DFX Intelligence
Private Equity Intelligence
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Firms / C•••••• A•••• M••••••••• L••
C•••••• A•••• M••••••••• L••
Fund of funds · probableLower middle marketChicago, ILc•••••••••.comSEC registered investment adviser
C•••••• is a trusted Family Office & Private Wealth Management Firm for Entrepreneurs, CEO Founders, & UHNW Families. 237B+ AUM/AUA. True Fiduciary.
Classification
- Class
- Fund of fundsprobable, confidence 75%
- Basis
- R1: 3 of 3 admitted vehicles carry the sworn fund-of-funds flag and the name reads as a wealth or access platform
- Size band
- Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-11-27
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 and the name reads as a wealth or access platform
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Jun 4, 2017 to Nov 27, 2024
- RAUM
- $53Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 2
- PE fund GAV, latest filing
- $1.3Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $91.4Mevery private fund type, latest filing
- 2024 PE fund GAV
- $1.3Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 13%
- Fund type mix
- filed 2024-11-27, latest gav Hedge Fund $37.7M, Real Estate Fund $46.1M, Private Equity Fund $1.3M, Venture Capital Fund $6.2M, latest counts Hedge Fund 6, Real Estate Fund 7, Private Equity Fund 2, Venture Capital Fund 1, lifetime distinct Hedge Fund 10, Real Estate Fund 7, Other Private Fund 2, Private Equity Fund 3, Venture Capital Fund 1
- Employees
- 402
- Headquarters
- Chicago, IL
- Office address
- 444 W. LAKE STREET, SUITE 4700, Chicago, IL, 60606
- Business phone
- 312-429-2400
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
- Sectors
- financial services, education
- 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
- We take it off of their shoulders and we partner with them and help them get that done.
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
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••••• A••••••••• F••••• L••• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $985,645 as of Nov 27, 2024 | no Form D | Harvest | |
| C•••••• D••• F•••••••• S•••••• L• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $350,941 as of Nov 27, 2024 | no Form D | Harvest | |
| C•••••• A••••••••• P••••••• I•• L••• ADV: Private Equity Fund | Fund of funds | 2019 first reported on Form ADV | $114,641 as of Nov 15, 2022 | no Form D | Wound down |
Team
28 current, 14 former
Managing partner (8)
- A•• H••••• S•••• · Founder and Co-Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D••• R•••• · Founding Partner and Co-Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- D•••••• P•••••• R•••• · Founding Partner & Co-Chairman · since Jan 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• D•••• B••••• · Founder and Co-Chairman · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A••• A•••• · Executive Managing Director, Founding Partner & Chief Investment Strategist · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J••• A••• A•••• · Chief Investment Officer & Founding Partner · since Mar 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• C••••••• H••••••• · President & Chief Operating Officer · since Apr 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- S•••• C••••••• · Chief Executive Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Partner (7)
- J•••••• G••• M••••• · Executive Managing Director, Chief Growth Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- J•••••• G••• M••••• · Executive Managing Director, Chief Growth Officer · since Jan 1, 2020 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•• C••• · Executive Managing Director, Head of Client Advisory Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••••• · Executive Managing Director, Institutional Consulting · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• T••••••• · Executive Managing Director, Head of Family Office Services · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M••• S•••••••• · Executive Managing Director, Chief Investment Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- P•••••• R••••• C••• M•• · Managing Director, Deputy CIO · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
Board or advisory (5)
- A•• H••••• S•••• · Board Of Directors · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- E••• D•••• B••••• · Board Of Directors · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J••• P•••• A•••••• · Board Of Directors · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••• a• S••••••• · Board Of Directors · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- P••• E••• T••••••••• · Board Of Directors · since Dec 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (8)
- A•• H• H••• · Executive Managing Director, Chief Operating Officer & Chief Compliance Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- A•• H• H••• · Executive Managing Director, Chief Compliance Officer · since Aug 1, 2024 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- D•••••• S••• · Managing Director, Chief Technology Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- L•••• H••••• · Executive Managing Director, General Counsel · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• K•••••• · Executive Managing Director, Chief People Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- M•••••• C•••••••• · Executive Managing Director, Chief Financial Officer · since Oct 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• C•••••••• · Executive Managing Director, Chief Financial Officer · start date unknown Investment organization websites (team, portfolio, strategy, criteria, news)
- W•••••• A••• R•••••• · Executive Managing Director, Chief Legal Officer · since May 1, 2018 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
14 former (kept with end dates)
- M••••••• J•••••••• S•••••• H••••••• · Trustee · Feb 1, 2016 to Aug 12, 2024 Inference
- M•••••• A•••• C••• · Chief Executive Officer · Jan 1, 2019 to Jun 30, 2020 Inference
- A•• H••••• S•••• · Manager · Jan 1, 2017 to Aug 12, 2024 Inference
- E••• D•••• B••••• · Manager, Member · Jan 1, 2017 to Sep 20, 2018 Inference
- E••• D•••• B••••• · Elected Manager · Jan 1, 2017 to Aug 12, 2024 Inference
- A••• P•••••• · Vice President Of Finance · May 1, 2018 to Dec 19, 2019 Inference
- D••••• B••••• L•••••• · Chief Administrative Officer · Apr 1, 2017 to Nov 5, 2018 Inference
- D•••• D• J•••••• · Chief Experience Officer · Jul 1, 2019 to Feb 19, 2021 Inference
- D•••• T••••• M•••• · Chief Financial Officer · Jan 1, 2018 to Dec 19, 2019 Inference
- J••••• M•••••• Z••• · Director Of Operations · Jan 1, 2019 to Dec 19, 2019 Inference
- N••••• P•••• · Chief Technology Officer · Aug 1, 2018 to Dec 19, 2019 Inference
- R•••••• C•••• · Chief Operating Officer · Aug 1, 2020 to Aug 12, 2024 Inference
- R••••• S••••• P••••••• · Managing Director, Chief Compliance Officer · May 1, 2018 to Sep 11, 2024 Inference
- B••••• K••••••• R•••• · Vice President Client Experience · Oct 1, 2017 to Feb 19, 2021 Inference
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
10 most recent
- Sep 17, 2026C•••••• Names D•••••• S••• as Chief Technology Officer
- Sep 17, 2026C•••••• Appoints L•••• H••••• as General Counsel
- Sep 17, 2026C•••••• Appoints M••• T••••••• as Head of Family Office Services
- Sep 17, 2026C•••••• Appoints M••• Ostroff as Managing Director, Wealth Advisor
- Sep 17, 2026M••• T••••••• Appointed as Executive Managing Director, Institutional Consulting for C••••••
- Sep 17, 2026C•••••• Appoints S•••• C••••••• as Chief Executive Officer
- Sep 17, 2026MeMe McNairy-Glenn Appointed Managing Director, National Strategic Growth at C••••••
- Sep 17, 2026Forbes Names 13 C•••••• Advisors to 2026 Top Women Wealth Advisors List
- Aug 13, 2026C•••••• A•••• M••••••••• L••: Private Equity Funds on Form ADV 2 (2024 extract) -> 25 (roster 2026-09-01)
- Jun 4, 2017C•••••• A•••• M••••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C•••••• A•••• M••••••••• L•• is the same institution as 5 records in Venture Capital, Independent Sponsors, RIA and Wealth, Private Credit and Real Estate Funds.
Venture Capital1Independent Sponsors1RIA 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.
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