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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C••••• E••••• P•••••••

C••••• MANAGEMENT SERVICES, LLC, CRD 157559

RYE BROOK, NY

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Search this name across graphsid dfx:ria:5bbc8ed6-ee9c-f4e5-1471-50f55b1e18ad

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 7
On other graphs: 2
Observed: Feb 14, 2012 to Mar 27, 2026
27 observations

Across DFX

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

Private Equityidentity

C••••• E••••• P•••••••

Private equity manager · shared crd

Independent Sponsorsidentity

C••••• E••••• P•••••••

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: $644MItem 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: $644M
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••••• E••••• P••••••• I•• L•••	Private Equity Fund	$414M	May 1, 2024	70	Feb 14, 2012	reported	021-112577
C••••• E••••• P••••••• I• L•••	Private Equity Fund	$517,642

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
B••••• D••••• R•	Member	F	yes	03/2021	Feb 14, 2012	May 1, 2024
B••••• D••••• R•	MANAGING DIRECTOR	Na	yes	11/2003	Feb 14, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

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

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Houston	TX	United States	1	no

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	$644M	$319M	101.8%	$425M	14.8%	2	2	1	1

Relationships

Advises (4)

→ C••••• E••••• P••••••• I•• L•••Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ C••••• E••••• P••••••• I• L•••Private fundPrivate Equity Fund, IA
Feb 14, 2012 to presentfactForm ADV
→ S•• U• I••••••• L••Private fundPrivate Equity Fund, IA, no longer reported
Mar 30, 2017 to Mar 31, 2021factForm ADV
→ S•••••• S••• L••

Dated events

Occurred
Mar 27, 2026
Regulatory AUM changed
C••••• E••••• P••••••• reported RAUM $643.5M, up 102% from $318.9M (2025-03-20 to 2026-03-27)
Form ADVobserved 6 days ago
$325M
Occurred
Mar 20, 2025
Regulatory AUM changed
C••••• E••••• P••••••• reported RAUM $318.9M, down 31% from $459.1M (2024-05-01 to 2025-03-20)
Form ADVobserved 6 days ago
$-140M
Occurred
Mar 24, 2023
Regulatory AUM changed
C••••• E••••• P••••••• reported RAUM $425.1M, up 48% from $286.4M (2022-03-30 to 2023-03-24)
Form ADVobserved 6 days ago
$139M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bbc8ed6-ee9c-f4e5-1471-50f55b1e18ad
First observed: Feb 14, 2012
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.