DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

C••• L•••••••

CYRUS J. L••••••• LLC, CRD 174034

NEW YORK, NY

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Search this name across graphsid dfx:ria:3971a5f7-0dea-d35e-f440-931aba0de3af

Data as of Apr 1, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 5
On other graphs: 0
Observed: Dec 18, 2014 to Apr 1, 2025
30 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $591M••• Locked
Discretionary RAUM: $591M
Private client RAUM: $479Mderived••• Locked
Private client share: 81%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••••• E•••••• T•••••••	CHIEF COMPLIANCE OFFICER	Na	yes	03/2015	Apr 23, 2015	Oct 3, 2024
K••••• B•••••••• N••	CEO/MANAGING MEMBER	E	yes	11/2014	Dec 18, 2014	Oct 3, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$591M	$485M	22.1%	$556M	2.1%	7	7	0	0

Relationships

Registered with (1)

← D•••• J• G••••••••Advisorregistration: previous registration
May 12, 2015 to Jul 16, 2025factForm ADV

Controls (3)

← K••••• B•••••••• N••OwnerCEO/MANAGING MEMBER, ownership code E, individual
Dec 18, 2014 to Oct 3, 2024factForm ADV
← G••••••• E•••••• T•••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 23, 2015 to Oct 3, 2024factForm ADV
← M••••• J••••• E•••••Owner

Dated events

Occurred
Aug 1, 2025
Left the SEC roster
••• Locked
Form ADVobserved 7 days ago
$591M
Occurred
Jul 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 7 days ago
$-147M
Occurred
Mar 31, 2021
Control person left

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3971a5f7-0dea-d35e-f440-931aba0de3af
First observed: Dec 18, 2014
Last observed: Apr 1, 2025 17 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.