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C••••• C••••••• L••

Fund of fundsClassification probableunsizedSEC registered investment adviser· La Jolla, CAc•••••••••.com

••• Locked

Regulatory AUM
$1.9B
Form ADV
PE fund assets
Not established
PE funds
0
Form ADV
Investments held
0 of 5
DFX transaction tape
Deals, last 12 months
Not established
Funds and vehiclesTeam (83)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: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Size band
unsizeddefined by: no Private Equity Fund GAV on a filing from 2021 or later
Classification history (1)
  1. Sep 13, 2026
    Fund of funds (probable, 75%, cls-pe-1)
    R1: 1 of 1 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 23, 2012 to Nov 6, 2024
RAUM
$1.9Bregulatory 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
unknownevery 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
100%
Fund type mix
filed 2024-11-06, latest gav , latest counts , lifetime distinct Private Equity Fund 1
Employees
18
Headquarters
La Jolla, CA
Office address
••• Locked
Business phone
••• Locked
Stated criteria beside observed behaviour
5 observed deals
Stated by the firm
Sectors
financial services
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
roles
unknown 5
period
to unknown, from unknown, undated holdings 5, dated observations 0
window
last unknown, first unknown
control
unknown 5
companies
5
geography
investments
5
seller kinds
transactions
0
cadence by year
platform add on
add ons 0, platforms 0, add ons per platform unknown
sector known for
1
disclosed value usd
n 0
sector distribution
count 1, share 0.2, value financial services, examples Treasuries Investment Grade High-Yield
holding period years
n 0
repeat counterparties
subsector distribution
count 1, share 0.2, value financial services, examples Treasuries Investment Grade High-Yield

5 companies on the graph (0 transactions); most in financial services (1); no dated observations

Funds
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C••••• C•••••• D••••••••• D••• a•• I••••• O••••••••• F••• I• L• a• P•••••••••
ADV: Private Equity Fund
Fund of fundsunknown$257,135
as of Oct 1, 2014
no Form DUnknown
Team
83 current, 0 former
Managing partner (4)
Partner (19)
Vice president (1)
Investor relations (17)
Board or advisory (1)
Platform (19)
Other (8)
Portfolio
5 relationships, 0 platforms, 0 add-ons
CompanyRoleStatusInvestedHeldPartnerSource
L••••• M••• S•••• D••••••• • I•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
N•• A•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••• R••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
T••••••••• I••••••••• G•••• H•••••••••Role unknownunknownunknownunknownunknownFact Investment organization websites (team, portfolio, strategy, criteria, news)
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from 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 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
2 most recent
  1. Sep 1, 2026
  2. Mar 23, 2012
Across the graphs

C••••• C••••••• L•• is the same institution as 4 records in Family Offices, RIA and Wealth, Private Credit and Allocators.

Family Offices1RIA and Wealth1Private Credit1Allocators1

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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