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•

Asset manager (funds and pooled vehicles)Boston, MassachusettsCRD 327034SEC 801-128816websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape Aug 31, 2023 · 8 filings
SEC status approved since Sep 29, 2023
RAUM
$777M
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
14
12 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
2
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$777M as of Mar 31, 2026
Mar 28, 2024$703M 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)14 as of Mar 31, 2026
Mar 28, 20248 then
Private funds2 as of Mar 31, 2026
Mar 28, 20242 then
RAUM +0.6% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
$389MderivedRAUM 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
+0.6%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
$777M, 2 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)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$777M100%
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
$777M for 2 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
      2 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      A••••• C•••••• P••••••• F••• I• L•Private Equity Fund$419M60Dec 14, 2023
      A••••• C•••••• P••••••• F••• I•• L•Private Equity Fund$283M45Dec 14, 2023
      Owners and control persons
      Schedule A and B, latest filing
      • K••••• A•••• A• · Ceo And Partner Of A••••• C•••••• P••••••• L•control
        since 03/2023 · owns 75% or more
      • K••••• A•••• A• · Membercontrol
        since 03/2023 · owns 75% or more of A••••• C•••••• P••••••• U•• L••
      • B••••• M•••••••• A••• · Cfo And Cco Of A••••• C•••••• P••••••• L•
        since 09/2023 · owns less than 5%
      • J•••• M•••• A•••••••• · Partner Of A••••• C•••••• P••••••• L•
        since 10/2023 · owns less than 5%
      • R••••••• C••••••••• T•••• · Partner Of A••••• C•••••• P••••••• L•
        since 07/2023 · owns less than 5%
      Entity owners
      • A••••• C•••••• P••••••• U•• L•• · General Partner Of A••••• C•••••• P••••••• L•
        direct · owns less than 5%
      Related persons
      Schedule D 7.A
      • A••••• C•••••• P••••••• I• G• L•
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      What changed
      consecutive filings, newest first
      • Employees · 13 to 14
        Mar 24, 2025 to Mar 31, 2026
      • Advisory employees · 11 to 12
        Mar 24, 2025 to Mar 31, 2026
      • Assets in custody · $773M to $777M
        Mar 24, 2025 to Mar 31, 2026
      • Discretionary RAUM · $773M to $777M
        Mar 24, 2025 to Mar 31, 2026
      • Pooled vehicle RAUM · $773M to $777M
        Mar 24, 2025 to Mar 31, 2026
      • RAUM · $773M to $777M
        Mar 24, 2025 to Mar 31, 2026
      • Advisory employees · 10 to 11
        Jan 13, 2025 to Mar 24, 2025
      • Assets in custody · $703M to $773M
        Jan 13, 2025 to Mar 24, 2025
      • Employees · 12 to 13
        Jan 13, 2025 to Mar 24, 2025
      • Financial planning clients · unset to
        Jan 13, 2025 to Mar 24, 2025
      • Discretionary RAUM · $703M to $773M
        Jan 13, 2025 to Mar 24, 2025
      • Pooled vehicle RAUM · $703M to $773M
        Jan 13, 2025 to Mar 24, 2025
      • RAUM · $703M to $773M
        Jan 13, 2025 to Mar 24, 2025
      • Advisory employees · 7 to 10
        Apr 10, 2024 to Jan 13, 2025
      • Employees · 8 to 12
        Apr 10, 2024 to Jan 13, 2025
      • Assets in custody · $702M to $703M
        Jan 23, 2024 to Mar 28, 2024
      • HQ city · unset to BOSTON
        Jan 23, 2024 to Mar 28, 2024
      • HQ state · unset to MA
        Jan 23, 2024 to Mar 28, 2024
      • Discretionary RAUM · $702M to $703M
        Jan 23, 2024 to Mar 28, 2024
      • Pooled vehicle RAUM · $702M to $703M
        Jan 23, 2024 to Mar 28, 2024
      • RAUM · $702M to $703M
        Jan 23, 2024 to Mar 28, 2024
      • Advisory employees · 8 to 7
        Dec 14, 2023 to Jan 23, 2024
      • Employees · 9 to 8
        Dec 14, 2023 to Jan 23, 2024
      • Other offices · 2 to 1
        Dec 14, 2023 to Jan 23, 2024
      • Accounts · unset to 2.0
        Aug 31, 2023 to Dec 14, 2023
      • Advisory employees · 3 to 8
        Aug 31, 2023 to Dec 14, 2023
      • Pooled vehicle clients · unset to 2.0
        Aug 31, 2023 to Dec 14, 2023
      • Assets in custody · unset to 702423000.0
        Aug 31, 2023 to Dec 14, 2023
      • Custody of client assets · false to true
        Aug 31, 2023 to Dec 14, 2023
      • Employees · 5 to 9
        Aug 31, 2023 to Dec 14, 2023
      • Other offices · 0 to 2
        Aug 31, 2023 to Dec 14, 2023
      • Private funds · unset to 2
        Aug 31, 2023 to Dec 14, 2023
      • Discretionary RAUM · unset to 702423000.0
        Aug 31, 2023 to Dec 14, 2023
      • Non-discretionary RAUM · unset to 0.0
        Aug 31, 2023 to Dec 14, 2023
      • Pooled vehicle RAUM · unset to 702423000.0
        Aug 31, 2023 to Dec 14, 2023
      • RAUM · unset to 702423000.0
        Aug 31, 2023 to Dec 14, 2023
      Signals
      1 dated events
      • A••••• C•••••• P••••••• L• filed its initial SEC registration (Form ADV)
        Aug 31, 2023 · 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
      Firm profile
      linkedin.com/company/astiracp/aboutreportedpublic record, Form ADV, Sep 18, 2026
      Website
      astiracp.comreportedpublic record, Form ADV, Sep 18, 2026
      Principal office phone
      617-238-6010reportedpublic 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
      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