DFX Intelligence
Private Equity Intelligence
Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Firms / C• I••••••••• P•••••••• L••
C• I••••••••• P•••••••• L••
Welcome! CH Investment Partners is now Cresset Family Office. You have been redirected to the Cresset website.
Classification
- Class
- Candidatecandidate, confidence 40%
- Basis
- R7: admitted on 9 Private Equity Fund(s) among 25 vehicles; no rule fired
- Size band
- Lower middle marketdefined by: proxy: $0.32bn Private Equity Fund GAV on the Form ADV filed 2024-07-16
Classification history (1)
- Sep 13, 2026Candidate (candidate, 40%, cls-pe-1)R7: admitted on 9 P•••••• Equity Fund(s) among 25 vehicles; no rule fired
Regulatory footprint (Form ADV)
- Adviser type
- registered investment adviser
- Form ADV filings
- Aug 19, 2019 to Jul 16, 2024
- RAUM
- $5.1Bregulatory assets under management of the adviser; not dry powder, not a fund size
- PE funds, latest filing
- 7
- PE fund GAV, latest filing
- $320Mreported gross assets (Form ADV), not fund size
- All private fund GAV
- $2.4Bevery private fund type, latest filing
- 2024 PE fund GAV
- $320Msum over funds typed Private Equity Fund with a 2024 or later as-of date
- PE share of funds, lifetime
- 36%
- Fund type mix
- filed 2024-07-16, latest gav Other Private Fund $2.0B, Private Equity Fund $320M, latest counts Other Private Fund 14, Private Equity Fund 7, lifetime distinct Hedge Fund 2, Other Private Fund 14, Private Equity Fund 9
- Employees
- 39
- Headquarters
- Dallas, TX
- Office address
- 3953 MAPLE AVENUE, SUITE 250, Dallas, TX, 75219
- Business phone
- 214-661-8333
Stated criteria beside observed behaviour
no observed deals yet
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
- 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
18 on record
| Fund | Vehicle | Vintage | Reported gross assets (Form ADV), not fund size | GAV by year | Form D sold | Lifecycle |
|---|---|---|---|---|---|---|
| C•••• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2023 year in the fund name | $5.6M as of Jul 16, 2024 | no Form D | Unknown | |
| C•••• D••••• I••••••••• F••• I•• L• ADV: Other P•••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $106M as of Jul 16, 2024 | no Form D | Active deployment | |
| O••• I•• I••••••••• L••••• ADV: Other P•••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $59.0M as of Jul 16, 2024 | no Form D | Unknown | |
| O••• I•• W•••••••• L••••• ADV: Other P•••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $52.0M as of Jul 16, 2024 | no Form D | Unknown | |
| C•••• P•••••• E••••• 2•••• L• ADV: P•••••• Equity Fund | Fund of funds | 2021 year in the fund name | $39.1M as of Jul 16, 2024 | no Form D | Active deployment | |
| O•••• W•••••••• L••••• ADV: Other P•••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $11.9M as of Jul 16, 2024 | no Form D | Unknown | |
| O•••• I••••••••• L••••• ADV: Other P•••••• Fund | buyout or unlabelled | 2021 first reported on Form ADV | $4.4M as of Jul 16, 2024 | no Form D | Unknown | |
| B••• I•••••••• L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Feb 22, 2022 | no Form D | Wound down | |
| B••• W•••••••• L••••• ADV: P•••••• Equity Fund | buyout or unlabelled | 2021 first reported on Form ADV | $0 as of Feb 22, 2022 | no Form D | Wound down | |
| C••• D••••• I••••••••• L••• ADV: Other P•••••• Fund | buyout or unlabelled | 2019 first reported on Form ADV | $209M as of Jul 16, 2024 | no Form D | Active deployment | |
| C•• D••••• I••••••••• F••• I• L••• ADV: Other P•••••• Fund | buyout or unlabelled | 2019 first reported on Form ADV | $95.2M as of Jul 16, 2024 | no Form D | Mature | |
| C•• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2019 year in the fund name | $64.6M as of Jul 16, 2024 | no Form D | Active deployment | |
| C•• D••••• S•••••••• F•••• L••• ADV: Other P•••••• Fund | buyout or unlabelled | 2019 first reported on Form ADV | $61.0M as of Jul 16, 2024 | no Form D | Mature | |
| C•• E••••••• F•••• L••• ADV: Other P•••••• Fund | buyout or unlabelled | 2019 first reported on Form ADV | $337,064 as of Jul 16, 2024 | no Form D | Harvest | |
| C•• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2017 year in the fund name | $108M as of Jul 16, 2024 | no Form D | Active deployment | |
| C•• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2015 year in the fund name | $54.2M as of Jul 16, 2024 | no Form D | Mature | |
| C••• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2013 year in the fund name | $37.2M as of Jul 16, 2024 | no Form D | Unknown | |
| C••• P•••••• E••••• 2•••• L••• ADV: P•••••• Equity Fund | Fund of funds | 2011 year in the fund name | $12.2M as of Jul 16, 2024 | no Form D | Harvest |
Team
9 current, 7 former
Partner (2)
- K••• L••• R•••• · Limited Partner · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M•••••• R•••••• S•••••••• · Limited Partner · since Aug 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Vice president (5)
- A••••• M••••••• · Vice President · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- B••••••• B•••• · Vice President · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- J•••• C••• · Vice President · since May 1, 2022 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- K•••• T••• S•••••• · Vice President · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- T•••• S•••• B••••• · Vice President · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Platform (2)
- D•••• L••• T•••• · Chief Operating Officer · since Mar 1, 2019 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
- M••••• J••••• M•••• · Chief Compliance Officer · since Apr 1, 2023 SEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
7 former (kept with end dates)
- A••• L•••• R•••••• · Shareholder · Nov 1, 2010 to Mar 29, 2024 Inference
- G••••• M•••••• K•••• B••••• · Shareholder · Nov 1, 2010 to Mar 29, 2024 Inference
- M•••••• R•••••• S•••••••• · Shareholder · Apr 1, 2019 to Mar 30, 2020 Inference
- T••••• A•• H••• · Chief Compliance Officer · Jul 1, 2019 to May 8, 2023 Inference
- A•••••• K• F•••• · Vice President · Mar 1, 2019 to Mar 26, 2021 Inference
- J•••• L•••••••• J•••••• · Vice President · Mar 1, 2019 to Mar 31, 2022 Inference
- P•••••• E••• · Vice President · Mar 1, 2019 to Mar 26, 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
2 most recent
- Sep 1, 2026Adviser CRD 301481 is not on the SEC registered or exempt adviser roster of 2026-09-01
- Aug 19, 2019C• I••••••••• P•••••••• L•• first filed Form ADV in the extract (IA)
Across the graphs
C• I••••••••• 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.
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