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••••••••• C••••• P•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Apr 26, 2023 · 6 filings
SEC status approved since May 26, 2023
RAUM
$541M
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
16
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$541M as of Mar 30, 2026
Mar 29, 2024$940,916 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 29, 20240 then
Employees (5.A)16 as of Mar 30, 2026
Mar 29, 202415 then
Private funds: no history
RAUM +5.3% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 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
- $271MderivedRAUM 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
- +5.3%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 investment companiesreportedItem 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)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$31.7M100%
- 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=0.94 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0derived
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
- O••••• T•••••••• W•••••• · Chief Financial Officercontrolsince 08/2023 · owns less than 5%
- E••••••• A••••• S••••• · Shareh•••Ercontrolsince 06/2009 · owns 25% to 50% of B•• P•••••• G• H•••••• S•••
- K•••••• J••••••• L•••• · Membercontrolsince 07/2023 · owns 25% to 50% of A••••••••• C••••• P••••••• H••• C••• L••
- S•••••••• R••••••• B•••• · Shareh•••Ercontrolsince 11/2017 · owns 25% to 50% of B•• P•••••• G• H•••••• S•••
- S••••••• N•••••••• J••••• · Membercontrolsince 07/2023 · owns 25% to 50% of A••••••••• C••••• P••••••• H••• C••• L••
- R••••• C•••• M••••• · Chief Compliance Officersince 03/2023 · owns less than 5%
Entity owners
- A••••••••• C••••• P••••••• I••••••••• H••• C••• L•• · Memberdirect · owns 75% or more
- A••••••••• C••••• P••••••• H••• C••• L•• · Memberindirect · owns 75% or more of A••••••••• C••••• P••••••• I••••••••• H••• C••• L••
- B•••• B•• P•••••• S••• · Ownerindirect · owns 75% or more of B•• P•••••• H•••••• I••••••••• S•••
- B•• P•••••• G• H•••••• S••• · Ownerindirect · owns 25% to 50% of B•• P•••••• H•••••••• S•••
- B•• P•••••• H•••••• F••••••••• L•••• · Ownerindirect · owns 50% to 75% of B•••• B•• P•••••• S•••
- B•• P•••••• H•••••• I••••••••• S••• · Ownerindirect · owns 75% or more of B•• P•••••• U• H••••• L••••••
- B•• P•••••• H•••••••• S••• · Ownerindirect · owns 75% or more of B•• P•••••• H•••••• F••••••••• L••••
- B•• P•••••• N• C••••••••• · Member, Managing Partnerindirect · owns 75% or more of B•• P•••••• A•••• M••••••••• U• • L••
- B•• P•••••• U• H••••• L•••••• · Ownerindirect · owns 75% or more of B•• P•••••• N• C•••••••••
- B•• P•••••• A•••• M••••••••• U• • L•• · Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- A••••••••• P•••••• C••••••• L•investment advisernRAUM $1.8B
- A••••••••• S•• H••••••• I• G•• L•pooled vehicle sponsorn
- A••••••••• S•• I• G•• L•pooled vehicle sponsorn
- A••••••••• S•• I• G•• L•pooled vehicle sponsorn
- A••••••••• S•• I•• G•• L•pooled vehicle sponsorn
- A••••••••• S•• I• G•• L•pooled vehicle sponsorn
- A••••••••• S•• V• G•• L•pooled vehicle sponsorn
- A••••••••• S•• V• G•• L•pooled vehicle sponsorn
Advisers that list A••••••••• C••••• P•••••••• L•• as a related person
- 313032 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 3 to 2Mar 31, 2025 to Mar 30, 2026
- BD registered reps · 0 to 2Mar 31, 2025 to Mar 30, 2026
- Corporate clients · unset to 1.0Mar 31, 2025 to Mar 30, 2026
- Assets in custody · unset to 16198858.0Mar 31, 2025 to Mar 30, 2026
- Discretionary RAUM · $514M to $541MMar 31, 2025 to Mar 30, 2026
- RAUM · $514M to $541MMar 31, 2025 to Mar 30, 2026
- Advisory employees · 10 to 9Oct 22, 2024 to Mar 31, 2025
- Assets in custody · 1828408.0 to unsetOct 22, 2024 to Mar 31, 2025
- Employees · 18 to 16Oct 22, 2024 to Mar 31, 2025
- Financial planning clients · unset to Oct 22, 2024 to Mar 31, 2025
- Discretionary RAUM · $514M to $514MOct 22, 2024 to Mar 31, 2025
- RAUM · $514M to $514MOct 22, 2024 to Mar 31, 2025
- Accounts · 2 to 3Mar 29, 2024 to Oct 22, 2024
- Advisory employees · 11 to 10Mar 29, 2024 to Oct 22, 2024
- Assets in custody · unset to 1828408.0Mar 29, 2024 to Oct 22, 2024
- Employees · 15 to 18Mar 29, 2024 to Oct 22, 2024
- HQ city · SHORT HILLS to NEW YORKMar 29, 2024 to Oct 22, 2024
- HQ state · NJ to NYMar 29, 2024 to Oct 22, 2024
- Discretionary RAUM · $940,916 to $514MMar 29, 2024 to Oct 22, 2024
- RAUM · $940,916 to $514MMar 29, 2024 to Oct 22, 2024
- Accounts · 0 to 2Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 7 to 11Jun 30, 2023 to Mar 29, 2024
- Advisory activities · 1 to 2Jun 30, 2023 to Mar 29, 2024
- Business name · A•••• L•• to A••••••••• C••••• P•••••••• L••Jun 30, 2023 to Mar 29, 2024
- Employees · 14 to 15Jun 30, 2023 to Mar 29, 2024
- Legal name · A•••• L•• to A••••••••• C••••• P•••••••• L••Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $0 to $940,916Jun 30, 2023 to Mar 29, 2024
- RAUM · $0 to $940,916Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 8 to 7Apr 26, 2023 to Jun 30, 2023
- Employees · 11 to 14Apr 26, 2023 to Jun 30, 2023
Signals
5 dated events
- Francisco Carlos Zuniga (Chief Financial Officer) no longer on Schedule A of A••••••••• C••••• P•••••••• L•• (listed 2023-06-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Santos Andre Esteves (Shareholder) appeared on Schedule A of A••••••••• C••••• P•••••••• L••Mar 29, 2024 · Control person joined · fact
- B•••• R•••••• S••••••• (Shareholder) appeared on Schedule A of A••••••••• C••••• P•••••••• L••Mar 29, 2024 · Control person joined · fact
- William Terrence Olson (Chief Financial Officer) appeared on Schedule A of A••••••••• C••••• P•••••••• L••Mar 29, 2024 · Control person joined · fact
- A•••• L•• filed its initial SEC registration (Form ADV)Apr 26, 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/andalusiancreditreportedpublic record, Form ADV, Sep 18, 2026
- Website
- andalusian.com/credit-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 646-989-4070reportedpublic record, Form ADV, Mar 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