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
Cytium Investment Management, LLC
Latest filing Apr 30, 2026
First filing on the tape Jun 6, 2024 · 4 filings
SEC status approved since Jul 9, 2024
RAUM
$749M
reported, Item 5.F
Discretionary
70%
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
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$749M as of Apr 30, 2026
Mar 31, 2025$460M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 31, 20250 then
Employees (5.A)3 as of Apr 30, 2026
Mar 31, 20253 then
Private funds2 as of Apr 30, 2026
Mar 31, 20252 then
RAUM +63% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 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
- $150MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 70%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
- +63%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
- $527M, 4 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
- 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 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$749M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $527M for 4 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)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Cytium Investment Management Special Situations Fund, LP | Hedge Fund | $467M | 32 | Aug 23, 2023 |
| Cytium Investment Management Thematic Equity Fund, LP | Hedge Fund | $0 | 0 | Aug 23, 2023 |
Owners and control persons
Schedule A and B, latest filing
- Benjamin Marc Freschl · Cio / Cco / Managing Membercontrolsince 03/2023 · owns 75% or more
Related persons
Schedule D 7.A
- Cytium Investment Group Gp, LLCpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $459,920,674 to $749,024,030 (+63.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +8.0% (673 comparable advisers, 90.0th percentile of changes)peers: asset managers, $500M to $1B (673) · 90% percentile
- discretionary share shiftChange between filings · filing Apr 30, 2026discretionary share of RAUM moved from 100.0% to 70.0% between the annual amendments of 2025-03-31 and 2026-04-30peers: asset managers, $500M to $1B (783)
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $460M to $527MMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $460M to $527MMar 31, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $0 to $222MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $460M to $749MMar 31, 2025 to Mar 31, 2026
- RAUM · $460M to $749MMar 31, 2025 to Mar 31, 2026
- Assets in custody · $467M to $460MJun 6, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 6, 2024 to Mar 31, 2025
- Private funds · 4 to 2Jun 6, 2024 to Mar 31, 2025
- Discretionary RAUM · $467M to $460MJun 6, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $467M to $460MJun 6, 2024 to Mar 31, 2025
- RAUM · $467M to $460MJun 6, 2024 to Mar 31, 2025
Signals
2 dated events
- Cytium Investment Management, Llc reported RAUM $749.0M, up 63% from $459.9M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Cytium Investment Management, Llc filed its initial SEC registration (Form ADV)Jun 6, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Cytium Investment Management, LLC · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cytium-investment-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- cytiuminv.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 347-503-1338reportedpublic record, Form ADV, Apr 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