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C•••••• I••••••••• C••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C•••••• I••••••••• C••••••• L••

CRD 322164

WINTER PARK, FL

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Search this name across graphsid dfx:ria:0d301438-0e3b-c30a-f5fc-cc444fbc7a8d

Data as of Apr 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 1
On other graphs: 2
Observed: Jun 28, 2024 to Apr 30, 2026
7 observations

Across DFX

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

Venture Capitalidentity

C•••••• I••••••••• C••••••• L••

Venture manager · shared crd

Real Estate Fundsidentity

C•••••• I••••••••• C••••••• L••

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $263MItem 5.F on the latest filing (2026-04-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $263M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C•••••• Q• G••••• F•••• L••	Venture Capital Fund	$20.1M	Sep 23, 2024	35	Apr 3, 2024	reported	021-488258
C•••••• R••• E••••• F••• V•••• L••	Real Estate Fund	$13.4M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••• K••••	Coo	B	yes	01/2017	Jun 28, 2024	Sep 23, 2024
B•••• T••••• J••	Cio	A	yes	07/2022	Jun 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
R••••• E•••••••• I•••	n/a	n/a	n/a	N	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$263M	$213M	23.5%	n/a	n/a	9	8	1	0

Relationships

Advises (24)

→ C•••••• R••• E••••• F••• X••• L••Private fundReal Estate Fund, IA
Apr 3, 2024 to presentfactForm ADV
→ C•••••• G••••• F••• I•• L••Private fundVenture Capital Fund, IA
Apr 3, 2024 to presentfactForm ADV
→ C•••••• R••• E••••• F••• I• L••Private fundReal Estate Fund, IA
Jun 23, 2022 to presentfactForm ADV
→ C•••••• G••••• F••• I• L••

Dated events

Occurred
Jun 28, 2024
First Form ADV filing
C•••••• I••••••••• C••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d301438-0e3b-c30a-f5fc-cc444fbc7a8d
First observed: Jun 28, 2024
Last observed: Apr 30, 2026 4 months ago
Source families: Federal regulator filings
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.