DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
C••••• P••••••• H•••••••• L••
Latest filing Mar 25, 2026
First filing on the tape Dec 21, 2011 · 28 filings
SEC status approved since Nov 1, 2001
RAUM
$370M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
17
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$370M as of Mar 25, 2026
Mar 29, 2012$348M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 25, 2026
Mar 29, 20120 then
Employees (5.A)4 as of Mar 25, 2026
Mar 26, 201321 then
Private funds17 as of Mar 25, 2026
Mar 29, 20129 then
RAUM +0.1% over the last fiscal year-9.1% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $21.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +0.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $370M, 17 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$370M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 17reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $370M for 17 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
35 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• P••••••• S•••••••• F••• V•• L••• | Private Equity Fund | $134M | 56 | Mar 31, 2019 |
| C••••• P••••••• V• S••• L• | Private Equity Fund | $93.6M | 78 | Mar 30, 2021 |
| C••••• P••••••• I• S••• L• | Private Equity Fund | $49.8M | 61 | Mar 31, 2020 |
| C••••• P••••••• V• S•••••• F•••• L••• | Private Equity Fund | $34.5M | 2 | Mar 31, 2019 |
| C••••• P••••••• N•••• F••• I•• L•no longer reported | Venture Capital Fund | $33.4M | 90 | Mar 31, 2020 |
| C••••• P••••••• I••••• F•••• L• | Private Equity Fund | $17.8M | 5 | Mar 31, 2022 |
| C••••• P••••••• N•••• F•••• L•••no longer reported | Venture Capital Fund | $17.0M | 57 | Mar 31, 2017 |
| C••••• P••••••• L•••••• P•••••••••no longer reported | Hedge Fund | $12.1M | 25 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I••• L•• | Private Equity Fund | $12.1M | 79 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I•••• L•• | Private Equity Fund | $11.5M | 36 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I••••• L•• | Private Equity Fund | $9.1M | 48 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• D••••••• A•• O•••••• F••• V•• L••• | Private Equity Fund | $9.1M | 28 | Mar 31, 2019 |
| C••••• P••••••• S•••••••• F••• I•••• L•••no longer reported | Private Equity Fund | $7.6M | 84 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I•• L•• | Private Equity Fund | $7.0M | 38 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I•• L•• | Private Equity Fund | $7.0M | 22 | Mar 29, 2012 |
| C••••• P•••••• C•••••• I•••• L•• | Private Equity Fund | $4.1M | 25 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• F••• V•••• L••• | Private Equity Fund | $4.0M | 8 | Mar 31, 2019 |
| C••••• P••••••• I•• S••• L••• | Private Equity Fund | $3.2M | 30 | Mar 31, 2019 |
| C••••• P••••••• S•••••••• F••• I••• L•••no longer reported | Private Equity Fund | $2.6M | 87 | Mar 29, 2012 |
| C••••• P•••••• C•••••• V••••••• L•• | Venture Capital Fund | $2.4M | 83 | Mar 29, 2012 |
| C••••• P••••••• V• D•• S••• L• | Private Equity Fund | $1.9M | 15 | Mar 30, 2021 |
| C••••• P••••••• O•• I• L•no longer reported | Private Equity Fund | $1.7M | 2 | Mar 30, 2021 |
| C••••• P•••••• C•••••• C•••••••• F••••••• L•• | Private Equity Fund | $1.3M | 78 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• F••• I•• L•••no longer reported | Private Equity Fund | $688,434 | 91 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• F••• I•••• L•••no longer reported | Private Equity Fund | $657,538 | 12 | Mar 29, 2012 |
| C• N•••• S•••••• I• L••no longer reported | Venture Capital Fund | $584,829 | 15 | Mar 31, 2019 |
| C••••• P••••••• V•• S••• L• | Private Equity Fund | $578,845 | 4 | Mar 30, 2021 |
| C•••••• W•••••• S•••••••• P••••••• F•••• L•••no longer reported | Private Equity Fund | $448,825 | 95 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• F••• V• L•no longer reported | Private Equity Fund | $280,472 | 58 | Mar 26, 2013 |
| C••••• P••••••• S•••••••• F••• V••• L•no longer reported | Private Equity Fund | $255,381 | 68 | Mar 26, 2013 |
| C••••• P••••••• S•••••••• F••• I••••• L•••no longer reported | Private Equity Fund | $107,976 | 17 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• F••• V• •••••••• L•no longer reported | Private Equity Fund | $59,595 | 5 | Mar 26, 2013 |
| C••••• P••••••• S•••••••• F••• I•••• L•••no longer reported | Private Equity Fund | $32,045 | 18 | Mar 29, 2012 |
| S•••••••• A••••••••• L•••no longer reported | Private Equity Fund | $25,823 | 2 | Mar 29, 2012 |
| C••••• P••••••• S•••••••• D••••••• • O•••••• F••• V• L•no longer reported | Private Equity Fund | $16,830 | 15 | Mar 26, 2013 |
Owners and control persons
Schedule A and B, latest filing
- S••••••• J•••••• T••• · Chief Compliance O••••••controlsince 11/2021 · owns less than 5%
- T•••••• J••••• R• · M•••••• Of General Partnercontrolsince 11/2021 · owns less than 5%
- S••••••• J•••••• T••• · M•••••• Of General Partner & Chief Compliance O••••••controlsince 11/2021 · owns 50% to 75% of C••••• P••••••• M•••••• H••••••• L•
- T•••••• J••••• R• · M•••••• Of General Partnercontrolsince 11/2021 · owns 50% to 75% of C••••• P••••••• M•••••• H••••••• L•
Entity owners
- C••••• P••••••• M•••••• H••••••• L• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
- C••••• P••••••• E••••• M••••••• I• L••pooled vehicle sponsory
- C••••• P••••••• I•• S••• L••pooled vehicle sponsory
- C••••• P••••••• I•••••• L••pooled vehicle sponsory
- C••••• P••••••• I• S••• L••pooled vehicle sponsory
- C••••• P••••••• S•••••••• V•• L••pooled vehicle sponsory
- C••••• P••••••• V• S••••••• L••pooled vehicle sponsory
- C••••• P••••••• V• S••• L••pooled vehicle sponsory
Advisers that list C••••• P••••••• H•••••••• L•• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 18 to 17Mar 31, 2025 to Mar 25, 2026
- Advisory employees · 4 to 3Mar 31, 2025 to Mar 25, 2026
- Pooled vehicle clients · 18 to 17Mar 31, 2025 to Mar 25, 2026
- Assets in custody · $413M to $370MMar 31, 2025 to Mar 25, 2026
- Employees · 5 to 4Mar 31, 2025 to Mar 25, 2026
- Private funds · 18 to 17Mar 31, 2025 to Mar 25, 2026
- Discretionary RAUM · $369M to $370MMar 31, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $369M to $370MMar 31, 2025 to Mar 25, 2026
- RAUM · $369M to $370MMar 31, 2025 to Mar 25, 2026
- Financial planning clients · unset to Nov 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $348M to $369MNov 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $64.9M to $0Nov 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $413M to $369MNov 26, 2024 to Mar 31, 2025
- RAUM · $413M to $369MNov 26, 2024 to Mar 31, 2025
- Advisory employees · 5 to 4Mar 30, 2024 to Nov 26, 2024
- Employees · 8 to 5Mar 30, 2024 to Nov 26, 2024
- Assets in custody · $493M to $413MMar 31, 2023 to Mar 30, 2024
- Employees · 7 to 8Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $413M to $348MMar 31, 2023 to Mar 30, 2024
- Non-discretionary RAUM · $79.8M to $64.9MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $493M to $413MMar 31, 2023 to Mar 30, 2024
- RAUM · $493M to $413MMar 31, 2023 to Mar 30, 2024
- Accounts · 19 to 18Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 9 to 5Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 19 to 18Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $519M to $493MMar 31, 2022 to Mar 31, 2023
- Employees · 12 to 7Mar 31, 2022 to Mar 31, 2023
- HQ city · BALTIMORE to OWINGS MILLSMar 31, 2022 to Mar 31, 2023
- Private funds · 19 to 18Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $417M to $413MMar 31, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $102M to $79.8MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $519M to $493MMar 31, 2022 to Mar 31, 2023
- RAUM · $519M to $493MMar 31, 2022 to Mar 31, 2023
- Accounts · 22 to 19Dec 17, 2021 to Mar 31, 2022
- Pooled vehicle clients · 22 to 19Dec 17, 2021 to Mar 31, 2022
- Assets in custody · $394M to $519MDec 17, 2021 to Mar 31, 2022
- Private funds · 22 to 19Dec 17, 2021 to Mar 31, 2022
- Discretionary RAUM · $305M to $417MDec 17, 2021 to Mar 31, 2022
- Non-discretionary RAUM · $89.5M to $102MDec 17, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $394M to $519MDec 17, 2021 to Mar 31, 2022
Signals
13 dated events
- J••• T••••• R••••••••• (Chief Compliance Officer & Chief Financial Officer) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2024-03-30, absent 2024-11-26)Nov 26, 2024 · Control person left · inference
- C••••• P••••••• H•••••••• L•• reported RAUM $519.3M, up 32% from $394.5M (2021-12-17 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- Todd Joseph Sherman (Manager Of General Partner) appeared on Schedule A of C••••• P••••••• H•••••••• L••Dec 17, 2021 · Control person joined · fact
- Lyle David Warnock (Member, Manager, President & Chief Executive Officer) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2021-07-20, absent 2021-12-17)Dec 17, 2021 · Control person left · inference
- R Jason Tagler (Manager Of General Partner) appeared on Schedule A of C••••• P••••••• H•••••••• L••Dec 17, 2021 · Control person joined · fact
- Todd Joseph Sherman (Treasurer & Chief Financial Officer) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2020-08-13, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- R Jason Tagler (Member & Manager (C••••• P••••••• S•••••••• V•• L••)) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2020-07-30, absent 2020-08-13)Aug 13, 2020 · Control person left · inference
- C G••••••• P••••••••• (Member And Manager (Camden Partners Nexus Ii, Llc)) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2020-07-30, absent 2020-08-13)Aug 13, 2020 · Control person left · inference
- J••• T••••• R••••••••• (Chief Compliance Officer & Vp Of Finance (Camden Partners Holdings)) appeared on Schedule A of C••••• P••••••• H•••••••• L••Jul 30, 2020 · Control person joined · fact
- Jacob Rachel Vogelstein (Member & Manager (Camden Partners Nexus, Llc)) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2020-03-31, absent 2020-07-30)Jul 30, 2020 · Control person left · inference
- W. Donald Hughes (Manager, Executive Vice President, Secretary & Chief Operating Officer (C••••• P••••••• H•••••••• L••)) no longer on Schedule A of C••••• P••••••• H•••••••• L•• (listed 2019-03-31, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- C G••••••• P••••••••• (Member And Manager (Camden Partners Nexus Ii, Llc)) appeared on Schedule A of C••••• P••••••• H•••••••• L••Mar 31, 2020 · Control person joined · fact
- R Jason Tagler (Member & Manager (C••••• P••••••• S•••••••• V•• L••)) appeared on Schedule A of C••••• P••••••• H•••••••• L••Mar 31, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- C••••• P••••••• H•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C••••• P••••••• H•••••••• L•• · Private Equityshared crd · organization
- C••••• P••••••• H•••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- H•••S://WWW.LINKEDIN.COM/COMPANY/C•••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 410-878-6800reportedpublic record, Form ADV, Mar 25, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026