DFX Intelligence

C•••••••• S•••••••• F•••• F•••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundother private fund3(c)(1)

C•••••••• S•••••••• F•••• F•••• L••

advised by C•••••••• INVESTMENT PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:494e1b25-2826-7cc6-840c-0ac78f111d19

Data as of Sep 26, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2020 to Sep 26, 2024
13 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

Adviser: C•••••••• INVESTMENT PARTNERS, LLCCRD 132474
Fund type: LONG-ONLY, U.S. EQUITY POOLED INVESTMENT VEHICLE
Latest reported GAV: $7.5M••• Locked
Peak reported GAV: $7.5M
Beneficial owners: 31
Minimum investment: $1.0M
Owned by the adviser: 9100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 26, 2024	$7.5M	31

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
U••• B•••	U••• B•••• N••••••• T••••	Philadelphia	Pennsylvania	United States	no	n/a

Relationships

Advises (1)

← C•••••••• INVESTMENT PARTNERS, LLCRegistered adviserOther Private Fund, IA
Mar 30, 2020 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:494e1b25-2826-7cc6-840c-0ac78f111d19
First observed: Mar 30, 2020
Last observed: Sep 26, 2024 24 months ago
Source families: Federal regulator filings
1 registered feed 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.