DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

I••• • C••

I••• • C•• MANAGEMENT, L.P., CRD 301006

CHICAGO, IL

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Search this name across graphsid dfx:ria:410cd3db-f730-9a1c-3d1a-a9939fae1886

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 1
Observed: Mar 7, 2019 to Aug 14, 2026
13 observations

Across DFX

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

Independent Sponsorsidentity

I••• • C••

Capital provider to sponsors · 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: $486M••• Locked
Discretionary RAUM: $486M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
I••• C•••• P•••••• V•••••• M•••••• L•	Other Private Fund	$139M	Aug 14, 2026	55	Aug 14, 2019	reported	021-343385
I••• C•••• P•••••• V•••••• M•••••• M•••••• I•• L•••	Other Private Fund	$113M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J••••• H••• L••	GENERAL PARTNER	E	yes	03/2019	Mar 7, 2019	Mar 27, 2024
G••••••• E•••••• J•••	CHIEF COMPLIANCE OFFICER	Na	no	05/2019	Aug 14, 2019	Mar 27, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•••• F••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
I••• C•••• P•••••• V•••••• M•••••• G• L••	n/a	n/a	n/a	N	yes	n/a
I••• C•••• P•••••• V•••••• M•••••• I• G•• L•

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

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	$486M	$439M	10.7%	$447M	2.8%	7	6	0	0

Relationships

Advises (8)

→ I••• S• H••••••• L•Private fundOther Private Fund, IA
Mar 30, 2021 to presentfactForm ADV
→ I••• A••••• H••••••• I•• L•••Private fundOther Private Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ A•••• F••••• C••••• L•••Private fundOther Private Fund, IA
Mar 30, 2023 to presentfactForm ADV
→ I••• C•••• P•••••• V•••••• M•••••• M•••••• I•• L•••

Dated events

Occurred
Aug 14, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$10.2M
Occurred
Aug 14, 2026
Private fund first reported
••• Locked
Form ADVobserved today
$12.7M
Occurred
Mar 30, 2023
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$169M
Occurred
Mar 30, 2022

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:410cd3db-f730-9a1c-3d1a-a9939fae1886
First observed: Mar 7, 2019
Last observed: Aug 14, 2026 40 days 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.