DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

T•• C•••• F•••

C•••• F••• ASSET MANAGEMENT LLC, CRD 289145

PITTSBURGH, PA

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Search this name across graphsid dfx:ria:6619963f-bd67-25b1-90f9-498b8c176b18

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 37
Dated events: 5
On other graphs: 0
Observed: Jan 30, 2018 to Mar 31, 2026
21 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

Firm class: independent wealth managerderivedprivate_client_share=0.55 fund_share=0.13 institutional_share=0.15 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.1B
Private client RAUM: $727Mderived••• Locked
Private client share: 55%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••• W•••••• M•••••••	n/a	PITTSBURGH, PA	8	18	4	no
P••• D•••• C••••	n/a	PITTSBURGH, PA	8	38

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
P••• G•••••• S•• L•••	Hedge Fund	$167M	Mar 31, 2026	73	Mar 30, 2019	reported	021-359671
C•••• T••••••• T•••• L•	Hedge Fund	$11.0M	Nov 15, 2018

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C••••• G••••• S•	CHIEF EXECUTIVE OFFICER	Na	yes	07/2017	Mar 31, 2026	Mar 31, 2026
C••••• J•••• C••••••	President	Na	yes	01/2026	Mar 31, 2026	Mar 31, 2026

Affiliates (Item 7.A)

••• Locked

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

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
LOS ANGELES	CA	United States	5	no

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	5	2

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	$1.3B	$1.2B	11.4%	$997M	9.9%	23	21	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••• I••••••••• A•••••••• I•••	6	Jun 26, 2018	Jun 25, 2018	PITTSBURGH, PA	F•••_ABSORBED	Other	100.0%

Relationships

Registered with (14)

← C••••••• A•••••• R••••••••Advisorregistration: current employment
Aug 20, 2026 to presentfactForm ADV
← J•••• D•••••••Advisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← C•••••••• O••••••Advisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← T••••• B• G•••••••••

Dated events

Occurred
Jan 10, 2025
Advisor f••• change
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 14, 2024
Advisor f••• change
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 25, 2019
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 15, 2018
Regulatory AUM changed

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6619963f-bd67-25b1-90f9-498b8c176b18
First observed: Jan 30, 2018
Last observed: Mar 31, 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.