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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

1••• C•••••• M•••••••••

1••• C•••••• M•••••••••, LLC, CRD 335007

PALM BEACH, FL

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Search this name across graphsid dfx:ria:a8b81e18-5441-4415-6644-cc8f456e64f2

Data as of Aug 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 3
Observed: Jul 29, 2025 to Aug 11, 2026
4 observations

Across DFX

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

Venture Capitalidentity

1••• C•••••• M•••••••••

Venture manager · shared crd

Independent Sponsorsidentity

1••• C•••••• M•••••••••

Capital provider to sponsors · shared crd

Private Equityidentity

1••• C•••••• M•••••••••

Private equity 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=7.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-08-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.7B
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

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
1••• C•••••• H•••••••• L••	Member	E	yes	01/2023	Aug 11, 2026	Aug 11, 2026
B••••••• C•••••••••	VICE PRESIDENT	Na	yes	01/2023	Aug 11, 2026

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 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$2.7B	$1.7B	13	13	1	26	n/a

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	$2.7B	n/a	n/a	n/a	n/a	13	n/a	1	n/a

Relationships

Controls (3)

← M••••• O••••OwnerPRESIDENT AND SECRETARY, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV
← B••••••• C•••••••••OwnerVICE PRESIDENT, ownership code NA, individual
Aug 11, 2026 to presentfactForm ADV
← 1••• C•••••• H•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Aug 11, 2026 to presentfactForm ADV

Owns (1)

← H•••• N•••••• T•••••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
1••• C•••••• M••••••••• reported RAUM $2.7B, up 216% from $861.2M (2026-01-13 to 2026-03-31)
Form ADVobserved 6 days ago
$1.9B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8b81e18-5441-4415-6644-cc8f456e64f2
First observed: Jul 29, 2025
Last observed: Aug 11, 2026 42 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.