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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

C••••• P••••••• R••• E••••• L••

CRD 107880

DALLAS, TX

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Search this name across graphsid dfx:ria:8e055876-4c29-bedb-5456-386895f12b0e

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 3
On other graphs: 1
Observed: Mar 30, 2012 to Mar 28, 2026
39 observations

Across DFX

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

Real Estate Fundsidentity

C••••• P••••••• R••• E••••• L••

R••• estate fund manager · 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=true related_bank=false bd_reps=21.0
Regulatory AUM: $2.9BItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.9B
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; showing 25 of 38

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••• I•• M••••• F••• L•	R••• E••••• Fund	$636M	Jun 4, 2024	49	Mar 23, 2023	reported	021-441678
C•• I••• L••	R••• E••••• Fund	$592M

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••••• H••••• L••	MANAGING MEMBER	E	yes	05/2024	Jun 4, 2024	Jun 4, 2024
C• N•• C• L••	MANAGING MEMBER	E	yes	05/2024	Jun 4, 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••••• C•••••• A••••••• L••	n/a	Asset manager	$12B	N	yes	n/a
C••••• C•• A••••••• L•	n/a	Asset manager	$12B	N	yes

Offices

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

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	7	no
LOS ANGELES	CA	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	$2.9B	$3.3B	-11.0%	$2.8B	0.7%	198	208	2	2

Relationships

Affiliated with (8)

← C••••• C•••••• A••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ C••••• C•••••• A••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ R•••• C••••• F••• M••••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ C••••• C•• A••••••• L•Registered adviserother investment adviser, common control

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
C••••• P••••••• R••• E••••• L•• reported RAUM $3.3B, up 28% from $2.5B (2024-06-04 to 2025-03-31)
Form ADVobserved 7 days ago
$724M
Occurred
Mar 29, 2021
Regulatory AUM changed
C••••• P••••••• R••• E••••• L•• reported RAUM $2.4B, up 35% from $1.8B (2020-08-19 to 2021-03-29)
Form ADVobserved 7 days ago
$634M
Occurred
Mar 28, 2020
Regulatory AUM changed
C••••• P••••••• R••• E••••• L•• reported RAUM $1.8B, up 33% from $1.4B (2019-03-29 to 2020-03-28)
Form ADVobserved 7 days ago
$446M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e055876-4c29-bedb-5456-386895f12b0e
First observed: Mar 30, 2012
Last observed: Mar 28, 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.

2025	Mar 28, 2026	$2.9B	$2.9B	198	80	2	23	n/a
2024	Mar 31, 2025	$3.3B	$3.3B	208	77	2	25	n/a
2023	Mar 25, 2024	$2.5B	$2.5B	138	30	2	20	$2.1B
2022	Mar 23, 2023	$2.8B	$2.8B	140	32	2	22	$2.8B
2021	Mar 29, 2022	$2.6B	$2.6B	128	28	2	20	$2.5B
2020	Mar 29, 2021	$2.4B	$2.4B	120	30	1	17	$2.4B
2019	Mar 28, 2020	$1.8B	$1.8B	131	33	1	16	$1.7B
2018	Mar 29, 2019	$1.4B	$1.4B	124	25	1	10	$1.3B
2017	Mar 29, 2018	$1.5B	$1.5B	107	27	1	11	$1.1B
2016	Mar 29, 2017	$1.2B	$1.2B	107	23	n/a	9	$679M
2015	Mar 29, 2016	$1.5B	$1.5B	88	23	n/a	9	$866M
2014	Mar 27, 2015	$2.2B	$2.2B	134	39	n/a	9	$1.3B
2013	Mar 31, 2014	$2.4B	$2.4B	93	39	n/a	9	$1.6B
2012	Mar 28, 2013	$2.5B	$2.5B	106	49	n/a	10	$1.9B
2011	Mar 30, 2012	$2.6B	$2.6B	n/a	n/a	n/a	12	$2.2B