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
Privacore
Legal name Privacore Capital Advisors, LLC
Latest filing Jul 30, 2026
First filing on the tape May 24, 2024 · 5 filings
SEC status approved since Jun 24, 2024
RAUM
$109M
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
24
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$109M as of Jul 30, 2026
Mar 19, 2025$56.2M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 19, 20250 then
Employees (5.A)24 as of Jul 30, 2026
Mar 19, 202522 then
Private funds: no history
RAUM +93% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 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
- $36.2MderivedRAUM 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
- +93%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 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
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$109M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- 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=1.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=18.0derived
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
- Daniel Brendan Boyle · Chief Executive Officercontrolsince 06/2023 · owns less than 5%
- Nmn Sandhya Ganapathy · Chief Compliance Officercontrolsince 02/2024 · owns less than 5%
- Daniel Brendan Boyle · Membercontrolsince 06/2023 · owns 25% to 50% of Privacore Capital, LLC
- Sutherland William Cashel · Membercontrolsince 06/2023 · owns 25% to 50% of Privacore Capital, LLC
Entity owners
- Privacore Capital, LLC · Sole Member And Managerdirect · owns 75% or more
- Janus Henderson Group Plc · Shareholderindirect · owns 75% or more of Janus Henderson US (Holdings) Inc. · public reporting company
- Janus Henderson US (Holdings) Inc. · Memberindirect · owns 25% to 50% of Privacore Capital, LLC
Related persons
Schedule D 7.A
- Janus Henderson Distributors US LLCbroker-dealern
- Janus Henderson Investorsinvestment adviserbankpooled vehicle sponsornRAUM $380B
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 Feb 20, 2026RAUM (Item 5.F) moved from $56,187,157 to $108,503,548 (+93.0%) between the annual amendments of 2025-03-19 and 2026-02-20; the peer median change was +4.0% (1148 comparable advisers, 96.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 96% percentile
What changed
consecutive filings, newest first
- Accounts · 2 to 3Mar 19, 2025 to Feb 20, 2026
- Advisory employees · 3 to 2Mar 19, 2025 to Feb 20, 2026
- BD registered reps · 16 to 18Mar 19, 2025 to Feb 20, 2026
- Employees · 22 to 24Mar 19, 2025 to Feb 20, 2026
- Discretionary RAUM · $56.2M to $109MMar 19, 2025 to Feb 20, 2026
- RAUM · $56.2M to $109MMar 19, 2025 to Feb 20, 2026
- BD registered reps · 18 to 16Oct 9, 2024 to Mar 19, 2025
- Employees · 25 to 22Oct 9, 2024 to Mar 19, 2025
- Financial planning clients · unset to Oct 9, 2024 to Mar 19, 2025
- Discretionary RAUM · $56.0M to $56.2MOct 9, 2024 to Mar 19, 2025
- RAUM · $56.0M to $56.2MOct 9, 2024 to Mar 19, 2025
- Accounts · 0 to 2May 24, 2024 to Oct 9, 2024
- BD registered reps · 16 to 18May 24, 2024 to Oct 9, 2024
- Employees · 24 to 25May 24, 2024 to Oct 9, 2024
- Discretionary RAUM · $0 to $56.0MMay 24, 2024 to Oct 9, 2024
- RAUM · $0 to $56.0MMay 24, 2024 to Oct 9, 2024
Signals
1 dated events
- Privacore filed its initial SEC registration (Form ADV)May 24, 2024 · 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/privacorecapitalreportedpublic record, Form ADV, Sep 17, 2026
- Website
- privacorecapital.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 1 800 304 3863reportedpublic record, Form ADV, Jul 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