DFX Intelligence

C••• M•• C•• P••••••••• L••: private fund on the ria / wealth management graph | DFX Data Factory

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RIA / WealthPrivate fundOther private fund3(c)(7)

C••• M•• C•• P••••••••• L••

advised by C• W••••• A••••••• L••

Ohio, United States

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Search this name across graphs

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 30, 2012 to Mar 24, 2026
28 observations

Across DFX

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

Private Equityidentity

C••• M•• C•• P••••••••• L••

Private equity fund · key_adv_fund_id, key_sfn_formd_adv, shared_adv_fund_id

Facts

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

Adviser: C• W••••• A••••••• L••CRD 119467
Fund type: FUND OF SEPARATELY MANAGED ACCOUNTS
Latest reported GAV: $144M••• Locked
Peak reported GAV: $257M
Beneficial owners: 63
Minimum investment: $100,000
Owned by the adviser: 400%
Owned by funds of funds: 3800%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Mar 24, 2026

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
B•• M••••• W••••• M•••••••••	B•• M•••••	Boston	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← C• W••••• A••••••• L••Registered adviserOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: Mar 24, 2026 6 months ago
Source families: Federal regulator filings
1 registered feed 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.

All 28 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jul 14, 2021	$247M	58	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Mar 19, 2021	$247M	58	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Jun 18, 2020	$224M	55	$100,000	600.0%	yes	C••• M•• C•• P••••••••• L••
May 19, 2020	$224M	55	$100,000	600.0%	yes	C••• M•• C•• P••••••••• L••
Mar 23, 2020	$224M	55	$100,000	600.0%	yes	C••• M•• C•• P••••••••• L••
Mar 27, 2019	$197M	60	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Feb 13, 2019	$242M	34	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Jan 2, 2019	$242M	34	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Aug 27, 2018	$242M	34	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Mar 28, 2018	$242M	34	$100,000	500.0%	yes	C••• M•• C•• P••••••••• L••
Mar 29, 2017	$193M	33	$100,000	700.0%	yes	C••• M•• C•• P••••••••• L••
Mar 24, 2016	$196M	31	$100,000	600.0%	yes	C••• M•• C•• P••••••••• L••
Mar 27, 2015	$215M	27	$100,000	4100.0%	yes	C••• M•• C•• P••••••••• L••
Apr 10, 2014	$209M	27	$100,000	4100.0%	yes	C••• M•• C•• P••••••••• L••
Apr 10, 2014	$209M	27	$100,000	4100.0%	yes	C••• M•• C•• P••••••••• L••
Mar 28, 2014	$209M	27	$100,000	4100.0%	yes	C••• M•• C•• P••••••••• L••
Mar 28, 2013	$148M	26	$100,000	4200.0%	yes	C••• M•• C•• P••••••••• L••
Mar 30, 2012	$132M	25	$100,000	4200.0%	yes	C••• M•• C•• P••••••••• L••