DFX Intelligence

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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C••••• C••••••

C••••• C•••••• P•••••••, LP, CRD 305806

BOSTON, MA

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Search this name across graphsid dfx:ria:4c02298b-891c-0115-ac10-9bf5f7e0be8b

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 2
Observed: Mar 31, 2021 to Mar 17, 2026
9 observations

Across DFX

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

Private Equityidentity

C••••• C••••••

Private equity manager · shared crd

Independent Sponsorsidentity

C••••• 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: $441M••• Locked
Discretionary RAUM: $441M
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
C••••• C•••••• F••• I•• L•	Private Equity Fund	$256M	Mar 17, 2026	24	Mar 25, 2024	reported	021-485612
C••••• C•••••• F••• I• L•	Private Equity Fund	$185M	Mar 17, 2026

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• C•••••• P•••••••• L••	GENERAL PARTNER	Na	yes	08/2019	Mar 31, 2021	Mar 25, 2024
G•••••• D•••••• P••••••	Partner	C	yes	08/2019	Mar 31, 2021	Mar 25, 2024

Affiliates (Item 7.A)

••• Locked

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

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 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	$441M	$359M	22.7%	$225M	25.0%	7	7	0	0

Relationships

Advises (2)

→ C••••• C•••••• F••• I• L•Private fundPrivate Equity Fund, IA
Oct 28, 2019 to presentfactForm ADV
→ C••••• C•••••• F••• I•• L•Private fundPrivate Equity Fund, IA
Mar 25, 2024 to presentfactForm ADV

Controls (3)

← G•••••• D•••••• P••••••OwnerPARTNER, ownership code C, individual
Mar 31, 2021 to Mar 25, 2024factForm ADV
← S•••• N•••••• S••Owner

Dated events

Occurred
Mar 17, 2026
Private fund gav change
••• Locked
Form ADVobserved today
$141M
Occurred
Mar 25, 2024
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$150M
Occurred
Mar 31, 2021
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c02298b-891c-0115-ac10-9bf5f7e0be8b
First observed: Mar 31, 2021
Last observed: Mar 17, 2026 6 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.