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••••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Mar 26, 2012 · 28 filings
SEC status approved since Dec 7, 2001
RAUM
$9.1B
reported, Item 5.F
Discretionary
87%
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
157
134 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
10
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$9.1B as of Mar 30, 2026
Mar 26, 2012$1.7B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 26, 20120 then
Employees (5.A)157 as of Mar 30, 2026
Mar 28, 201333 then
Private funds10 as of Mar 30, 2026
Mar 26, 20122 then
RAUM -1.9% over the last fiscal year+10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $759MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 87%derivedof RAUM
- Institutional
- 4.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.9%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $7.1M, 1 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)
- has custody of client cash or bank accounts (9.A.1.a)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.7B96%
- State and municipal entities$372M4.1%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $7.1M for 1 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.96 institutional_share=0.04 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
15 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••• I••••••••• V•••• F••• V•• L••• | Real Estate Fund | $2.2B | 55 | Mar 23, 2020 |
| C•••• I••••••••• C••• F••• I•• L••• | Real Estate Fund | $1.4B | 14 | Mar 27, 2019 |
| C•••• I•••••••• V•••• F••• V••• L••• | Real Estate Fund | $844M | 84 | Mar 29, 2023 |
| C••• V• D••••••••• F•••• L••• | Real Estate Fund | $392M | 17 | Mar 29, 2021 |
| C•••• I••••••••• O••••••••• F••• I• L••• | Real Estate Fund | $262M | 3 | Mar 23, 2020 |
| C•••• U• C•••••••• I••••••••• F•••• S••• | Real Estate Fund | $85.9M | 4 | Mar 23, 2020 |
| C•••• I••••••••• C••• F••• I••• L••• | Real Estate Fund | $46.4M | 10 | Mar 28, 2022 |
| C•••• U• I••••••••• O••••••••• F••• I• L••• | Real Estate Fund | $36.2M | 3 | Mar 29, 2021 |
| C•••• I••••••••• V•••• F••• I•• L•••no longer reported | Real Estate Fund | $26.7M | 67 | Mar 26, 2012 |
| C••• V• A••••••••• L••• | Real Estate Fund | $15.9M | 3 | Mar 28, 2022 |
| C••• V••• A••••••••• L••• | Real Estate Fund | $10.2M | 1 | Mar 28, 2022 |
| C•••• I••••••••• C••• F••• L•••no longer reported | Real Estate Fund | $8.9M | 7 | Mar 27, 2015 |
| C•••• I•••••••• V•••• F••• V• L••• | Real Estate Fund | $8.4M | 92 | Mar 28, 2017 |
| C•••• I••••••••• V•••• F••• I•• L•••no longer reported | Real Estate Fund | $3.4M | 36 | May 30, 2013 |
| C•••• I••••••••• V•••• F••• I••• L•••no longer reported | Real Estate Fund | $0 | 58 | Mar 26, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• F••••• F•••••••• · Chairman Of The Board/Ceo/L•••••• Partnercontrolsince 12/2001 · owns 10% to 25%
- R•••• P••••••• V•••••• · President/L•••••• Partnercontrolsince 01/2023 · owns 5% to 10%
- C••••••••• A•••• D••••• · Trusteecontrolsince 08/2020 · owns F of T•• F•••• F• C••••••••• G•• F••••• T•••• • 2•••
- C••••••••• F••••• F•••••••• · Managing Membercontrolsince 06/2017 · owns F of F•••• F••••• I••••••••• P••••••••• L••
- C••••••••• F••••• F•••••••• · Managing Membercontrolsince 10/2012 · owns 25% to 50% of C•• C•••• I••••••• L••
- C••••••••• F••••• F•••••••• · Partnercontrolsince 12/2012 · owns 25% to 50% of C•••• P••••••••• I•••
- C••••••••• F••••• J•••• · Trusteecontrolsince 08/2020 · owns F of T•• F•••• F• C••••••••• G•• F••••• T•••• • 2•••
- C••••••••• R•••••• J• · Member, Trusteecontrolsince 12/2012 · owns 25% to 50% of C•• C•••• I••••••• L••
- P•••••••• A•••• E• · Member, Trusteecontrolsince 12/2012 · owns 25% to 50% of C•• C•••• I••••••• L••
- B••••••• A•••••• M•••• · Chief Financial Officersince 05/2023 · owns less than 5%
- B••••• K•••• J••••• · Secretary/Cco/General Counselsince 01/2020 · owns less than 5%
- F•••••• C••••••• L••••••• · Chief Investment Officer, C•••since 01/2020 · owns 5% to 10%
Entity owners
- C•••• P••••••••• I••• · General Partnerdirect · owns less than 5%
- C•• C•••• I••••••• L•• · L•••••• Partnerdirect · owns 5% to 10%
- F•••• F••••• I••••••••• P••••••••• L•• · L•••••• Partnerdirect · owns 10% to 25%
- T•• F•••• F• C••••••••• G•• F••••• T•••• • 2••• · L•••••• Partnerdirect · owns 10% to 25%
- T•• F•••• F• C••••••••• 2••• I••••••••• F••••• T•••• · Memberindirect · owns 50% to 75% of F•••• F••••• I••••••••• P••••••••• L••
Related persons
Schedule D 7.A
- C•••• I••••••••• C••• F••• I• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
- C•••• I••••••••• C••• F••• I•• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
- C•••• I••••••••• O••••••••• F••• I• G•• L••investment adviserpooled vehicle sponsorn
- C•••• I••••••••• V•••• F••• V• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
- C•••• I••••••••• V•••• F••• V• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
- C•••• I••••••••• V•••• F••• V•• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
- C•••• U• C••• M•••••• L••• S•••investment adviserpooled vehicle sponsorn
- C•••• U• I••••••••• O••••••••• F••• I• G•• L•••investment adviserpooled vehicle sponsorn
- C••• V• A•••••••• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsory
- C••• V• D••••••••• M••••••• L•••••• P•••••••••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Dallas, TX5 employees
- Irvine, CA4 employees
- Oak Brook Terrace, IL4 employees
- Atlanta, GA3 employees
What changed
consecutive filings, newest first
- Accounts · 13 to 12Dec 2, 2025 to Mar 30, 2026
- Advisory employees · 118 to 134Dec 2, 2025 to Mar 30, 2026
- Pooled vehicle clients · 12 to 11Dec 2, 2025 to Mar 30, 2026
- Assets in custody · $9.8M to $7.1MDec 2, 2025 to Mar 30, 2026
- Employees · 133 to 157Dec 2, 2025 to Mar 30, 2026
- Discretionary RAUM · $8.1B to $8.0BDec 2, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.2B to $1.1BDec 2, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $8.9B to $8.7BDec 2, 2025 to Mar 30, 2026
- RAUM · $9.3B to $9.1BDec 2, 2025 to Mar 30, 2026
- Employees · 111 to 133Mar 28, 2024 to Mar 28, 2025
- Advisory employees · 100 to 118Mar 28, 2024 to Mar 28, 2025
- Assets in custody · $6.5M to $9.8MMar 28, 2024 to Mar 28, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 28, 2025
- Other offices · 4 to 5Mar 28, 2024 to Mar 28, 2025
- Private funds · 11 to 10Mar 28, 2024 to Mar 28, 2025
- Discretionary RAUM · $6.9B to $8.1BMar 28, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $1.0B to $1.2BMar 28, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $7.6B to $8.9BMar 28, 2024 to Mar 28, 2025
- RAUM · $7.9B to $9.3BMar 28, 2024 to Mar 28, 2025
- Advisory employees · 95 to 100Dec 22, 2023 to Mar 28, 2024
- Assets in custody · $5.6M to $6.5MDec 22, 2023 to Mar 28, 2024
- Employees · 106 to 111Dec 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $6.1B to $6.9BDec 22, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $684M to $1.0BDec 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $6.7B to $7.6BDec 22, 2023 to Mar 28, 2024
- RAUM · $6.8B to $7.9BDec 22, 2023 to Mar 28, 2024
- Accounts · 12 to 13Jan 13, 2023 to Mar 29, 2023
- Advisory employees · 71 to 95Jan 13, 2023 to Mar 29, 2023
- Pooled vehicle clients · 11 to 12Jan 13, 2023 to Mar 29, 2023
- Assets in custody · $5.1M to $5.6MJan 13, 2023 to Mar 29, 2023
- Employees · 85 to 106Jan 13, 2023 to Mar 29, 2023
- Private funds · 10 to 11Jan 13, 2023 to Mar 29, 2023
- Discretionary RAUM · $4.2B to $6.1BJan 13, 2023 to Mar 29, 2023
- Non-discretionary RAUM · $563M to $684MJan 13, 2023 to Mar 29, 2023
- Pooled vehicle RAUM · $4.8B to $6.7BJan 13, 2023 to Mar 29, 2023
- RAUM · $4.8B to $6.8BJan 13, 2023 to Mar 29, 2023
- Accounts · 10 to 12Apr 16, 2021 to Mar 28, 2022
- Advisory employees · 59 to 71Apr 16, 2021 to Mar 28, 2022
- Pooled vehicle clients · 9 to 11Apr 16, 2021 to Mar 28, 2022
- Assets in custody · $7.6M to $5.1MApr 16, 2021 to Mar 28, 2022
Signals
9 dated events
- Bicknell Howard Hodgson (Limited Partner/Vice Chairman) no longer on Schedule A of C•••• P••••••••• L••• (listed 2023-12-22, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- Wentworth Harborne Stuart (Cfo) no longer on Schedule A of C•••• P••••••••• L••• (listed 2023-03-29, absent 2023-06-06)Jun 6, 2023 · Control person left · inference
- C•••• P••••••••• L••• reported RAUM $6.8B, up 41% from $4.8B (2023-01-13 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
- Anthony Mark Bechard (President/Coo/Limited Partner) no longer on Schedule A of C•••• P••••••••• L••• (listed 2022-06-22, absent 2023-01-13)Jan 13, 2023 · Control person left · inference
- V•••••• P•••••• R••• (President/Limited Partner) appeared on Schedule A of C•••• P••••••••• L•••Jan 13, 2023 · Control person joined · fact
- Wentworth Harborne Stuart (Cfo) appeared on Schedule A of C•••• P••••••••• L•••Mar 28, 2022 · Control person joined · fact
- D••••• A••• C••••••••• (Trustee) appeared on Schedule A of C•••• P••••••••• L•••Mar 29, 2021 · Control person joined · fact
- J•••• F•••• C••••••••• (Trustee) appeared on Schedule A of C•••• P••••••••• L•••Mar 29, 2021 · Control person joined · fact
- C•••• P••••••••• L••• reported RAUM $4.8B, up 60% from $3.0B (2020-01-15 to 2020-03-23)Mar 23, 2020 · RAUM change · derived
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/cabot-properties-inc.reportedpublic record, Form ADV, Sep 18, 2026
- Website
- C••••PROP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 617-723-7400reportedpublic record, Form ADV, Mar 30, 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
Across the graphs
C•••• P••••••••• L••• is the same institution as 1 record in Real Estate Funds.
Real 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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