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••
Legal name C• G•••• L•••
Latest filing Mar 31, 2026
First filing on the tape Mar 29, 2012 · 26 filings
SEC status approved since Oct 1, 2004
RAUM
$2.2B
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
$2.2B
derived; firm RAUM over IAPD count
Employees
21
9 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
10
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$2.2B as of Mar 31, 2026
Mar 29, 2012$382M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 31, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 1, 20130 then
Employees (5.A)21 as of Mar 31, 2026
Apr 1, 201312 then
Private funds10 as of Mar 31, 2026
Mar 29, 20127 then
RAUM -24% over the last fiscal year-10% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $2.2BderivedRAUM 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
- $221MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 21.0derivedItem 5.A over advisors
- Advisors per office
- 0.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -24%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
- $1.4B, 10 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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.2B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 10reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.4B for 10 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C•••••• W•••••• T••• | Houston, Tx | Jun 8, 2015 | 21 y | 0 |
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
19 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• P••••••• I• • P••••••• F••• •• ••••••• L••• | Private Equity Fund | $495M | 6 | Mar 29, 2019 |
| C•• P••••••• I• L••• | Private Equity Fund | $248M | 102 | Mar 29, 2019 |
| C•• P••••••• I• • C••••• L•••••• L••• | Private Equity Fund | $247M | 30 | Mar 29, 2019 |
| C•• P••••••• I•• • P••••••• F••• •• ••••••• L••• | Private Equity Fund | $168M | 2 | Mar 29, 2016 |
| C•• P••••••• I•• ••••••• L••• | Private Equity Fund | $158M | 46 | Mar 29, 2016 |
| C•••••• R•••••• P•••••••• L•••no longer reported | Private Equity Fund | $88.9M | 52 | Mar 29, 2012 |
| C•• P••••••• V• C••••• P••••••• F••• •• L• | Private Equity Fund | $77.8M | 6 | Mar 30, 2023 |
| C•• P••••••• I•• L••• | Private Equity Fund | $66.9M | 122 | Mar 29, 2016 |
| C•••••• R•••••• P••••••• I• L•••no longer reported | Private Equity Fund | $64.7M | 8 | Mar 29, 2012 |
| L••• S••• C••••• O••••••••• M••••• F••• I•no longer reported | Private Equity Fund | $43.2M | 1 | Mar 29, 2012 |
| C•• P••••••• I•• • P••••••• F••• •• L••• | Private Equity Fund | $42.5M | 18 | Mar 29, 2016 |
| C•• P••••••• V• D••••••• P••••••• F••• L• | Private Equity Fund | $27.8M | 7 | Mar 30, 2023 |
| C•• P••••••• V• C••••• P••••••• F••• L• | Private Equity Fund | $14.3M | 3 | Mar 30, 2023 |
| C•••••• R•••••• P••••••• •••••••• L•••no longer reported | Private Equity Fund | $12.4M | 3 | Mar 29, 2012 |
| P••••••• I••••••••• O••••••••• P••••••• I• L••• | Private Equity Fund | $7.1M | 102 | Apr 1, 2013 |
| C•••••• R•••••• P••••••• I• • P••••••• F••• •• ••••••• L••• | Private Equity Fund | $5.8M | 2 | Apr 1, 2013 |
| C•••••• R•••••• P••••••• I• • P••••••• F••• •• L••• | Private Equity Fund | $3.3M | 104 | Mar 29, 2012 |
| C•••••• R•••••• P••••••• I• L••• | Private Equity Fund | $1.9M | 95 | Mar 29, 2012 |
| C•••••• R•••••• P••••••• I• ••••••• L••• | Private Equity Fund | $25,337 | 22 | Mar 29, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• D••••• R• · Partnercontrolsince 01/2006 · owns less than 5%
- D•••••• L•••• C••••••••• · Partner & Chief Investment Officercontrolsince 12/2013 · owns less than 5%
- H•••••• N•••••• D••••• · Managing Partnercontrolsince 05/2018 · owns less than 5%
- L•• S••••• R• · Partnercontrolsince 01/2022 · owns less than 5%
- P•••• A•••• W• · Chief Compliance Officer & General Counselcontrolsince 08/2024 · owns less than 5%
- H•••••• N•••••• D••••• · Sole Membercontrolsince 03/2018 · owns 75% or more of C•••• L•••••
- H•••••• N•••••• D••••• · Limited Partnercontrolsince 03/2018 · owns 75% or more of C•••• C•••••• L•••
- H•••••• N•••••• D••••• · Limited Partnercontrolsince 11/2015 · owns 25% to 50% of C•••••• R•••••• H••••••• L•••
Entity owners
- C•••••• R•••••• H••••••• L••• · Limited Partnerdirect · owns 75% or more
- C•••• C•••••• L••• · General Partnerdirect · owns less than 5%
- C•••• C•••••• L••• · General Partnerindirect · owns F of C•••••• R•••••• H••••••• L•••
- C•••• L••••• · General Partnerindirect · owns F of C•••• C•••••• L•••
Related persons
Schedule D 7.A
- C•••••• R•••••• P••••••• I• • P••••••• F••• •• G• L•••investment adviserbankpooled vehicle sponsory
- C•••••• R•••••• P••••••• I• ••••••• G• L•••investment adviserbankpooled vehicle sponsory
- C•••••• R•••••• P••••••• I• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• I•• • P••••••• F••• •• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• I•• ••••••• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• I•• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• I• ••••••• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• I• G• L•••investment adviserbankpooled vehicle sponsory
- C•• P••••••• V• C••••• G• L•investment adviserbankpooled vehicle sponsory
- C•• P••••••• V• D••••••• G• L•investment adviserbankpooled vehicle sponsory
- P••••••• I••••••••• O••••••••• P••••••• I• G• L•••investment adviserbankpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- New York, NY5 employees
- Boulder, CO3 employees
What changed
consecutive filings, newest first
- Advisory employees · 11 to 9Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $0 to $1.4BMar 31, 2025 to Mar 31, 2026
- Employees · 24 to 21Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.9B to $2.2BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.9B to $2.2BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.9B to $2.2BMar 31, 2025 to Mar 31, 2026
- Accounts · 15 to 10Aug 8, 2024 to Mar 31, 2025
- Advisory employees · 9 to 11Aug 8, 2024 to Mar 31, 2025
- Pooled vehicle clients · 15 to 10Aug 8, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 8, 2024 to Mar 31, 2025
- Private funds · 15 to 10Aug 8, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.0B to $2.9BAug 8, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.0B to $2.9BAug 8, 2024 to Mar 31, 2025
- RAUM · $3.0B to $2.9BAug 8, 2024 to Mar 31, 2025
- Related adviser · true to falseAug 8, 2024 to Mar 31, 2025
- Related bank · true to falseAug 8, 2024 to Mar 31, 2025
- Related insurance company · true to falseAug 8, 2024 to Mar 31, 2025
- Advisory employees · 10 to 9Jun 14, 2023 to Mar 28, 2024
- Employees · 23 to 24Jun 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.1B to $3.0BJun 14, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $3.1B to $3.0BJun 14, 2023 to Mar 28, 2024
- RAUM · $3.1B to $3.0BJun 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $3.0B to $3.1BMar 30, 2023 to Jun 14, 2023
- Pooled vehicle RAUM · $3.0B to $3.1BMar 30, 2023 to Jun 14, 2023
- RAUM · $3.0B to $3.1BMar 30, 2023 to Jun 14, 2023
- Accounts · 12 to 15Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 13 to 10Mar 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 12 to 15Mar 30, 2022 to Mar 30, 2023
- Employees · 27 to 23Mar 30, 2022 to Mar 30, 2023
- Private funds · 12 to 15Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $3.0B to $3.0BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $3.0B to $3.0BMar 30, 2022 to Mar 30, 2023
- RAUM · $3.0B to $3.0BMar 30, 2022 to Mar 30, 2023
- Advisory employees · 14 to 13Mar 31, 2021 to Mar 30, 2022
- Discretionary RAUM · $3.2B to $3.0BMar 31, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $3.2B to $3.0BMar 31, 2021 to Mar 30, 2022
- RAUM · $3.2B to $3.0BMar 31, 2021 to Mar 30, 2022
- Advisory employees · 15 to 14Mar 30, 2020 to Mar 31, 2021
- Employees · 28 to 27Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $3.2B to $3.2BMar 30, 2020 to Mar 31, 2021
Signals
10 dated events
- W Adam Park (Chief Compliance Officer & General Counsel) appeared on Schedule A of CrgAug 8, 2024 · Control person joined · fact
- J. Andrei Dorenbaum (Partner, General Counsel & Chief Compliance Officer) no longer on Schedule A of Crg (listed 2024-03-28, absent 2024-08-08)Aug 8, 2024 · Control person left · inference
- Amour Courtney Grobe (Chief Financial Officer) no longer on Schedule A of Crg (listed 2024-03-28, absent 2024-08-08)Aug 8, 2024 · Control person left · inference
- R. Scott Li (Partner) appeared on Schedule A of CrgMar 28, 2024 · Control person joined · fact
- Peter Michael Weinmann (Partner) no longer on Schedule A of Crg (listed 2020-03-30, absent 2021-03-31)Mar 31, 2021 · Control person left · inference
- William Charles Tate (Limited Partner) no longer on Schedule A of Crg (listed 2019-04-26, absent 2020-03-30)Mar 30, 2020 · Control person left · inference
- Adam Garth Monroe (Chief Financial Officer) no longer on Schedule A of Crg (listed 2019-03-29, absent 2019-04-26)Apr 26, 2019 · Control person left · inference
- Amour Courtney Grobe (Chief Financial Officer) appeared on Schedule A of CrgApr 26, 2019 · Control person joined · fact
- Crg reported RAUM $2.9B, up 37% from $2.1B (2018-06-20 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Crg reported RAUM $2.1B, up 37% from $1.5B (2017-09-08 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
How to reach
public business contact points only, each with its source
- Website
- CRGLP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 713-209-7350reportedpublic record, Form ADV, Mar 31, 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
- $2.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026