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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
A•••••• I•• M••••••• L••
Latest filing Mar 27, 2026
First filing on the tape Jan 3, 2023 · 7 filings
SEC status approved since Feb 2, 2023
RAUM
$3.2B
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
44
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
3
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$3.2B as of Mar 27, 2026
Mar 31, 2023$1.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 31, 20230 then
Employees (5.A)44 as of Mar 27, 2026
Mar 31, 202325 then
Private funds3 as of Mar 27, 2026
Mar 31, 20232 then
RAUM +19% over the last fiscal year+44% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $637MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%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
- yesreportedItem 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 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$3.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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•••••• I•• V•••••• I•• L• | Real Estate Fund | $1.1B | 91 | Jan 3, 2023 |
| A•••••• I•• V•••••• I••• L• | Real Estate Fund | $936M | 68 | Mar 29, 2024 |
| A•••••• I•• V•••••• I•• F••••• A• L• | Real Estate Fund | $43.4M | 2 | Mar 29, 2024 |
| A•••••• I•• V•••••• I• M•••••• L• | Real Estate Fund | $8.3M | 94 | Jan 3, 2023 |
Owners and control persons
Schedule A and B, latest filing
- A••••••••• L•••••••• S•••• · Managing Partner / Chief Executive Officercontrolsince 12/2022 · owns 25% to 50%
- P•••••••• M••••••• L••• · Managing Partner / Chief Investment Officercontrolsince 12/2022 · owns 25% to 50%
- P•••••••• J••••••• J••••• · Partner / General Counselcontrolsince 12/2022 · owns 10% to 25%
- W••••••• S••••• J•••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 05/2024 · owns less than 5%
Related persons
Schedule D 7.A
- A•••••• I•• I•• M••••• H•••••• L••pooled vehicle sponsorn
- A•••••• I•• M••••• H•••••• L••pooled vehicle sponsorn
- A•••••• I•• V•••••• I• G•• L••pooled vehicle sponsorn
- A•••••• I•• V•••••• I•• G•• L••pooled vehicle sponsorn
- A•• R•••••• L••investment companyn
- L•• P•••••••• L••n
Offices
Schedule D 1.F, the 25 largest
- Philadelphia, PA11 employees
What changed
consecutive filings, newest first
- Advisory employees · 15 to 20Mar 31, 2025 to Mar 27, 2026
- Employees · 42 to 44Mar 31, 2025 to Mar 27, 2026
- HQ city · BRYN MAWR to RADNORMar 31, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.7B to $3.2BMar 31, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.7B to $3.2BMar 31, 2025 to Mar 27, 2026
- RAUM · $2.7B to $3.2BMar 31, 2025 to Mar 27, 2026
- Employees · 36 to 42Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 0Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.1B to $2.7BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.1B to $2.7BMar 29, 2024 to Mar 31, 2025
- RAUM · $2.1B to $2.7BMar 29, 2024 to Mar 31, 2025
- Accounts · 2 to 5Nov 3, 2023 to Mar 29, 2024
- Advisory employees · 10 to 15Nov 3, 2023 to Mar 29, 2024
- Pooled vehicle clients · 2 to 5Nov 3, 2023 to Mar 29, 2024
- Employees · 25 to 36Nov 3, 2023 to Mar 29, 2024
- HQ city · CONSHOHOCKEN to BRYN MAWRNov 3, 2023 to Mar 29, 2024
- Private funds · 2 to 3Nov 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $2.1BNov 3, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.1B to $2.1BNov 3, 2023 to Mar 29, 2024
- RAUM · $1.1B to $2.1BNov 3, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.0B to $1.1BJan 3, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $1.0B to $1.1BJan 3, 2023 to Mar 31, 2023
- RAUM · $1.0B to $1.1BJan 3, 2023 to Mar 31, 2023
Signals
4 dated events
- A•••••• I•• M••••••• L•• reported RAUM $2.7B, up 26% from $2.1B (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- A•••••• I•• M••••••• L•• reported RAUM $2.1B, up 99% from $1.1B (2023-11-03 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- J•••••• Scott Whittle (Chief Financial Officer & Chief Compliance Officer) appeared on Schedule A of A•••••• I•• M••••••• L••Mar 29, 2024 · Control person joined · fact
- A•••••• I•• M••••••• L•• filed its initial SEC registration (Form ADV)Jan 3, 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
- Firm profile
- linkedin.com/company/alterrapropertyreportedpublic record, Form ADV, Sep 19, 2026
- Website
- i••.a•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 215-240-1231reportedpublic record, Form ADV, Mar 27, 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 M••••••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
Across the graphs
A•••••• I•• M••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
Checking your plan…