from $105.0M (2023-05-27 to 2024-03-28)
        Mar 28, 2024 · RAUM change · derived
      • Aaron Scott Kupor (Managing Partner) appeared on Schedule A of A16Z Perennial Management, L.P.
        May 27, 2023 · Control person joined · fact
      • Attila Michel Del Buono (Chief Investment Officer) appeared on Schedule A of A16Z Perennial Management, L.P.
        May 27, 2023 · Control person joined · fact
      • A16Z Perennial Management, L.P. filed its initial SEC registration (Form ADV)
        Dec 21, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      How to reach
      public business contact points only, each with its source
      Website
      a16zperennial.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      (650) 798-5800reportedpublic record, Form ADV, May 26, 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
      Independent wealth 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