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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

C••••••• D••••••••• L••

CRD 290076

AUSTIN, TX

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Search this name across graphsid dfx:ria:fa05bce8-a001-9ff7-5321-4096427183c3

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 66
Dated events: 3
On other graphs: 2
Observed: May 20, 2021 to Mar 31, 2026
11 observations

Across DFX

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

Venture Capitalidentity

C••••••• D••••••••• L••

Venture manager · shared crd

Real Estate Fundsidentity

C••••••• D••••••••• L••

Real 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=false related_bank=false bd_reps=0.0
Regulatory AUM: $667MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $667M
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 61

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
C••••• L•• M••••••• 3••• L•	Real Estate Fund	$62.6M	May 29, 2024	3	Mar 31, 2023	reported	n/a
C••••• L•• M•••••••• L•	Real Estate Fund	$29.5M

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
B••••••• K•••••• W••••	MEMBER, CHIEF EXECUTIVE OFFICER	C	yes	09/2016	May 20, 2021	May 29, 2024
H••••••• M••• W••••••	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	Na	yes	06/2022	Jun 27, 2022

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••••• D• O•• G•• L••	n/a	n/a	n/a	N	yes	n/a
C••••• L• C•••••• G•• L••	n/a	n/a	n/a	N	yes	n/a
C••••• L•• A••••••• G•• L••

Offices

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

City	State	Country	Employees	Also broker-dealer
Donna	TX	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	$667M	$617M	8.1%	$506M	9.6%	46	37	1	1

Relationships

Advises (61)

→ C••••• L• C••••••• L•Private fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV
→ C••••• L•• E•••••••• 2• L•Private fundReal Estate Fund, IA
Mar 26, 2021 to presentfactForm ADV
→ PRESIDIO E••••••, LPPrivate fundReal Estate Fund, IA
Sep 21, 2017 to presentfactForm ADV
→ EAGLE PASS CORONADO E••••••, LPPrivate fund

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
C••••••• D••••••••• L•• reported RAUM $506.0M, up 123% from $227.0M (2022-10-12 to 2023-03-31)
Form ADVobserved 7 days ago
$279M
Occurred
Jun 27, 2022
Control person joined
William Max Hampton (Chief Financial Officer) appeared on Schedule A of C••••••• D••••••••• L••
Form ADVobserved 7 days ago
Occurred
May 20, 2021
First Form ADV filing
C••••••• D••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa05bce8-a001-9ff7-5321-4096427183c3
First observed: May 20, 2021
Last observed: Mar 31, 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.