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C••• R•• C••••••• L••

Fund of fundsClassification probableLower middle marketSEC registered investment adviser· Chicago, ILc•••••••••.com

Fund of funds, based in Chicago, IL.

Composed from this firm's filed classification and location. It has no published description on record.

Regulatory AUM
$8.5B
Form ADV
PE fund assets
$44.5M
Form ADV
PE funds
5
Form ADV
Investments held
2 of 2
DFX transaction tape
Deals, last 12 months
0
DFX transaction tape
Funds and vehiclesTeam (181)Transactions
As of · identity and classification; each section below carries its own date
Why this matters
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShow
Class
Fund of fundsprobable, confidence 75%
Basis
R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
Size band
Lower middle marketdefined by: proxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-10-09
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 3 of 5 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 28, 2012 to Oct 9, 2024
RAUM
$8.5Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
5
PE fund GAV, latest filing
$44.5Mreported gross assets (Form ADV), not fund size
All private fund GAV
$368Mevery private fund type, latest filing
2024 PE fund GAV
$44.5Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
16%
Fund type mix
filed 2024-10-09, latest gav Hedge Fund $262M, Real Estate Fund $61.3M, Private Equity Fund $44.5M, latest counts Hedge Fund 3, Real Estate Fund 4, Private Equity Fund 5, lifetime distinct Hedge Fund 22, Real Estate Fund 4, Private Equity Fund 5
Employees
185
Headquarters
Chicago, IL
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
1 observed deals
Stated by the firm
Sectors
real estate
Geography
not stated or not yet read
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
••• Locked
Observed from deals on record
roles
platform 2
period
to 2024-01-02, from 2024-01-02, undated holdings 0, dated observations 4
window
last 2024-01-02, first 2024-01-02
control
control 2
companies
1
geography
investments
2
seller kinds
transactions
2
cadence by year
2024 platforms 2
platform add on
add ons 0, platforms 2, add ons per platform unknown
sector known for
0
disclosed value usd
n 0
sector distribution
holding period years
n 0
repeat counterparties
subsector distribution

1 companies on the graph (2 transactions); 2 platforms and 0 add-ons; observed 2024 to 2024

Funds
5 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•• P•••••• E••••• O••••••••• Q• L••••••••• 4•
ADV: P•••••• Equity Fund
Fund of funds2024
first reported on Form ADV
$1.1M
as of Oct 9, 2024
no Form DUnknown
R•• P•••••• I••••••••• O••••••••• L•• S••••• 1•
ADV: P•••••• Equity Fund
buyout or unlabelled2023
first reported on Form ADV
$5.4M
as of Oct 9, 2024
no Form DEarly deployment
R•• P•••••• E••••• O••••••••• Q• L••••••••• 3•
ADV: P•••••• Equity Fund
Fund of funds2020
first reported on Form ADV
$21.8M
as of Oct 9, 2024
no Form DActive deployment
R•• P•••••• E••••• O••••••••• Q• L••••••••• 2•
ADV: P•••••• Equity Fund
Buyout fund2016
first reported on Form ADV
$9.5M
as of Oct 9, 2024
no Form DHarvest
R•• P•••••• E••••• O••••••••• Q• L••••••••• 1•
ADV: P•••••• Equity Fund
Fund of funds2014
first reported on Form ADV
$6.6M
as of Oct 9, 2024
no Form DHarvest
Team
181 current, 6 former
Partner (64)
Associate (20)
Analyst (7)
Business development (5)
Investor relations (20)
Platform (9)
Other (21)

Showing 150 of 181 current members on this record. Private Equity Intelligence opens the rest of this record's rows.

6 former (kept with end dates)
Portfolio
2 relationships, 2 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
R•• C••••••PlatformactiveJan 2, 2024
transaction announcement
2.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
R•• C••••••PlatformactiveJan 2, 2024
transaction announcement
2.7 yearsunknownFact Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
Transactions
1 on record
DateTypeTargetThis firm’s roleSource
Jan 2, 2024Platform acquisitionR•• C••••••Sponsor (confirmed), Sponsor (confirmed)c•••••••••.com
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
31 most recent
  1. Sep 2, 2026
    A••• T••••, CFP®, Joins C••• C•••••• as Wealth Advisor
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  2. Aug 24, 2026
    C••• C•••••• Partners with The Vistria Group for Strategic Investment
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  3. Aug 3, 2026
    D•••• S•••••, CFP®, Joins C••• C•••••• as Wealth Advisor
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  4. Jul 7, 2026
    C••• C••••••• L••: P•••••• Equity Funds on Form ADV 5 (2024 extract) -> 9 (roster 2026-09-01)
    Pe fund count changedFactSEC Form ADV monthly roster (registered + exempt reporting advisers)
  5. Mar 26, 2026
    J•••••• B••••• Discusses AI and Advisory for Investments & Wealth Review
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  6. Oct 9, 2025
    Exchange-Traded Funds: Understanding This Evolving Investment Tool
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  7. Jun 17, 2025
    Building Financial Partnership: Supporting Shared Wealth and Financial Empowerment for Women
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  8. Jun 17, 2025
    Building a Tax-Efficient Investment Portfolio
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  9. Mar 12, 2025
    Bond Investment Strategy Receives PSN “Top Guns” Honors for Q4 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  10. Jan 28, 2025
    H•••• B•••• Joins C••• R•• C•••••• as Lead Advisor
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  11. Oct 30, 2024
    Investment Principles – Risk Capacity & Risk Tolerance
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  12. Oct 11, 2024
    The Changing Real Estate Investment Landscape
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  13. Oct 11, 2024
    A••• B••••, Partner, Chief Investment Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  14. Sep 30, 2024
    J••• S•••••• Joins C••• R•• C•••••• as Senior Wealth Advisor
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  15. Jun 18, 2024
    Senior Wealth Advisor V••••••• Wu Joins Denver Advising Team
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  16. Mar 21, 2024
    From Treatment to Investment: Considering O••••••••• Surrounding the GLP-1 Biopharmaceutical Revolution
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  17. Feb 28, 2024
    Wealth Advisor O•••• M••••••• Joins Washington, D.C. Office
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  18. Feb 21, 2024
    C••• R•• C•••••• Names New Partners for 2024
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  19. Jan 2, 2024
    C••• C•••••• and R•• C•••••• Complete Merger
    Platform investmentFactR•• C••••••Press release wires (PR Newswire, GlobeNewswire, Business Wire public pages and RSS)
  20. Jan 2, 2024
    C••• C•••••• and R•• C•••••• Complete Merger
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  21. Oct 19, 2023
    A•• G•••••, CFA®, Partner, Portfolio Manager, C••••• Fox, Investment Analyst
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  22. Sep 5, 2023
    Gaining an Investment Foothold: The D•••ar-Cost Averaging Approach
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  23. Jul 12, 2023
    Bonds Are Back, But Confusion Remains: Sorting Out Fixed Income Investments
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  24. Apr 24, 2023
    RMB Names R••• E•••••• as Director of Wealth Builder
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  25. Jan 26, 2023
  26. Nov 10, 2022
    J••••• M•••••••• Joins R•• C•••••• as Chief Compliance Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  27. Sep 6, 2022
    J•• M••••• Joins R•• C•••••• to Lead Firm’s Lake Forest Team
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  28. Aug 8, 2022
    R•• C•••••• Names J•••••• J. B••••• as Chief Client Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  29. Feb 17, 2022
    R•• C•••••• Names A•••• H•••••• as Chief Marketing Officer
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  30. Jan 11, 2022
    Meet the C••• C•••••• Team: Spotlight on B•••••• K••••••, Wealth Investment Operations Specialist
    Firm newsFactInvestment organization websites (team, portfolio, strategy, criteria, news)
  31. Mar 28, 2012
    C••• R•• C••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

C••• R•• C••••••• L•• is the same institution as 3 records in Independent Sponsors, RIA and Wealth and Real Estate Funds.

Independent Sponsors1RIA and Wealth1Real Estate Funds1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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