DFX Intelligence

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

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

C•••••• G•••• A•• C•••••• W•••• E••••• C••••• T•••• •••

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

California, United States

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Search this name across graphs

Data as of Dec 21, 2017 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2012 to Dec 21, 2017
13 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: $23.7M••• Locked
Peak reported GAV: $48.9M
Beneficial owners: 5
Minimum investment: $5.0M
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
Dec 21, 2017	$23.7M

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, no longer reported
Mar 30, 2012 to Dec 21, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 30, 2012
Last observed: Dec 21, 2017 106 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 13 rows

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 27, 2013	$44.3M	6	$10.0M	0.0%	yes	C•••••• G••••••• A•• C•••••• W•••• E••••• F••• F•• T••••••••• T•••••
Sep 28, 2012	$36.5M	6	$10.0M	0.0%	yes	C•••••• G••••••• A•• C•••••• W•••• E••••• F••• F•• T••••••••• T•••••
Mar 30, 2012	$48.9M	7	$10.0M	0.0%	yes	C•••••• G••••••• A•• C•••••• W•••• E••••• F••• F•• T••••••••• T•••••