DFX Intelligence

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

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RIA / WealthPrivate fundprivate equity fund3(c)(1)

C•••••• L••• L••

advised by C•••••• WEALTH PARTNERS, LLC

Delaware, United States

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Search this name across graphsid dfx:ria:df969e90-fef0-fe8b-62fc-61f9c9750b39

Data as of Jul 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 2
Observed: Jan 31, 2024 to Jul 29, 2026
2 observations

Across DFX

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

Private Equityidentity

C•••••• L••• L••

Private equity fund · shared adv fund id

Venture Capitalidentity

C•••••• L••• L••

Venture fund · shared adv fund id

Facts

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

Adviser: C•••••• WEALTH PARTNERS, LLCCRD 297852
Fund type: Private Equity Fund
Latest reported GAV: $7.6M••• Locked
Peak reported GAV: $7.6M
Beneficial owners: 7
Minimum investment: $0
Owned by the adviser: 0%
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
Jun 3, 2024	$3.5M	7	$0

Custodians

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

Custodian	Legal name	City	State	Country	Related person	SEC number
J••• M••••• S••••••••• L••	J••• M••••• S••••••••• L••	NEW YORK	New York	United States	no	8-35008
S•••••• V••••• B•••	S•••••• V••••• B•••	SANTA CLARA	California	United States	no	n/a

Relationships

Advises (1)

← C•••••• WEALTH PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Jan 31, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df969e90-fef0-fe8b-62fc-61f9c9750b39
First observed: Jan 31, 2024
Last observed: Jul 29, 2026 55 days 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.