DFX Intelligence

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

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RIA / WealthRegistered adviserInstitutional managerSEC registeredRAUM over $100B

C•••••••

C••••••••• PARTNERS, LLC, CRD 175112

RALEIGH, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphs

Data as of May 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1,219
Dated events: 80
On other graphs: 4
Observed: Mar 12, 2015 to May 27, 2026
112 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand; an owner is a different entity, resolved from Schedule A/B

Private Equityidentity

C•••••••

Private equity manager · same SEC CIK, same CRD, same SEC file number

Independent Sponsorsidentity

C•••••••

Capital provider to sponsors · same SEC CIK, same CRD, same SEC file number

Allocatorsidentity

C•••••••

Investment consultant · same SEC CIK, same CRD, same SEC file number

Private Credit

Facts

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

Firm class: institutional managerderived••• Locked
Regulatory AUM: $1.24T••• Locked
Discretionary RAUM: $320B
Private client RAUM: $96Bderived••• Locked
Private client share: 8%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 946
RAUM per advisor: $1.3Bderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D••••• D•• S••••	n/a	Doylestown, PA	11	39	2	no
P••• H••••• S•••••••	n/a	Wayne, PA \| Zionsville, PA	11	40

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••••••• P•••••• R••• E••••• F••• 2• L•	Real Estate Fund	$27.7M	May 27, 2026	89	Mar 23, 2023	reported	021-417079
M•• C••••• S••••••••• F••• I•• L•	Other Private Fund	$27.3M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••••• D•••••• M••••	SENIOR DIRECTOR, COMPLIANCE	Na	yes	09/2023	Mar 12, 2015	Dec 20, 2024
C••••••••• H•••••••• I•••	Member	C	yes	05/2015	Jun 16, 2015	Dec 20, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
C••••••••• S••••••••• L•••	n/a	Former SEC adviser	$116B	N	yes	n/a
B••••• F•••••••• M••••••••• L••	n/a	Former SEC adviser	$5.0B	N	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
Brentwood	Tn	United States	23	no
Phoenix	Az	United States	20	yes
Chesterton	In	United States	20	yes
B•••••	Ma	United States	20	no
SAN ANTONIO	TX	United States

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
97	14	83	1.5%	9	3	0	267	32

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.24T	$1.08T	14.2%	$715B	20.1%	1,841	1,723	96	96

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A•••• C•••• I••••••••• L••	17	Apr 30, 2026	Feb 24, 2026	COSTA MESA, CA	Firm absorbed	Other	89.5%
T••••• A••••••• S•••••••• I•••	6	Apr 17, 2026	Jun 24, 2026

Relationships

showing 80 of 1,219

Registered with (59)

← J••• C••••••Advisorregistration: current employment
Sep 21, 2026 to presentfactForm ADV
← J••• A••••• T••••••••Advisorregistration: current employment
Sep 21, 2026 to presentfactForm ADV
← W••••• J•••• T•••••Advisorregistration: current employment
Sep 16, 2026 to presentfactForm ADV
← C••• D•••••• H•••••

Dated events

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

Order

Occurred
30 Apr 2026
Firm absorbed
••• Locked
Form ADV
17 advisors
Occurred
17 Apr 2026
Team lift-out
••• Locked
Form ADV
6 advisors
Occurred
17 Aug 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
27 May 2026
Private fund first reported6 events
Private fund first reported: 6 on 27 May 2026
$5.5M to $20.9M
- ••• Locked$20.9M
- ••• Locked$17.2M
- ••• Locked$10.4M
Occurred
27 May 2026
Ria principal change4 events
C•••••••: ria principal change, 4 events, on 27 May 2026
- ••• Locked
- ••• Locked
- ••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 12, 2015
Last observed: May 27, 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.

All 25 rows

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E•••• A••••• H••	n/a	Birmingham, MI \| Southfield, MI	11	33	2	no
D••••• J•••• E•••	n/a	Osprey, FL \| RALEIGH, NC	11	33	1	no
J•••••• T••••• L•••••••	n/a	A••••town, PA	11	32	4	no
W••••• S•••• H••••	n/a	RALEIGH, NC	11	32	2	yes
M•••••• D•••• S•••••••	n/a	RALEIGH, NC	11	32	2	yes
S•••• A••••• W•••••••	n/a	LIVINGSTON, NJ \| Wayne, PA	11	30	1	no
E•••• D•••••• C••••••	n/a	RALEIGH, NC	11	30	3	no
J••• C•••••• M••••••	n/a	Houston, TX	11	30	1	no
J••• A•••• P••••••	n/a	Dallas, TX	11	34	1	yes
J•••• R•••••• V•••••••	Certified Financial Planner	Pasadena, CA	11	26	3	no
J••• W•••• M•••••	n/a	Pearl, MS	11	26	2	yes
K•• S•• H•••••••	n/a	Clarkston, MI	11	26	3	no
R••••••• G•••••• B••••••••	n/a	Atlanta, GA	11	25	1	no
P••• W•••••• O•••	n/a	Homewood, AL	11	24	2	yes
M•••••• E••••• H•••••	n/a	RALEIGH, NC	11	24	2	yes

All 24 rows

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C•• M••••• O••••••••• L•	Real Estate Fund	$12.7M	May 27, 2026	82	Mar 21, 2024	reported	021-493060
C•• P•••••••• I••••••••• L•	Real Estate Fund	$11.3M	May 27, 2026	64	Jul 17, 2017	reported	021-290411
C•• R••••••••• O••••••••• 2•••• L•	Real Estate Fund	$10.4M	May 27, 2026	91	May 27, 2026	reported	021-547718
C•• N•••••••• I••••••••• L•	Real Estate Fund	$9.8M	May 27, 2026	76	Mar 23, 2023	reported	021-458888
C•• N•••••••• I•••••••• Q•• L•	Real Estate Fund	$9.8M	May 27, 2026	75	Mar 23, 2023	reported	021-458888
C•• C••••••• H•••• I••••••••• L•	Real Estate Fund	$9.7M	May 27, 2026	71	May 27, 2026	reported	021-554969
C•• C••••••• H•••• I•••••••• Q•• L•	Real Estate Fund	$9.7M	May 27, 2026	71	May 27, 2026	reported	021-554976
M•• O••••••••• F••• I•• L••••••• 2•	Other Private Fund	$9.2M	Dec 20, 2024	56	Apr 30, 2019	dropped	021-249193
C•• B•••••• I••••••••• L•	Real Estate Fund	$6.3M	May 27, 2026	78	Mar 30, 2020	reported	021-363608
C••••••••• P•••••• I••••• F•••• L•	Other Private Fund	$5.8M	May 27, 2026	91	Jan 4, 2013	reported	021-187412
C••••••••• P•••••• C••••• F•••• L•	Other Private Fund	$5.8M	May 27, 2026	91	Mar 15, 2019	reported	021-187412
C•• A•••••• I••••••••• L•	Private Equity Fund	$5.5M	May 27, 2026	23	May 27, 2026	reported	021-543861
M• I••••••••• F••• I• L•••••••• 2•	Other Private Fund	$5.0M	Dec 20, 2024	49	Apr 30, 2019	dropped	021-203392
M• I••••••••• F••• I• L•••••••••	Other Private Fund	$550,987	Dec 20, 2024	36	Sep 24, 2013	dropped	021-203392

All 32 rows

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
M••••••••• C••••••••	BOARD OF MANAGERS	F	yes	10/2020	Apr 10, 2020	Dec 20, 2024
M•••••••• S••••• T•••••	MANAGING DIRECTOR	Na	yes	04/2017	Apr 28, 2017	Dec 20, 2024
M•••••• J••••• F•••••••	Director	C	yes	05/2015	Mar 12, 2015	Dec 20, 2024
M•••••• J••••• F•••••••	BOARD OF MANAGERS	F	yes	05/2015	Mar 12, 2015	Dec 20, 2024
M•••••• J••••• F•••••••	CHIEF EXECUTIVE OFFICER	Na	yes	02/2003	Mar 12, 2015	Dec 20, 2024
M•••••• R•••••• A•	CHIEF FINANCIAL OFFICER	Na	yes	08/2021	Mar 31, 2022	Dec 20, 2024
T•• C••••••••• G••••• L••	Member	E	yes	05/2015	Jun 16, 2015	Dec 20, 2024
B•••• J••••	BOARD OF MANAGERS	F	no	11/2023	Jan 18, 2024	Dec 20, 2024
C••••• J•••• D••••	CHIEF M•••ETING OFFICER	Na	no	01/2020	Apr 10, 2020	Dec 20, 2024
F•••••••• M•••• J•••	CHIEF HUMAN RESOURCES OFFICER	Na	no	01/2020	Apr 10, 2020	Dec 20, 2024
H••••••••• M••••••• S•	BOARD OF MANAGERS	F	no	06/2020	May 25, 2022	Dec 20, 2024
J••••••• M•••••••• A•	SENIOR DIRECTOR	Na	no	01/2022	May 15, 2022	Dec 20, 2024
M••••••••• K••••• J••••	BOARD OF MANAGERS	F	no	10/2023	Jan 18, 2024	Dec 20, 2024
M••••• J•••••••• S•••	CHIEF TECHNOLOGY OFFICER	Na	no	01/2020	Apr 10, 2020	Dec 20, 2024
R•••••• J•••• C•••••••••	BOARD OF MANAGERS	F	no	11/2023	Jan 18, 2024	Dec 20, 2024
R••••• C•••••• E•••••	BOARD OF MANAGERS	F	no	06/2020	May 15, 2022	Dec 20, 2024
S••••• D•••••• D••	MANAGING DIRECTOR	Na	no	12/2009	Mar 12, 2015	Dec 20, 2024
S••••• D••••• M••••	BOARD OF MANAGERS	F	no	08/2020	May 15, 2022	Dec 20, 2024
S••••••• R•••••• G•	BOARD OF MANAGERS	F	no	05/2015	Jun 16, 2015	Dec 20, 2024
V••••••••• M••••••• J••••	MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER	Na	no	06/2021	Jul 2, 2021	Dec 20, 2024
W••••• E•••••• V•••••	MANAGING DIRECTOR	Na	no	01/2021	May 15, 2022	Dec 20, 2024
W•••••• M•••• S••••••	BOARD OF MANAGERS	F	no	06/2020	May 15, 2022	Dec 20, 2024

All 25 rows

City	State	Country	Employees	Also broker-dealer
Allentown	Pa	United States	15	yes
Chicago	IL	United States	13	no
NEW YORK	NY	United States	13	yes
Alexandria	Va	United States	13	yes
Wilmington	Nc	United States	12	no
Draper	Ut	United States	12	yes
Leawood	Ks	United States	11	no
Uniontown	Oh	United States	11	no
Warren	Nj	United States	9	no
Greenville	Sc	United States	9	no
SAN ANTONIO	TX	United States	9	no
Birmingham	Al	United States	8	no
LAKE SUCCESS	NY	United States	8	yes
Dallas	TX	United States	8	no
Charlotte	Nc	United States	6	yes

All 20 rows

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
B••••• F•••••••• M••••••••• L••	12	Feb 18, 2025	Feb 18, 2025	B•••••, MA	Firm absorbed	Other	57.1%
C••••••• W••••• M••••••••• I•••	3	Feb 6, 2025	Feb 7, 2025	ALEXANDRIA, VA	Team lift out	Other	25.0%
C••••• C•••••• A•••••••• L••	13	Aug 9, 2024	Dec 1, 2023	INDIANAPOLIS, IN	Firm absorbed	Other	92.9%
T•••••• F••••••••	11	Mar 28, 2024	Dec 12, 2023	BELLEVUE, WA	Firm absorbed	Other	100.0%
E•••••• W••••• P•••••••• L••	6	Mar 26, 2024	Jan 18, 2024	THE WOODLANDS, TX	Firm absorbed	Other	85.7%
O•••• W••••• P•••••••• I•••	3	Oct 27, 2023	Apr 26, 2023	FORT WORTH, TX	Firm absorbed	Other	100.0%
S••••••• W••••• M••••••••• L••	2	Oct 25, 2023	Jun 23, 2023	NEW ORLEANS, LA	Team lift out	Other	10.5%
S••••••• W••••• M••••••••• L••	16	Oct 25, 2023	Jun 29, 2023	DALLAS, TX	Firm absorbed	Other	84.2%
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	6	Oct 23, 2023	Nov 6, 2023	SANFORD, NC	Team lift out	Other	0.1%
M••••• V•• C••••••••• I•••	3	Jul 31, 2023	Mar 8, 2023	HOUSTON, TX	Firm absorbed	Other	100.0%

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Mar 18, 2016	$174B	$5.0B	352	140	n/a	n/a	n/a
2014	Apr 1, 2015	$157B	$4.0B	316	100	n/a	n/a	n/a