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RIA Intelligence

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No RAUM reportedSEC-registered· Cork

No RAUM reported, based in Cork.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
Not established
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
Not established
Private clients
Not established
AdvisorsAdvisor movementWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily
Why this matters
Every filed figure, and the identifiersCRD 328869 · SEC 801-129120 · 8 filingsShow
CRD 328869SEC 801-129120First filing on the tape Oct 27, 2023, latest Mar 18, 2026SEC status approved since Nov 21, 2023IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
0 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$0 as of Mar 18, 2026
Jan 14, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 25, 20240 then
Employees (5.A)2 as of Mar 18, 2026
Mar 25, 20241 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of Mar 18, 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, 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
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
otherreportedItem 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
0reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=0.0 fund_share=0.0 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
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • E•••••••• S•••• M•••••• · Managing Membercontrol
        since 10/2023 · owns 75% or more
      • S••••••••• G•••• J••••• · Chief Compliance Officercontrol
        since 10/2023 · owns less than 5%
      Related persons
      Schedule D 7.A
      • E••••••• A•• G••••• A••••••• L••
        investment advisern
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Financial planning clients · unset to
        Mar 3, 2025 to May 29, 2025
      • Other offices · 1 to 0
        Mar 3, 2025 to May 29, 2025
      • Employees · 1 to 2
        Jan 14, 2025 to Mar 3, 2025
      • Other offices · 0 to 1
        Jan 14, 2025 to Mar 3, 2025
      • Accounts · unset to 0.0
        Mar 25, 2024 to Jan 14, 2025
      • HQ state · unset to
        Mar 25, 2024 to Jan 14, 2025
      • Discretionary RAUM · unset to 0.0
        Mar 25, 2024 to Jan 14, 2025
      • Non-discretionary RAUM · unset to 0.0
        Mar 25, 2024 to Jan 14, 2025
      • RAUM · unset to 0.0
        Mar 25, 2024 to Jan 14, 2025
      • Accounts · 0.0 to unset
        Nov 8, 2023 to Mar 25, 2024
      • Advisory employees · 1 to 0
        Nov 8, 2023 to Mar 25, 2024
      • Advisory activities · 2 to 1
        Nov 8, 2023 to Mar 25, 2024
      • Discretionary RAUM · 0.0 to unset
        Nov 8, 2023 to Mar 25, 2024
      • Non-discretionary RAUM · 0.0 to unset
        Nov 8, 2023 to Mar 25, 2024
      • RAUM · 0.0 to unset
        Nov 8, 2023 to Mar 25, 2024
      Signals
      5 dated events
      • ••• Locked
        Mar 18, 2026 · ria principal change · fact
      • ••• Locked
        Mar 18, 2026 · ria principal change · derived
      • ••• Locked
        Mar 18, 2026 · Control person left · inference
      • ••• Locked
        Mar 18, 2026 · Control person joined · fact
      • ••• Locked
        Oct 27, 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
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 18, 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
      No RAUM reportedderiveda 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