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Private equityFirmbuyoutlower middle market

CI Capital Partners

Private Equity

New York, NY

CI Capital Partners is a leading private equity investment firm specializing in leveraged buyouts of middle-market companies

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:300d21a4-9299-4a38-b8a9-dc6775fa61e0

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 33
On other graphs: 1
Observed: Sep 13, 2026 to Sep 16, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

CI CAPITAL PARTNERS

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 18
PE funds: 18
Vintages: 2013 to 2024
PE GAV, 2024 filing: $801Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $802M
Investments: 1
Active investments: 1
Size band: LOWER MIDDLE MARKETderivedproxy: $0.80bn Private Equity Fund GAV on the Form ADV filed 2024-03-29
Latest ADV filing: Mar 29, 2024
Employees (ADV): 8
Website: cicapllc.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Ci/spv Hearing Investment Partners, L.P.	2024	Unknown	Private Equity Fund	n/a	$23.9M
CI Capital Investors II Follow-On Partners (parallel), LP	2019	Harvest	Private Equity Fund	n/a	$19.9M
CI Capital Investors II Follow-On Partners, LP	2019	Harvest	Private Equity Fund	n/a	$28.7M
CI (transport) Co-Investment Partners, L.P.	2018	Wound down	Private Equity Fund	n/a	$8.3M
CI Fund III Co-Investment Partners, L.P.	2018	Unknown	Private Equity Fund	n/a	$2.2M
CI (pivot) Co-Investment Partners, L.P.	2018	Wound down	Private Equity Fund	n/a	$349,215
CI Capital Investors III (aiv-A), L.P.	2017	Harvest	Private Equity Fund	n/a	$1.8M
CI Capital Investors III Co-Investment, L.P.	2017	Unknown	Private Equity Fund	n/a	$53.1M
CI Capital Investors III (aiv), L.P.	2017	Harvest	Private Equity Fund	n/a	$658,202
CI Capital Investors III, L.P.	2016	Mature	Private Equity Fund	n/a	$633M
CI Fund II Co-Investment Partners, LP	2013	Harvest	Private Equity Fund	n/a	$108,490
Caxton-Iseman GP LLC	n/a	Wound down	Private Equity Fund	n/a	$541,052
CI (transplace) Co-Investment Partners, L.P.	n/a	Wound down	Private Equity Fund	n/a	$74.5M
CI Capital Investors II (aiv-A), L.P.	n/a	Harvest	Private Equity Fund	n/a	$1.4M
CI Capital Investors II (aiv), L.P.	n/a	Harvest	Private Equity Fund	n/a	$1.2M
CI Capital Investors II, L.P.	n/a	Harvest	Private Equity Fund	n/a	$35.8M
Caxton-Iseman (holdings), L.P.	n/a	Wound down	Private Equity Fund	n/a	$1.1M
Caxton-Iseman Private Investors LLC	n/a	Wound down	Private Equity Fund	n/a	$359,304

Investments

Company	State	Role	Control	Invested	Exited	Status
The Cadmus Group	n/a	platform	control	Oct 14, 2021	n/a	active

Relationships

Invested in (1)

→ The Cadmus GroupCompanyplatform
Oct 14, 2021 to presentfactNews and newswire

Employs (6)

→ Jordan Saul BernsteinPersonGeneral Counsel/Chief Compliance Officer
Feb 1, 2012 to presentfactForm ADV
→ Patrick Timothy FarrellPersonChief Financial Officer
Jul 1, 2016 to presentfactForm ADV
→ Frederick Joseph IsemanPersonMember
Nov 1, 2008 to presentfactForm ADV
→ John George ForbesPersonChief Operating Officer
Jan 1, 2015 to May 21, 2018inferenceForm ADV
→ Jerome TruzzolinoPersonChief Financial Officer
May 1, 2011 to Feb 23, 2015inferenceForm ADV
→ Steven Martin LefkowitzPersonMember
Nov 1, 2008 to May 1, 2014inferenceForm ADV

Manages (18)

→ Ci/spv Hearing Investment Partners, L.P.FundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ CI (transport) Co-Investment Partners, L.P.FundPrivate Equity Fund
Mar 29, 2018 to presentfactForm ADV
→ CI Capital Investors II Follow-On Partners (parallel), LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ CI Capital Investors II Follow-On Partners, LPFundPrivate Equity Fund
Mar 29, 2019 to presentfactForm ADV
→ Caxton-Iseman Private Investors LLCFundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Caxton-Iseman (holdings), L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ Caxton-Iseman GP LLCFundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ CI Capital Investors II, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ CI (transplace) Co-Investment Partners, L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ CI Capital Investors II (aiv), L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ CI Capital Investors II (aiv-A), L.P.FundPrivate Equity Fund
Feb 14, 2012 to presentfactForm ADV
→ CI Fund II Co-Investment Partners, LPFundPrivate Equity Fund
Mar 28, 2013 to presentfactForm ADV
→ CI Capital Investors III, L.P.FundPrivate Equity Fund
Mar 30, 2016 to presentfactForm ADV
→ CI Capital Investors III (aiv-A), L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ CI Capital Investors III Co-Investment, L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ CI Capital Investors III (aiv), L.P.FundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ CI (pivot) Co-Investment Partners, L.P.FundPrivate Equity Fund
Mar 29, 2018 to presentfactForm ADV
→ CI Fund III Co-Investment Partners, L.P.FundPrivate Equity Fund
Mar 29, 2018 to presentfactForm ADV

Owns (8)

← Georgica Management LLCFirmManaging Member
Jan 1, 2016 to presentfactForm ADV
← CI Capital Holdings LLCFirmMember
Jan 1, 2016 to presentfactForm ADV
← FJI Gloucester LLCFirmShareholder
Jun 1, 2012 to presentfactForm ADV
← FJI Kent Investments LLCFirmMember
Jul 1, 2012 to presentfactForm ADV
← FJI Kent Inc.FirmManager
Jun 1, 2012 to presentfactForm ADV
← Frederick Iseman (mfi 2007) LLCFirmMember
Jul 1, 2012 to presentfactForm ADV
← Frederick J. Iseman Trust No. Iii-C (2021)FirmMember
Jan 1, 2022 to presentfactForm ADV
← The Bryn Mawr Trust Company of DelawareFirmTrustee
Nov 1, 2015 to presentfactForm ADV

Dated events

25 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 14, 2021
Platform investment
Churchill Serves as Lead Arranger and Administrative Agent in Support of CI Capital's Acquisition of Cadmus
The Cadmus Group News and newswireobserved 4 days ago
Occurred
Oct 14, 2021
Transaction announced
Churchill Serves as Lead Arranger and Administrative Agent in Support of CI Capital's Acquisition of Cadmus
News and newswireobserved 4 days ago
Occurred
May 21, 2018
Person left
JR. John George Forbes (Chief Operating Officer) no longer on Schedule A of CI Capital Partners
Form ADVobserved 5 days ago
Occurred
Jul 1, 2016
Person joined
Patrick Timothy Farrell joined Schedule A of CI Capital Partners as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Feb 23, 2015
Person left
Jerome Truzzolino (Chief Financial Officer) no longer on Schedule A of CI Capital Partners
Form ADVobserved 5 days ago
Occurred
Jan 1, 2015
Person joined
JR. John George Forbes joined Schedule A of CI Capital Partners as Chief Operating Officer/Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
May 1, 2014
Person left
Steven Martin Lefkowitz (Member) no longer on Schedule A of CI Capital Partners
Form ADVobserved 5 days ago
Occurred
Feb 14, 2012
Adviser first adv filing
CI Capital Partners first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 25 bookkeeping events

Occurred
May 6, 2026
CI Capital Partners: Private Equity Funds on Form ADV 12 (2024 extract) -> 7 (roster 2026-09-01)
Occurred
Mar 29, 2024
Fund 805-1437192987 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 29, 2024
Ci/spv Hearing Investment Partners, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $23,922,002
Occurred
Mar 30, 2022
Fund 805-8099433548 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 30, 2022
Fund 805-2710136148 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 30, 2022
Fund 805-3026277590 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 31, 2021
Fund 805-2986695894 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 29, 2019
CI Capital Investors II Follow-On Partners, LP first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $75,914,857
Occurred
Mar 29, 2019
CI Capital Investors II Follow-On Partners (parallel), LP first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $47,261,063
Occurred
Mar 29, 2018
CI Fund III Co-Investment Partners, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $165,393
Occurred
Mar 29, 2018
CI (pivot) Co-Investment Partners, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $33,049,125
Occurred
Mar 29, 2018
CI (transport) Co-Investment Partners, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $25,088,078
Occurred
Mar 31, 2017
CI Capital Investors III (aiv), L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $9,140,726
Occurred
Mar 31, 2017
CI Capital Investors III (aiv-A), L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $24,473,854
Occurred
Mar 31, 2017
CI Capital Investors III Co-Investment, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund)
Occurred
Mar 30, 2016
CI Capital Investors III, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund)
Occurred
Mar 24, 2014
Fund 805-3938956745 no longer reported on Form ADV by CI Capital Partners
Occurred
Mar 28, 2013
CI Fund II Co-Investment Partners, LP first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $98,321
Occurred
Feb 14, 2012
Caxton-Iseman Private Investors LLC first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $160,056,719
Occurred
Feb 14, 2012
CI Capital Investors II (aiv-A), L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $11,831,718
Occurred
Feb 14, 2012
CI Capital Investors II (aiv), L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $37,616,458
Occurred
Feb 14, 2012
CI (transplace) Co-Investment Partners, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $56,434,664
Occurred
Feb 14, 2012
CI Capital Investors II, L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $557,464,052
Occurred
Feb 14, 2012
Caxton-Iseman GP LLC first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $7,314,915
Occurred
Feb 14, 2012
Caxton-Iseman (holdings), L.P. first reported on Form ADV by CI Capital Partners (Private Equity Fund), GAV $797,297,320

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Jordan Saul Bernstein (General Counsel/Chief Compliance Officer), Patrick Timothy Farrell (Chief Financial Officer), Frederick Joseph Iseman (Member).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:300d21a4-9299-4a38-b8a9-dc6775fa61e0
First observed: Sep 13, 2026
Last observed: Sep 16, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CI Capital Partners

Private Equity

New York, NY

CI Capital Partners is a leading private equity investment firm specializing in leveraged buyouts of middle-market companies

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:300d21a4-9299-4a38-b8a9-dc6775fa61e0

Data as of Sep 16, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Ci/spv Hearing Investment Partners, L.P.

2024

Unknown

Private Equity Fund

n/a

$23.9M

CI Capital Investors II Follow-On Partners (parallel), LP

2019

Harvest

Private Equity Fund

n/a

$19.9M

CI Capital Investors II Follow-On Partners, LP

2019

Harvest

Private Equity Fund

n/a

$28.7M

CI (transport) Co-Investment Partners, L.P.

2018

Wound down

Private Equity Fund

n/a

$8.3M

CI Fund III Co-Investment Partners, L.P.

2018

Unknown

Private Equity Fund

n/a

$2.2M

CI (pivot) Co-Investment Partners, L.P.

2018

Wound down

Private Equity Fund

n/a

$349,215

CI Capital Investors III (aiv-A), L.P.

2017

Harvest

Private Equity Fund

n/a

$1.8M

CI Capital Investors III Co-Investment, L.P.

2017

Unknown

Private Equity Fund

n/a

$53.1M

CI Capital Investors III (aiv), L.P.

2017

Harvest

Private Equity Fund

n/a

$658,202

CI Capital Investors III, L.P.

2016

Mature

Private Equity Fund

n/a

$633M

CI Fund II Co-Investment Partners, LP

2013

Harvest

Private Equity Fund

n/a

$108,490

Caxton-Iseman GP LLC

n/a

Wound down

Private Equity Fund

n/a

$541,052

CI (transplace) Co-Investment Partners, L.P.

n/a

Wound down

Private Equity Fund

n/a

$74.5M

CI Capital Investors II (aiv-A), L.P.

n/a

Harvest

Private Equity Fund

n/a

$1.4M

CI Capital Investors II (aiv), L.P.

n/a

Harvest

Private Equity Fund

n/a

$1.2M

CI Capital Investors II, L.P.

n/a

Harvest

Private Equity Fund

n/a

$35.8M

Caxton-Iseman (holdings), L.P.

n/a

Wound down

Private Equity Fund

n/a

$1.1M

Caxton-Iseman Private Investors LLC

n/a

Wound down

Private Equity Fund

n/a

$359,304

Company

State

Role

Control

Invested

Exited

Status

The Cadmus Group

n/a

platform

control

Oct 14, 2021

n/a

active