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C••••••••• C•••••• A•••••••• L••

CandidateClassification candidateunsizedSEC registered investment adviser· Rochester, NY

••• Locked

Regulatory AUM
$2.6B
Form ADV
PE funds
0
Form ADV
Find similar buyersFunds and vehicles
More
Team (51)Transactions
As of · identity and classification; each section below carries its own date

Nothing material in the last 180 days. Last change: 15 Aug 2025, Filed a Form D on 15 Aug 2025, the first public sign that a vehicle is taking commitments.

Classification, Form ADV and stated criteria
How this organization is classified, and on what basisCandidate · 1 in historyShow
Class
Candidatecandidate, confidence 40%
Basis
Admitted on 0 Private Equity Fund(s) among 13 vehicles; no rule fired
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Candidate (candidate, 40%)
    Admitted on 0 Private Equity Fund(s) among 13 vehicles; no rule fired
Regulatory footprint (Form ADV)RAUM $2.6B · 0 PE funds · filed Jun 20, 2024Show
Adviser type
Registered investment adviser
Form ADV filings
Mar 27, 2012 to Jun 20, 2024
RAUM
$2.6Bregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
0
PE fund GAV, latest filing
unknownreported gross assets (Form ADV), not fund size
All private fund GAV
$142Mevery private fund type, latest filing
2024 PE fund GAV
unknownsum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
0%
Fund type mix
  • Real estate fund: 9 funds, $121M reported gross assets, 11 ever reported
  • Other private fund: 2 funds, $20.6M reported gross assets
Form ADV filed Jun 20, 2024
Employees
41
Headquarters
Rochester, NY
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour1 of 8 criteria stated · no observed deals yetShow
Stated by the firm
Sectors
Energy
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
not stated or not yet read
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
8 families, 8 vehicles on record

3 smaller families are in the full list of vehicles.

View all 8 vehiclesnewest vintage first, then largest
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•• C••••••• H•••• I•••••••• Q•• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$9.7MFundraising
C•• C••••••• H•••• I••••••••• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$9.7MFundraising
C•• R••••••••• O••••••••• 2•••• L•buyout or unlabelled2025
Form D first sale
unknownno reporting$10.4MUnknown
C••••••••• P•••••• R••• E••••• F••• 2• L•Real estate fund2022
Form D first sale
unknownno reporting$41.4MUnknown
C••••••••• M• N•••• L••
ADV: Real Estate Fund
buyout or unlabelled2014
Form D first sale
$44,435
as of Dec 6, 2017
no Form DUnknown
C••••••••• C• S••••• H•••••• F•••• L•Real estate fundunknownunknownno reportingno Form DUnknown
C•• N•••••••• I••••••••• L•buyout or unlabelledunknownunknownno reporting$0Unknown
C•• M••••• O••••••••• L•buyout or unlabelledunknownunknownno reporting$0Unknown
Team
51 current, 2 former
Full team · 51 peoplegrouped by role, with sources
Managing partner (3)
Partner (10)
Principal (21)
Business development (2)
Investor relations (2)
Board or advisory (1)
Platform (12)
2 former (kept with end dates)
Deals
0 on record, newest first · 0 platforms · 0 add-ons
No deal naming this firm has been collected yet. Deals arrive from the firm’s portfolio page, SEC filings and cited announcements.
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 LPs, 0 disclosed commitments
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
3 most recent
  1. Sep 1, 2026
    ••• Locked
    Adviser off rosterInferenceForm ADV
  2. Feb 11, 2026
    ••• Locked
    Firm newsFactFirm website
  3. Mar 27, 2012
    ••• Locked
    First Form ADV filingFactForm ADV
Across the graphs

C••••••••• C•••••• A•••••••• L•• is the same institution as 3 records in RIA and Wealth, Private Credit and Real Estate Funds.

RIA and Wealth1Private Credit1Real 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.

Checking your plan…

Not yet on record: PE fund assets, investments held, deals, last 12 months.