DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get Private Equity Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
C••••••• C•••••• P••••••• L••
Fund of fundsClassification probableunsizedSEC registered investment adviser· Cleveland, OHc•••••••••.com
Fund of funds, based in Cleveland, OH.
Composed from this firm's filed classification and location. It has no published description on record.
As of · identity and classification; each section below carries its own date
- Regulatory AUM
- $700M
- PE fund assets
- $245M
- PE funds
- 5
- Investments held
- Not established
- Deals, last 12 months
- Not established
Form ADV
Form ADV
Form ADV
As of · identity and classification; each section below carries its own date
Why this matters
- Graphs 1
- RAUM $700M
Classification
How this organization is classified, and on what basisFund of funds · 1 in historyShowHide
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 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)
- Sep 13, 2026Fund of funds (probable, 75%, cls-pe-1)R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Feb 14, 2012 to Feb 14, 2012
- RAUM
- $700Mregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 5
- PE fund GAV, latest filing
- $245Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $245Mevery 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 2012-02-14, latest gav Private Equity Fund $245M, latest counts Private Equity Fund 5, lifetime distinct Private Equity Fund 5
- Employees
- unknown
- Headquarters
- Cleveland, OH
- Office address
- ••• Locked
- Business phone
- ••• Locked
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- not stated or not yet read
- 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
3 on record, 2 more on the reporting tape
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C••••••• C•••••• P••••••• I•• L• ADV: Private Equity Fund | Fund of funds | unknown | $48.6M as of Feb 14, 2012 | no Form D | Harvest | |
| C••••••• C•••••• P••••••• I• L• ADV: Private Equity Fund | Fund of funds | unknown | $22.6M as of Feb 14, 2012 | no Form D | Harvest | |
| C••••••• C•••••• P••••••• I• L••• ADV: Private Equity Fund | Fund of funds | unknown | $19.2M as of Feb 14, 2012 | no Form D | Harvest |
Gross assets by year from the annual reporting tape
These funds appear in this adviser’s Form ADV reporting. One row per fund per year (the latest filing of that year). Values are reported gross assets, not fund size.
| Fund | Type (ADV) | Years | Path | Latest reported GAV | Source |
|---|---|---|---|---|---|
| C••••••• C•••••• P••••••• I• L• | Private Equity Fund | 2012 to 2012 | $89.4M filed Feb 14, 2012 | adviserinfo.sec.gov | |
| C••••••• C•••••• E••••••• B••••• P••••••• L• | Private Equity Fund | 2012 to 2012 | $65.6M filed Feb 14, 2012 | adviserinfo.sec.gov |
Team
3 current, 0 former
Managing partner (2)
- B••• A••• S•••••• · Managing Partner · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- C••••••••• M••• H••••••• · Managing Partner · since Jan 1, 2011 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (1)
- J•••••• L•••• M•••••• · Chief Compliance Officer · since Feb 1, 2012 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
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
- Sep 1, 2026Adviser CRD 160671 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Feb 14, 2012C••••••• C•••••• P••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C••••••• C•••••• P••••••• L•• is the same institution as 1 record in RIA and Wealth.
RIA and Wealth1
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…