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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

C••••••• C•••••• M••••••••• L•

CRD 304726

NEW YORK, NY

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Search this name across graphsid dfx:ria:75f63a47-cfba-3ff1-f6c8-95fb5bbbb69f

Data as of Jul 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 7
On other graphs: 0
Observed: Jun 15, 2019 to Jul 30, 2026
24 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: 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: $3.1BItem 5.F on the latest filing (2026-07-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
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••••••• G••••• M••••• F••• L••	Hedge Fund	$2.4B	Nov 19, 2024	30	Oct 2, 2019	reported	021-348398
C••••••• G••••• M••••• F••• L••• ••••• Q•	Hedge Fund	$306M

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
C••••••• G• L••	G•••••• PARTNER	Na	yes	01/2019	Jun 15, 2019	Nov 19, 2024
F••••••• R•••••• T•••	PRESIDENT/HEAD TRADER	Na	yes	11/2024	Nov 19, 2024

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••••••• G•••••• P•••••• 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
Dallas	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; showing 7 of 9

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	$3.1B	$3.1B	-0.9%	$5.4B	-17.0%	66	66	1	1

Relationships

Advises (5)

→ C••••••• G••••• M••••• F••• L••• ••••• Q•Private fundHedge Fund, IA
Mar 27, 2023 to presentfactForm ADV
→ P•• M•••••• F•••• S••• • S••••••••• P•••••••• 2••Private fundHedge Fund, IA
Dec 24, 2019 to presentfactForm ADV
→ C••••••• G••••• M••••• F••• L••Private fundHedge Fund, IA
Oct 2, 2019 to presentfactForm ADV
→ C••••••• M•••• M••••• F••• L•••

Dated events

Occurred
Nov 19, 2024
Control person joined
Todd Robert Fischer (President/Head Trader) appeared on Schedule A of C••••••• C•••••• M••••••••• L•
Form ADVobserved 6 days ago
Occurred
Mar 26, 2024
Regulatory AUM changed
C••••••• C•••••• M••••••••• L• reported RAUM $3.0B, down 44% from $5.4B (2023-09-29 to 2024-03-26)
Form ADVobserved 6 days ago
$-2.3B
Occurred
Mar 27, 2023
Regulatory AUM changed
C••••••• C•••••• M••••••••• L• reported RAUM $5.4B, up 73% from $3.1B (2023-01-04 to 2023-03-27)
Form ADVobserved 6 days ago
$2.3B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75f63a47-cfba-3ff1-f6c8-95fb5bbbb69f
First observed: Jun 15, 2019
Last observed: Jul 30, 2026 53 days 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.