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•••••• C••••••• L•••
Latest filing Aug 6, 2026
First filing on the tape Mar 30, 2012 · 61 filings
SEC status approved since Dec 11, 2001
RAUM
$530M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$530M
derived; firm RAUM over IAPD count
Employees
26
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
11
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$530M as of Aug 6, 2026
Mar 30, 2012$14B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 6, 2026
Mar 28, 20131 then
Employees (5.A)26 as of Aug 6, 2026
Mar 28, 2013152 then
Private funds11 as of Aug 6, 2026
Mar 30, 201220 then
RAUM +99% over the last fiscal year-37% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 6, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $530MderivedRAUM 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
- $37.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 26.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$530M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••• D•••• C•••••• | Dallas, Tx | Jul 20, 2006 | 33 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| D••••• B•••• D•••••• O••••••• L••• | Hedge Fund | $1.2B | 111 | Mar 30, 2012 |
| B•••• D•••••• R••••••• V•••• O••••••• L•••no longer reported | Hedge Fund | $518M | 18 | Mar 30, 2012 |
| B•••• D•••••• A•••••••• O••••••• L••• | Hedge Fund | $494M | 394 | Mar 30, 2012 |
| B•••• D•••••• E••••• L•• O••••••• L••no longer reported | Hedge Fund | $488M | 2 | May 29, 2015 |
| C•••••••• L••• I••• L•••no longer reported | Securitized Asset Fund | $386M | 3 | Mar 29, 2016 |
| C•••••••• L••• I•• L•••no longer reported | Securitized Asset Fund | $384M | 2 | Mar 30, 2017 |
| C•••••••• L••• I•• L•••no longer reported | Securitized Asset Fund | $384M | 2 | Oct 19, 2015 |
| B•••• D•••••• R••••••• V•••• C•••••• L•••no longer reported | Hedge Fund | $351M | 3 | Aug 20, 2015 |
| B•••• D•••••• M••••••• O••••••••• O••••••• I•• L•••no longer reported | Hedge Fund | $292M | 2 | Mar 30, 2012 |
| B•••• D•••••• T••••••• O••••••• L•••no longer reported | Hedge Fund | $144M | 17 | Mar 30, 2012 |
| B•••• D•••••• O• O••••••• F••• L•••no longer reported | Hedge Fund | $57.3M | 19 | Mar 30, 2012 |
| B•••• D•••••• S•• O••••••• L•••no longer reported | Hedge Fund | $15.7M | 1 | May 30, 2013 |
| B•••• D•••••• O••••••• L••• | Hedge Fund | $14.2M | 7 | Mar 30, 2012 |
| D••••• B•••• D••••••• L••• | Hedge Fund | $12.1M | 85 | Mar 30, 2012 |
| B•••• D•••••• C•••• E•••••• L••• | Hedge Fund | $6.4M | 3 | Jun 29, 2021 |
| B•••• D•••••• I••••••••• L••• | Hedge Fund | $3.5M | 26 | Mar 29, 2019 |
| D••••• B•••• D•••••• I••••••••• L••• | Hedge Fund | $3.5M | 26 | Mar 29, 2018 |
| D••••• B•••• D•••••• L••• | Hedge Fund | $2.7M | 25 | Mar 30, 2012 |
| B•••• D•••••• A•••••••• L••• | Hedge Fund | $1.9M | 157 | Mar 30, 2012 |
| B•••• D•••••• A•••••••• P•••••••• L••• | Hedge Fund | $606,260 | 236 | Mar 30, 2012 |
| B•••• D•••••• S•• L••no longer reported | Hedge Fund | $493,745 | 3 | May 30, 2013 |
| B•••• D•••••• R••••••• V•••• L•••no longer reported | Hedge Fund | $176,602 | 4 | Mar 30, 2012 |
| B•••• D•••••• E••••• L•• L•••no longer reported | Hedge Fund | $74,930 | 27 | May 29, 2015 |
| B•••• D•••••• T•••••••• L•••no longer reported | Hedge Fund | $61,483 | 7 | Mar 30, 2012 |
| B•••• D•••••• T••••••• L•••no longer reported | Hedge Fund | $53,950 | 9 | Mar 30, 2012 |
| B•••• D•••••• E••••• L••• L•••no longer reported | Hedge Fund | $37,485 | 52 | May 29, 2015 |
| B•••• D•••••• R••••••• V•••• P•••••••• L•••no longer reported | Hedge Fund | $35,905 | 13 | Mar 30, 2012 |
| B•••• D•••••• L••• | Hedge Fund | $33,396 | 1 | Mar 30, 2012 |
| B•••• D•••••• P•••••••• L••• | Hedge Fund | $1,939 | 5 | Mar 30, 2012 |
| B•••• D•••••• M••••••• O••••••••• I•• L•••no longer reported | Hedge Fund | $930 | 9 | Mar 30, 2012 |
| B•••• D•••••• M••••••• O••••••••• I• L•••no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2012 |
| B•••• D•••••• S••••••••• O••••••••• O••••••• L•••no longer reported | Hedge Fund | $0 | 0 | Mar 30, 2012 |
| B•••• D•••••• S••• L•••no longer reported | Hedge Fund | $0 | 0 | May 30, 2013 |
| B•••• D•••••• E••••• S••••• L•••no longer reported | Hedge Fund | $0 | 0 | May 29, 2015 |
| B•••• D•••••• M••••• 2••• • I• L••••••no longer reported | Other Private Fund | $0 | 0 | Mar 31, 2014 |
| B•••• D•••••• E••••• S••••• L•••no longer reported | Hedge Fund | $0 | 0 | May 29, 2015 |
| B•••• D•••••• C•••• E••••• O••••••• L••• | Hedge Fund | $0 | 3 | Jun 29, 2021 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• C••••• D•••• · President, Chief Investment Officercontrolsince 08/1993 · owns 75% or more
- C••••••• N••••• P••••• · L•••••• Partnercontrolsince 08/1993 · owns less than 5%
- G••••••••• T•••••• A•••• · Chief Operating Officercontrolsince 08/2021 · owns less than 5%
- I••••••• R•••• · Senior Counsel And Chief Compliance Officercontrolsince 06/2023 · owns less than 5%
- C••••••• C••••• D•••• · Sole Shareholder/Directorcontrolsince 01/2022 · owns 75% or more of A••••• I••••••••• C•••• I•
Entity owners
- A••••• I••••••••• C•••• I• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C•••••• C•••••• G•• L•••investment adviserbankpooled vehicle sponsorn
- C•••••• C•••••• U• L••investment adviserbanky
Advisers that list C•••••• C••••••• L••• as a related person
- 160556 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $597M to $530MJul 8, 2026 to Aug 6, 2026
- Pooled vehicle RAUM · $597M to $530MJul 8, 2026 to Aug 6, 2026
- RAUM · $597M to $530MJul 8, 2026 to Aug 6, 2026
- Private funds · 12 to 11May 4, 2026 to Jul 8, 2026
- Discretionary RAUM · $429M to $597MMay 4, 2026 to Jul 8, 2026
- Pooled vehicle RAUM · $429M to $597MMay 4, 2026 to Jul 8, 2026
- RAUM · $429M to $597MMay 4, 2026 to Jul 8, 2026
- Accounts · 13 to 14Mar 2, 2026 to May 4, 2026
- Pooled vehicle clients · 13 to 14Mar 2, 2026 to May 4, 2026
- Discretionary RAUM · $344M to $429MMar 2, 2026 to May 4, 2026
- Pooled vehicle RAUM · $344M to $429MMar 2, 2026 to May 4, 2026
- RAUM · $344M to $429MMar 2, 2026 to May 4, 2026
- Accounts · 12 to 13Feb 24, 2026 to Mar 2, 2026
- Pooled vehicle clients · 12 to 13Feb 24, 2026 to Mar 2, 2026
- Discretionary RAUM · $293M to $344MFeb 24, 2026 to Mar 2, 2026
- Pooled vehicle RAUM · $293M to $344MFeb 24, 2026 to Mar 2, 2026
- RAUM · $293M to $344MFeb 24, 2026 to Mar 2, 2026
- Accounts · 14 to 12Dec 11, 2025 to Feb 24, 2026
- Advisory employees · 9 to 10Dec 11, 2025 to Feb 24, 2026
- Pooled vehicle clients · 14 to 12Dec 11, 2025 to Feb 24, 2026
- Employees · 25 to 26Dec 11, 2025 to Feb 24, 2026
- Private funds · 13 to 12Dec 11, 2025 to Feb 24, 2026
- Discretionary RAUM · $266M to $293MDec 11, 2025 to Feb 24, 2026
- Pooled vehicle RAUM · $266M to $293MDec 11, 2025 to Feb 24, 2026
- RAUM · $266M to $293MDec 11, 2025 to Feb 24, 2026
- Accounts · 13 to 14Mar 28, 2025 to Dec 11, 2025
- Pooled vehicle clients · 13 to 14Mar 28, 2025 to Dec 11, 2025
- Private funds · 12 to 13Mar 28, 2025 to Dec 11, 2025
- Accounts · 15 to 13Jul 9, 2024 to Mar 28, 2025
- Advisory employees · 22 to 9Jul 9, 2024 to Mar 28, 2025
- Pooled vehicle clients · 14 to 13Jul 9, 2024 to Mar 28, 2025
- Assets in custody · 1729778829.0 to unsetJul 9, 2024 to Mar 28, 2025
- Custody of client assets · true to falseJul 9, 2024 to Mar 28, 2025
- Employees · 56 to 25Jul 9, 2024 to Mar 28, 2025
- Financial planning clients · unset to Jul 9, 2024 to Mar 28, 2025
- Private funds · 13 to 12Jul 9, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.0B to $266MJul 9, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.8B to $266MJul 9, 2024 to Mar 28, 2025
- RAUM · $2.0B to $266MJul 9, 2024 to Mar 28, 2025
- Related adviser · true to falseJul 9, 2024 to Mar 28, 2025
Signals
13 dated events
- C•••••• C••••••• L••• reported RAUM $597.2M, up 39% from $429.3M (2026-05-04 to 2026-07-08)Jul 8, 2026 · RAUM change · derived
- C•••••• C••••••• L••• reported RAUM $266.2M, down 87% from $2.0B (2024-07-09 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Z. Ewelina Post (Chief Compliance Officer) no longer on Schedule A of C•••••• C••••••• L••• (listed 2023-03-23, absent 2023-06-07)Jun 7, 2023 · Control person left · inference
- R•••• I•••••• (Senior Counsel And Chief Compliance Officer) appeared on Schedule A of C•••••• C••••••• L•••Jun 7, 2023 · Control person joined · fact
- C•••••• C••••••• L••• reported RAUM $2.1B, down 61% from $5.4B (2022-11-03 to 2023-03-23)Mar 23, 2023 · RAUM change · derived
- Breen Lynne Alpar (Chief Financial Officer, Limited Partner) no longer on Schedule A of C•••••• C••••••• L••• (listed 2022-08-25, absent 2022-08-26)Aug 26, 2022 · Control person left · inference
- Arthur Michael Umayam (General Counsel And Chief Compliance Officer) no longer on Schedule A of C•••••• C••••••• L••• (listed 2022-04-04, absent 2022-08-25)Aug 25, 2022 · Control person left · inference
- Z. Ewelina Post (Chief Compliance Officer) appeared on Schedule A of C•••••• C••••••• L•••Aug 25, 2022 · Control person joined · fact
- C•••••• C••••••• L••• reported RAUM $5.4B, down 30% from $7.7B (2022-02-02 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Aaron Travis Goldammer (Chief Operating Officer) appeared on Schedule A of C•••••• C••••••• L•••Sep 22, 2021 · Control person joined · fact
- Anthony Joseph Brucchieri (Chief Operating Officer And Chief Legal Officer) no longer on Schedule A of C•••••• C••••••• L••• (listed 2021-03-31, absent 2021-04-21)Apr 21, 2021 · Control person left · inference
- C•••••• C••••••• L••• reported RAUM $7.7B, down 40% from $12.9B (2021-02-22 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- David Michael Weinberg (Chief Operating Officer) no longer on Schedule A of C•••••• C••••••• L••• (listed 2018-10-01, absent 2019-01-08)Jan 8, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/C••••••-CAPITAL-L.P.reportedpublic record, Form ADV, Sep 19, 2026
- Website
- C••••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214-932-9600reportedpublic record, Form ADV, Aug 6, 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
- $530Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026