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RIA Intelligence

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R•••••• G••• C•••••• L••

Asset manager (funds and pooled vehicles)SEC-registered1 private funds· Londonwebsite

Asset manager (funds and pooled vehicles), based in London, reporting $1.2B of regulatory assets.

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

Regulatory AUM
$1.2B
Form ADV
Advisors
0
IAPD
Net advisor flow, 12 months
Not established
RAUM change, last fiscal year
+55%
Form ADV, consecutive annual filings
Private clients
0.0% of RAUM
Form ADV
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 331810 · SEC 801-131117 · 6 filingsShow
CRD 331810SEC 801-131117First filing on the tape Aug 15, 2024, latest Mar 17, 2026SEC status approved since Sep 16, 2024IAPD
RAUM
$1.2B
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
13
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$1.2B as of Mar 17, 2026
Feb 3, 2025$783M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Feb 3, 20250 then
Employees (5.A)13 as of Mar 17, 2026
Feb 3, 20255 then
Private funds1 as of Mar 17, 2026
Feb 3, 20251 then
RAUM +55% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
$202MderivedRAUM 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
+55%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
  • 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
  • Pooled investment vehicles$1.2B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
6reported
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=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
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      R•••••• G••• C•••••• M••••• F••• L•Hedge Fund$401M6Aug 15, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • N•••••• K••••• J••••• · Coo And Ccocontrol
        since 05/2023 · owns 5% to 10%
      • S••••••• T•••• A••••••••• · Head Of Business Development And Investor Relationscontrol
        since 09/2023 · owns less than 5%
      • W••••• J••••• · Ciocontrol
        since 05/2023 · owns 75% or more
      Related persons
      Schedule D 7.A
      • R•••••• G••• C•••••• G• L••
        investment adviserpooled vehicle sponsory
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Employees · 12 to 13
        Nov 4, 2025 to Mar 17, 2026
      • Discretionary RAUM · $1.1B to $1.2B
        Nov 4, 2025 to Mar 17, 2026
      • Pooled vehicle RAUM · $1.1B to $1.2B
        Nov 4, 2025 to Mar 17, 2026
      • RAUM · $1.1B to $1.2B
        Nov 4, 2025 to Mar 17, 2026
      • Employees · 5 to 12
        May 20, 2025 to Aug 29, 2025
      • Discretionary RAUM · $783M to $1.1B
        May 20, 2025 to Aug 29, 2025
      • Pooled vehicle RAUM · $783M to $1.1B
        May 20, 2025 to Aug 29, 2025
      • RAUM · $783M to $1.1B
        May 20, 2025 to Aug 29, 2025
      • Related adviser · true to false
        May 20, 2025 to Aug 29, 2025
      • Financial planning clients · unset to
        Feb 3, 2025 to May 20, 2025
      • HQ state · unset to
        Aug 15, 2024 to Feb 3, 2025
      • Private funds · 2 to 1
        Aug 15, 2024 to Feb 3, 2025
      Signals
      6 dated events
      • ••• Locked
        Mar 17, 2026 · private fund gav change · fact
      • ••• Locked
        Mar 17, 2026 · ria principal change · fact
      • ••• Locked
        Mar 17, 2026 · Control person joined · fact
      • ••• Locked
        Aug 29, 2025 · RAUM change · derived
      • ••• Locked
        Feb 3, 2025 · ria registration change · fact
      • ••• Locked
        Aug 15, 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
      ••• Lockedreportedpublic record, Form ADV, Mar 17, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 17, 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