DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

C••••••• I••••••

C••••••• I••••••, LLC, CRD 298150

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6baa7de1-bfbe-590d-f800-b7e06b7720a2

Data as of Jan 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 9, 2026 to Jan 9, 2026
1 observations

Across DFX

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

Private Equityidentity

C••••••• I••••••

Private equity manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $2.9M••• Locked
Discretionary RAUM: $2.9M
Private client RAUM: $2.9Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• D••• K••	Chartered Financial Analyst	PORTLAND, OR	1	10	n/a	no

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
F••••• C•••••• L•	Private Equity Fund	$1.5M	Feb 27, 2024	4	Jul 16, 2018	reported	021-267450

Relationships

Registered with (1)

← D•••• D••• K••Advisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV

Advises (1)

→ F••••• C•••••• L•Private fundPrivate Equity Fund, ERA
Jul 16, 2018 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6baa7de1-bfbe-590d-f800-b7e06b7720a2
First observed: Jan 9, 2026
Last observed: Jan 9, 2026 8 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.