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RIA Intelligence

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A•••• C•••••• P•••••••

No RAUM reportedSEC-registered· Aventura, Floridawebsite

No RAUM reported, based in Aventura, Florida.

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

Advisors
2
IAPD
Net advisor flow, 12 months
0
0 joined, 0 left
IAPD registration history
See where advisers wentSee teams that moved
More
Advisors (2)Where the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. No dated change on record yet.

Every filed figure, and the identifiersCRD 341875 · SEC 801-136252 · 2 filingsShow
CRD 341875SEC 801-136252Legal name A•••• C•••••• P••••••• L••First filing on the tape Apr 13, 2026, latest Sep 8, 2026SEC status 120-day approval since May 13, 2026IAPD
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape

Filed figures over time · the tape starts Apr 13, 2026

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$0 as of Sep 8, 2026
Apr 13, 2026$0 then
HNW client RAUM$0 as of Sep 8, 2026
Apr 13, 2026$0 then
State-registered IARs (5.B.3)2 as of Sep 8, 2026
Apr 13, 20260 then
Employees (5.A)2 as of Sep 8, 2026
Apr 13, 20262 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
RAUM per advisor
$0derivedRAUM 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
1.0derivedItem 5.A over advisors
Advisors per office
2.0derived1 office 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 assets, fixed fees, performance-based, otherreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, 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
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing

No Item 5.D breakdown on this filing.

The breakdown by client type, and the client countsShow
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, performancereported
Class basis
RAUM: 0% private clients, 0% pooled funds, 0% institutions; related broker-dealer not reported; related bank not reportedderived
Advisor movement
0 left over 36 months
0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      2 on IAPD today; the longest tenured first
      NameBranchHere sinceIn industryPrior firms
      A•••••••• F••••••Aventura, FlSep 1, 202610 y0
      J••••• H••••••••Aventura, FlSep 4, 202612 y0
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • F••••••• A•••••••• · Managing Partner / Iarcontrol
        since 04/2026 · owns 50% to 75%
      • H••••••••• J••••• · Chief Compliance Officer / Managing Partner / Iarcontrol
        since 04/2026 · owns 50% to 75%
      Related persons
      Schedule D 7.A
      No related person reported.
      Office movement
      IAPD branch city; joins and departures in 12 months
      OfficeAdvisorsJoinedLeftTeams outForming
      Aventura, Fl · principal220
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 1 to 2
        Apr 13, 2026 to Sep 8, 2026
      • Financial planning clients · to unset
        Apr 13, 2026 to Sep 8, 2026
      • State-registered IARs · 0 to 2
        Apr 13, 2026 to Sep 8, 2026
      • Related adviser · false to unset
        Apr 13, 2026 to Sep 8, 2026
      • Related bank · false to unset
        Apr 13, 2026 to Sep 8, 2026
      Full history · 8 changes
      • Related broker-dealer · false to unset
        Apr 13, 2026 to Sep 8, 2026
      • Related insurance company · false to unset
        Apr 13, 2026 to Sep 8, 2026
      • Succession · false to unset
        Apr 13, 2026 to Sep 8, 2026
      Signals
      1 dated events
      • ••• Locked
        Apr 13, 2026 · First SEC registration · derived
      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, Sep 8, 2026
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Sep 8, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      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
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: regulatory AUM, RAUM change, 1 year, private clients.