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Firms / C•••••• C•••••• P•••••••

C•••••• C•••••• P•••••••

Buyout firm · probableLower middle marketNewport Beach, CAc•••••••••.comSEC registered investment adviser

Plan your financial future with C•••••• C•••••• P•••••••. Specializing in Retirement and Financial Planning, we simplify wealth management. Start building your legacy today!

Classification
Class
Buyout firmprobable, confidence 65%
Basis
R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-05-22
Classification history (1)
  1. Sep 13, 2026
    Buyout firm (probable, 65%, cls-pe-1)
    R6: 1 of 1 distinct vehicles are sworn Private Equity Funds; 1 reported gross assets on a filing in 2022 or later
Regulatory footprint (Form ADV)
Adviser type
registered investment adviser
Form ADV filings
Mar 29, 2012 to May 22, 2024
RAUM
$371Mregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$4.6Mreported gross assets (Form ADV), not fund size
All private fund GAV
$4.6Mevery private fund type, latest filing
2024 PE fund GAV
$4.6Msum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
100%
Fund type mix
filed 2024-05-22, latest gav Private Equity Fund $4.6M, latest counts Private Equity Fund 1, lifetime distinct Private Equity Fund 1
Employees
12
Headquarters
Newport Beach, CA
Office address
5000 BIRCH STREET, STE 100, Newport Beach, CA, 92660
Business phone
800-805-7526
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
We partner with business owners, leaders, and families to simplify complex decisions and guide both personal and professional finances with confidence.
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
1 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
C•••••• C•••••• P••••••• N••• G•• M••••• L••
ADV: Private Equity Fund
Buyout fund2022
first reported on Form ADV
$4.6M
as of May 22, 2024
no Form DEarly deployment
Team
8 current, 1 former
1 former (kept with end dates)
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
  1. Sep 1, 2026
    Adviser CRD 129898 is not on the SEC registered or exempt adviser roster of 2026-09-01
    Adviser off rosterInferenceSEC Form ADV monthly roster (registered + exempt reporting advisers)
  2. Mar 29, 2012
    C•••••• C•••••• P••••••• 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•••••• C•••••• P••••••• is the same institution as 2 records in RIA and Wealth and Allocators.

RIA and Wealth1Allocators1

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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