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•••••••• A•••• M••••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Mar 6, 2025 · 4 filings
SEC status approved since Mar 7, 2025
RAUM
$349M
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
15
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$349M as of Apr 30, 2026
Mar 6, 2025$164M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 6, 20250 then
Employees (5.A)15 as of Apr 30, 2026
Mar 6, 202514 then
Private funds7 as of Apr 30, 2026
Mar 6, 20256 then
RAUM +113% 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
- $49.9MderivedRAUM 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
- +113%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $193M, 7 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$349M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $193M for 7 clientsreported
- Compensation
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| A•••••••• S•••••••• F•••••• F•••• L• | Hedge Fund | $22.0M | 1 | Dec 18, 2023 |
Owners and control persons
Schedule A and B, latest filing
- B••••• D•••••••• B••• · Managing Partner And Chief Executive Officercontrolsince 08/2023 · owns less than 5%
- B••••• M••••• · Partner And Head Of Diligencecontrolsince 08/2023 · owns less than 5%
- H•••••• J•••• · Chief Compliance Officersince 01/2025 · owns less than 5%
Entity owners
- A•••••••• C••••••••• F••••••• · Ownerdirect · owns 75% or more
- A•••••••• H•••••••• L•• · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $163,568,848 to $349,131,175 (+113.0%) between the annual amendments of 2025-03-06 and 2026-04-30; the peer median change was +4.0% (1148 comparable advisers, 97.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 97% percentile
What changed
consecutive filings, newest first
- Assets in custody · $138M to $193MMar 26, 2026 to Apr 30, 2026
- Accounts · 6 to 7Feb 4, 2026 to Mar 26, 2026
- Pooled vehicle clients · 6 to 7Feb 4, 2026 to Mar 26, 2026
- Assets in custody · $164M to $138MFeb 4, 2026 to Mar 26, 2026
- Employees · 14 to 15Feb 4, 2026 to Mar 26, 2026
- Private funds · 6 to 7Feb 4, 2026 to Mar 26, 2026
- Discretionary RAUM · $164M to $349MFeb 4, 2026 to Mar 26, 2026
- Pooled vehicle RAUM · $164M to $349MFeb 4, 2026 to Mar 26, 2026
- RAUM · $164M to $349MFeb 4, 2026 to Mar 26, 2026
Signals
1 dated events
- A•••••••• A•••• M••••••••• L•• reported RAUM $349.1M, up 113% from $163.6M (2026-02-04 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- A•••••••• A•••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/altriarchreportedpublic record, Form ADV, Sep 18, 2026
- Website
- altriarch.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 704-607-8840reportedpublic 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