DFX Intelligence

C•••••• G•••• E••••••• M•••••• T•••• O••••••••• C••••• T•••• •••: private fund on the ria / wealth management graph | DFX Data Factory

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

C•••••• G•••• E••••••• M•••••• T•••• O••••••••• C••••• T•••• •••

advised by C•••••• G••••••• T•••• C••••••

California, United States

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Search this name across graphs

Data as of Jan 28, 2019 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Jan 28, 2019
15 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

Adviser: C•••••• G••••••• T•••• C••••••CRD 108236
Fund type: ••• Locked
Latest reported GAV: $92.2M••• Locked
Peak reported GAV: $1.4B
Beneficial owners: 5
Minimum investment: $5.0M
Owned by the adviser: 4500%
Owned by funds of funds: 0%
Owned by non-US persons: 0%

Reported gross asset value by filing

••• Locked

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Jan 28, 2019	$92.2M

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
J••••••• C•••• B•••• N••	J••••••• C•••• B•••• N••	NEW YORK	New York	United States	no	n/a

Relationships

Advises (1)

← C•••••• G••••••• T•••• C••••••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: Jan 28, 2019 93 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 15 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 29, 2014	$1.2B	49	$10.0M	200.0%	yes	C•••••• G•••• E••••••• M•••••• T•••• O••••••••• C••••• T•••• •••
Apr 8, 2014	$1.4B	60	$10.0M	200.0%	yes	C•••••• G••••••• E••••••• M•••••• T•••• O••••••••• F••• F•• T••••••••• T•••••
Sep 27, 2013	$1.4B	60	$10.0M	200.0%	yes	C•••••• G••••••• E••••••• M•••••• T•••• O••••••••• F••• F•• T••••••••• T•••••
Sep 28, 2012	$952M	60	$5.0M	300.0%	yes	C•••••• G••••••• E••••••• M•••••• T•••• O••••••••• F••• F•• T••••••••• T•••••
Mar 30, 2012	$892M	51	$5.0M	200.0%	yes	C•••••• G••••••• E••••••• M•••••• T•••• O••••••••• F••• F•• T••••••••• T•••••