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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C••••••••• C•••••• M••••••••• L•

CRD 300646

DALLAS, TX

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Search this name across graphsid dfx:ria:48f458dd-714f-9811-0c9a-07ae79f50286

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 3
Observed: Jun 18, 2021 to Mar 27, 2026
10 observations

Across DFX

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

Venture Capitalidentity

C••••••••• C•••••• M••••••••• L•

Venture manager · shared crd

Independent Sponsorsidentity

C••••••••• C•••••• M••••••••• L•

Capital provider to sponsors · shared crd

Private Equityidentity

C••••••••• C•••••• M••••••••• L•

Private equity 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: $736MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $736M
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••••••••• C•••••• F••• I•• L•••	Private Equity Fund	$401M	Mar 27, 2024	74	Mar 31, 2023	reported	021-451347
C••••••••• C•••••• F•••• L•••	Private Equity Fund	$302M

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
C••••••••• M••••••••• G•• L••	GENERAL PARTNER	Na	yes	09/2018	Jun 18, 2021	Mar 27, 2024
E••••• B•••••••• D••••	MANAGING PARTNER	D	yes	09/2018	Jun 18, 2021

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

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	$736M	$807M	-8.7%	$853M	-4.8%	19	23	0	0

Relationships

Advises (4)

→ C••••••••• C•••••• R••••••• C•••••••• I•• L•Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ C••••••••• C•••••• R••••••• C••••••••• L•••Private fundPrivate Equity Fund, IA
Jun 18, 2021 to presentfactForm ADV
→ C••••••••• C•••••• F••• I•• L•••Private fundPrivate Equity Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ C••••••••• C•••••• F•••• L•••

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
C••••••••• C•••••• M••••••••• L• reported RAUM $853.1M, up 112% from $402.1M (2022-09-27 to 2023-03-31)
Form ADVobserved 7 days ago
$451M
Occurred
Jun 18, 2021
First Form ADV filing
C••••••••• C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48f458dd-714f-9811-0c9a-07ae79f50286
First observed: Jun 18, 2021
Last observed: Mar 27, 2026 5 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.