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•••• C•••••• M••••••••• U• L••
Latest filing Jun 12, 2026
First filing on the tape Jul 10, 2024 · 10 filings
SEC status approved since Aug 9, 2024
RAUM
$28B
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
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$28B as of Jun 12, 2026
Feb 24, 2025$11B then
HNW client RAUM$0 as of Jun 12, 2026
Feb 24, 2025$0 then
State-registered IARs (5.B.3)0 as of Jun 12, 2026
Feb 24, 20250 then
Employees (5.A)24 as of Jun 12, 2026
Feb 24, 20259 then
Private funds: no history
RAUM +83% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 12, 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
- $1.9BderivedRAUM 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
- +83%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
- 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)
- has custody of client securities (9.A.1.b)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$28B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 15reported
- 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=false related_bank=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••• R•••• H••• · Gccontrolsince 06/2024 · owns less than 5%
- A•••••• C••••• L••••• · Ccocontrolsince 08/2023 · owns less than 5%
- B•••• H•••••••• C•••••••• E•••••••• · Chief Strategy Officer And Co Director / Boardcontrolsince 07/2023 · owns less than 5%
- B••••••• Y•••••• •••• · Ceocontrolsince 06/2024 · owns less than 5%
- H•••••• J••••• A•••••••• · Crocontrolsince 09/2023 · owns less than 5%
- L••••••••• M••••••• H•••• · Cio & Foundercontrolsince 03/2023 · owns less than 5%
- R••••••••• S•••••• J•• · Co Director / Boardcontrolsince 09/2023 · owns less than 5%
- T••••••••• J•••••• •••• · Cfocontrolsince 03/2023 · owns less than 5%
- Y••••• G••••• •••• · Ceo - A•••• UScontrolsince 05/2024 · owns less than 5%
- L••••••••• M••••••• H•••• · Sole Ownercontrolsince 04/2022 · owns 75% or more of A•••• C•••••• M••••••••• H••••••• ••••••• L••••••
Entity owners
- A•••• C•••••• M••••••••• L•••••• · Managing Memberdirect · owns 75% or more
- A•••• C•••••• M••••••••• H••••••• ••••••• L•••••• · Sole Ownerindirect · owns 75% or more of A•••• C•••••• M••••••••• L••••••
Related persons
Schedule D 7.A
- A•••• B••• P••• G• L••pooled vehicle sponsory
- A•••• C•••••• M••••••••• L••••••investment adviserbankyRAUM $36B
- A•••• D••••••• L••pooled vehicle sponsory
- A•••• G• I• L••pooled vehicle sponsory
- A•••• G• I•• L••pooled vehicle sponsory
- A•••• R••••••••• L••pooled vehicle sponsory
Advisers that list A•••• C•••••• M••••••••• U• L•• as a related person
- 331241 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- employee count surgeChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 11.0 to 24.0 (+118.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +3.0% (461 comparable advisers, 100.0th percentile of changes)peers: asset managers, $20B and over (461) · 100% percentile
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $15,255,833,561 to $27,990,857,842 (+83.0%) between the annual amendments of 2025-04-04 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 95.0th percentile of changes)peers: asset managers, $20B and over (470) · 95% percentile
What changed
consecutive filings, newest first
- Accounts · 9 to 15Feb 6, 2026 to Mar 31, 2026
- Advisory employees · 7 to 13Feb 6, 2026 to Mar 31, 2026
- Pooled vehicle clients · 9 to 15Feb 6, 2026 to Mar 31, 2026
- Employees · 11 to 24Feb 6, 2026 to Mar 31, 2026
- Discretionary RAUM · $15B to $28BFeb 6, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $15B to $28BFeb 6, 2026 to Mar 31, 2026
- RAUM · $15B to $28BFeb 6, 2026 to Mar 31, 2026
- Advisory employees · 6 to 7Feb 24, 2025 to Apr 4, 2025
- Assets in custody · $11B to $0Feb 24, 2025 to Apr 4, 2025
- Employees · 9 to 11Feb 24, 2025 to Apr 4, 2025
- Financial planning clients · unset to Feb 24, 2025 to Apr 4, 2025
- Discretionary RAUM · $11B to $15BFeb 24, 2025 to Apr 4, 2025
- Pooled vehicle RAUM · $11B to $15BFeb 24, 2025 to Apr 4, 2025
- RAUM · $11B to $15BFeb 24, 2025 to Apr 4, 2025
- Accounts · 0 to 9Jul 10, 2024 to Nov 14, 2024
- Pooled vehicle clients · 0 to 9Jul 10, 2024 to Nov 14, 2024
- Assets in custody · unset to 11026028632.0Jul 10, 2024 to Nov 14, 2024
- Discretionary RAUM · $0 to $11BJul 10, 2024 to Nov 14, 2024
- Pooled vehicle RAUM · $0 to $11BJul 10, 2024 to Nov 14, 2024
- RAUM · $0 to $11BJul 10, 2024 to Nov 14, 2024
Signals
3 dated events
- A•••• C•••••• M••••••••• U• L•• reported RAUM $28.0B, up 83% from $15.3B (2026-02-06 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A•••• C•••••• M••••••••• U• L•• reported RAUM $15.3B, up 38% from $11.0B (2025-02-24 to 2025-04-04)Apr 4, 2025 · RAUM change · derived
- A•••• C•••••• M••••••••• U• L•• filed its initial SEC registration (Form ADV)Jul 10, 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
- Website
- arini.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 332-253-4524reportedpublic record, Form ADV, Jun 12, 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