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.

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.

SEC-registered adviser

C••••••• C•••••• M••••••••• L•••

Asset manager (funds and pooled vehicles)New York, New YorkCRD 152175SEC 801-70989website IAPD

Latest filing Aug 26, 2026

First filing on the tape Mar 30, 2012 · 80 filings

SEC status approved since Jan 21, 2010

RAUM

$92B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$31B

derived; firm RAUM over IAPD count

Employees

936

216 advisory (5.B.1)

Offices

beyond the principal office

Private funds

178

reported on Schedule D

History

80 filings and snapshots on the tape

RAUM$92B as of Aug 26, 2026

Mar 30, 2012$40B then

HNW client RAUM: no history

State-registered IARs (5.B.3)3 as of Aug 26, 2026

Mar 30, 20120 then

Employees (5.A)936 as of Aug 26, 2026

Mar 27, 2013349 then

Private funds178 as of Aug 26, 2026

Mar 30, 201233 then

RAUM +7.8% over the last fiscal year+3.9% a year over threeIARs 3 to 3

Practice profile

derived from the filing of Aug 26, 2026; every figure names its basis

RAUM per advisor: $31BderivedRAUM 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: $360MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 312.0derivedItem 5.A over advisors
Advisors per office: 0.3derived11 offices incl. principal (1.F.5)
RAUM growth, one year: +7.8%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, performance-basedreportedItem 5.E
Advisory activities: portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $87B, 250 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)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)
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)
marketing includes testimonials (5.L.1.c)
marketing includes hypothetical performance (5.L.3)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$86B100%

Individual clients: 0reported
HNW clients: 0reported
Pension plan clients: 0reported
Charitable clients: 0reported
Accounts: 257reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $87B for 250 clientsreported
Compensation: % of AUM, performancereported
Class basis: private_client_share=0.0 fund_share=0.93 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived

Advisors registered through the firm

3 on IAPD today, longest tenure first

Name	Branch	Here since	In industry
K•••• F•••••• C••••	New York, Ny	Mar 29, 2022	28 y
P••• V••• C•••••	Fort Worth, Tx	Oct 9, 2024	12 y
B•••• A••• L•••••	Fort Worth, Tx	Jun 17, 2025	27 y

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

Every departure Every arrival

Private funds

200 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
C••••••• G••••• R••••••••• L••• S••••••• F•••• L•••	Hedge Fund	$4.9B	83	Feb 25, 2019
C••••••• I••••••••• P••••••• V•• L•••	Hedge Fund	$4.8B	304	Nov 20, 2015
S•••••• P•••••• C••••• O••••••••• F•••• L••	Hedge Fund	$4.0B	4	Feb 26, 2013
C••••••• I••••••••• R••• E••••• P••••••• V• L•••	Hedge Fund	$3.1B	94	May 18, 2020
S•••••• F••• L•	Hedge Fund	$3.0B	31	Jul 24, 2013
C••••••• G••••• N•• F•••• L•••	Hedge Fund	$3.0B	389	Nov 13, 2018
C••••••• S•• O••••••••• Q• P•••••••• L•••	Hedge Fund	$2.2B	9	Feb 24, 2021
C••••••• R•••••• L•••••• L••• O••••••••• F••• A• L•••	Hedge Fund	$2.0B	5	Mar 31, 2017
C••••••• G••••• R••••••••• M••••••• O••••••••• F•••• L•••	Hedge Fund	$2.0B	91	Mar 30, 2012
C••••••• O••••••• L•••••• L••• O••••••••• M••••• F••• I•• L•••	Hedge Fund	$2.0B	85	Feb 13, 2020
C••••••• R•••••• L•••••• L••• O••••••••• F••• B• L•••	Hedge Fund	$2.0B	7	Mar 31, 2017
C••••••• I••••••••• R••• E••••• P••••••• V•• L•••	Hedge Fund	$1.7B	66	Aug 18, 2022
C••••••• I••••••••• R••• E••••• P••••••• I•• L•••	Hedge Fund	$1.6B	83	Feb 23, 2016
C••••••• C••••••••• G••• F••• I•• L•••	Hedge Fund	$1.6B	7	May 26, 2023
C••••••• P•••• L•••••• L••• O••••••••• F•••• L•••	Hedge Fund	$1.5B	6	Feb 23, 2016
C••••••• S••••• C•••• F•••• L•••	Hedge Fund	$1.5B	223	May 24, 2022
C••••••• 2• R• F•••• L•••	Hedge Fund	$1.3B	68	Aug 20, 2020
C••••••• C••• P••••••• F•••• L•••	Hedge Fund	$1.3B	17	Feb 24, 2021
K••••••• F•••• L•	Hedge Fund	$1.3B	2	May 18, 2020
C••••••• C•• L•••••• L••• O••••••••• M••••• F•••• L•••	Hedge Fund	$1.3B	14	Nov 5, 2019
C••••••• 2••• L••• O••••••••• F•••• L•••	Hedge Fund	$1.3B	2	Nov 19, 2020
C••••••• I••••••••• P••••••• V• L•••	Hedge Fund	$1.2B	176	Mar 30, 2012
C••••••• R• F•••• L•••	Hedge Fund	$1.2B	73	Aug 14, 2019
C••••••• L•••••• L••• O••••••••• F••• I•• L•••	Hedge Fund	$1.1B	145	Aug 14, 2019
C••••••• A••• F•••••• L••no longer reported	Hedge Fund	$1.1B	1	Mar 27, 2013
C••••••• L•••••• L••• O••••••••• F••• V• L•••	Hedge Fund	$1.1B	72	Feb 17, 2023
C••••••• N• C••••• O••••••••• F•••• L•••	Hedge Fund	$1.1B	5	Aug 28, 2012
C••••••• G••••• N•• F••• I•• L•••	Hedge Fund	$1.0B	103	May 26, 2023
C••••••• 1• R• F•••• L•••	Hedge Fund	$986M	111	Aug 22, 2017
C••••••• F••• L•••••• L••• O••••••••• F•••• L•••	Hedge Fund	$961M	4	Feb 23, 2017
C••••••• S•••••••• C••••• F•••• L••	Hedge Fund	$933M	2	Jul 25, 2018
C••••••• I••••••••• P••••••• V••• L•••	Hedge Fund	$933M	96	Aug 2, 2021
C••••••• 2••• D••••• L•••••• C••• 1• P•	Hedge Fund	$894M	7	May 24, 2022
C••••••• G••••• N•• F••• A•• I•• L•••	Hedge Fund	$884M	390	May 26, 2021
C••••••• G••••• P•••••• E••••• P•••••••• L•••	Hedge Fund	$797M	112	May 22, 2019
A••••• F•••••• L••no longer reported	Hedge Fund	$797M	1	Mar 30, 2012
C••••••• I••••••••• I• M••••• F•••• L•••	Hedge Fund	$788M	36	Mar 30, 2012
C••••••• R••• E••••• D••• F•••• L•••	Hedge Fund	$765M	32	May 18, 2020
C••••••• C••• O••••••••• F•••• L•••	Hedge Fund	$763M	7	Feb 18, 2014
C••••••• O••••••• L•••••• I••• L•••no longer reported	Hedge Fund	$751M	2	Feb 23, 2017

All funds of C••••••• C•••••• M••••••••• L•••

Owners and control persons

Schedule A and B, latest filing

B•••••••• A••••••••• D•••• · S••••• Managing D•••••Or, General Counselcontrol
since 01/2018 · owns less than 5%
B••••• F••••• W•••••• · S••••• Managing D•••••Or And Co-Chief Executive Officercontrol
since 04/2018 · owns less than 5%
F•••••••• S••••••• A••••• · S••••• Managing D•••••Or, Co-Founder And Co-Chief Executive Officer And L•••••• Partnercontrol
since 04/2018 · owns 25% to 50%
K•••••• A•••••• I•••• · S••••• Managing D•••••Or, Global Chief Compliance Officer, S••••• Legal Officercontrol
since 03/2007 · owns less than 5%
N•••••••• M•••• A••• · S••••• Managing D•••••Or, Chief Operating Officer And S••••• Legal Officercontrol
since 03/1998 · owns less than 5%
O••••••• D•••••• · S••••• Managing D•••••Or And Chief Financial Officercontrol
since 09/2023 · owns less than 5%
P••••••• S•••• P•••••• · S••••• Managing D•••••Or, Chief Administrative Officer And S••••• Legal Officercontrol
since 01/1994 · owns less than 5%
S•••• J•••• W•••••• · Chairman And S••••• Managing D•••••Orcontrol
since 01/2007 · owns less than 5%
F•••••••• S••••••• A••••• · Sole Shareholder, D•••••Or And Presidentcontrol
since 04/1996 · owns 75% or more of C•••• C••••• I•••

Entity owners

C•••• C•••• G•• L•• · General Partner
direct · owns 75% or more
C•••• C••••• I••• · Sole M•••••
indirect · owns 75% or more of C•••• C•••• G•• L••

Related persons

Schedule D 7.A

2•• C••••• F•••••• C•••• A• M••••••• L••
investment adviserpooled vehicle sponsorn
A••••• C•••• A• M•••••• L••
investment adviserpooled vehicle sponsorn
B•••••••• G•• L•••••
investment adviserpooled vehicle sponsorn
C•• S••••• L••• F••• A• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• 1• R• A••••••••• I•• L•••
investment adviserbankpooled vehicle sponsorn
C••••••• 1••• A••••••••• L••
investment adviserbankpooled vehicle sponsorn
C••••••• 2• R• A••••••••• L•••
investment adviserbankpooled vehicle sponsorn
C••••••• 2••• L••• O••••••••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• 9••• L•••••• O••••••••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• A•• G•• L••
investment adviserpooled vehicle sponsorn
C••••••• A••••••••• C••••• O••••••••• A••••••••• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• A•••• L•••••• O••••••••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• A•• L••• O••••••••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• A••• C••••• O••••••••• M••••••• L••
investment adviserbankpooled vehicle sponsorn
C••••••• A••••••••• I•• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• A••••••••• I•• L•••
investment adviserbankpooled vehicle sponsorn
C••••••• A••••••••• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• A•• L•••••• O••••••••• M••••• F••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• A•• S• L•••••• O••••••••• M••••• F••• G•• L••
investment adviserpooled vehicle sponsorn
C••••••• C•• L•••••• O••••••••• G•• L••
investment adviserbankpooled vehicle sponsorn
C••••••• C•• I•• A••••••••• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• C•• S•••••••• P••••••• G•• L•••••
investment adviserpooled vehicle sponsorn
C••••••• C••••••• G•• L•••••
investment adviserpooled vehicle sponsorn
C••••••• C••••••• G•• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• C•••••••• C••••• G•• L••
investment adviserpooled vehicle sponsorn
C••••••• C• D••••••••• G•• L•••
investment adviserbankpooled vehicle sponsorn
C••••••• C••••••••• G••• I• G•• L•••
investment adviserbankpooled vehicle sponsorn
C••••••• C•••• G•• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• C••• A••••••••• B• L•••••
investment adviserbankpooled vehicle sponsorn
C••••••• C••• A••••••••• L•••••
investment adviserbankpooled vehicle sponsorn

Advisers that list C••••••• C•••••• M••••••••• L••• as a related person

168018 y

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Fort Worth, Tx	3	0	0

Offices

Schedule D 1.F, the 25 largest

Los Angeles, CA15 employees
Miami, FL9 employees
Amsterdam, Netherlands7 employees
Fort Worth, TX3 employees
Arlington, VA3 employees
San F••••••Co, CA3 employees
Chicago, IL2 employees
Palo Alto, CA1 employees

What changed

consecutive filings, newest first

Private funds · 174 to 178
May 13, 2026 to Aug 26, 2026
Private funds · 172 to 174
Mar 30, 2026 to May 13, 2026
Accounts · 296 to 257
Feb 20, 2026 to Mar 30, 2026
Advisory employees · 273 to 216
Feb 20, 2026 to Mar 30, 2026
Pooled vehicle clients · 289 to 249
Feb 20, 2026 to Mar 30, 2026
Assets in custody · $84B to $87B
Feb 20, 2026 to Mar 30, 2026
Employees · 952 to 936
Feb 20, 2026 to Mar 30, 2026
Private funds · 215 to 172
Feb 20, 2026 to Mar 30, 2026
Discretionary RAUM · $86B to $92B
Feb 20, 2026 to Mar 30, 2026
Pooled vehicle RAUM · $84B to $86B
Feb 20, 2026 to Mar 30, 2026
RAUM · $86B to $92B
Feb 20, 2026 to Mar 30, 2026
Private funds · 208 to 215
Nov 25, 2025 to Feb 20, 2026
Private funds · 203 to 208
Jun 3, 2025 to Nov 25, 2025
Financial planning clients · unset to
May 20, 2025 to Jun 3, 2025
Private funds · 200 to 203
Apr 21, 2025 to May 20, 2025
Accounts · 272 to 296
Feb 19, 2025 to Apr 21, 2025
Advisory employees · 262 to 273
Feb 19, 2025 to Apr 21, 2025
Pooled vehicle clients · 265 to 289
Feb 19, 2025 to Apr 21, 2025
Assets in custody · $87B to $84B
Feb 19, 2025 to Apr 21, 2025
Employees · 936 to 952
Feb 19, 2025 to Apr 21, 2025
State-registered IARs · 2 to 3
Feb 19, 2025 to Apr 21, 2025
Other offices · 9 to 10
Feb 19, 2025 to Apr 21, 2025
Private funds · 208 to 200
Feb 19, 2025 to Apr 21, 2025
Discretionary RAUM · $88B to $86B
Feb 19, 2025 to Apr 21, 2025
Pooled vehicle RAUM · $87B to $84B
Feb 19, 2025 to Apr 21, 2025
RAUM · $88B to $86B
Feb 19, 2025 to Apr 21, 2025
Private funds · 203 to 208
Dec 23, 2024 to Feb 19, 2025
Private funds · 200 to 203
Aug 23, 2024 to Nov 13, 2024
Private funds · 191 to 200
May 23, 2024 to Aug 23, 2024
Private funds · 186 to 191
Mar 28, 2024 to May 23, 2024
Accounts · 176 to 272
Feb 7, 2024 to Mar 28, 2024
Advisory employees · 263 to 262
Feb 7, 2024 to Mar 28, 2024
Pooled vehicle clients · 175 to 265
Feb 7, 2024 to Mar 28, 2024
Assets in custody · $72B to $87B
Feb 7, 2024 to Mar 28, 2024
Employees · 855 to 936
Feb 7, 2024 to Mar 28, 2024
State-registered IARs · 0 to 2
Feb 7, 2024 to Mar 28, 2024
Other offices · 8 to 9
Feb 7, 2024 to Mar 28, 2024
Private funds · 185 to 186
Feb 7, 2024 to Mar 28, 2024
Discretionary RAUM · $82B to $88B
Feb 7, 2024 to Mar 28, 2024
Pooled vehicle RAUM · $81B to $87B
Feb 7, 2024 to Mar 28, 2024

Signals

24 dated events

Lawrence Jeffrey Lomasky (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Danforth James Quayle (Senior Managing Director, Chairman Of Cerberus Global Investments, Llc) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Robert Davenport (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Scott Lee Millstein (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Elias Daniel Wolf (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Khalilzad A•••••••• Benard (Senior Managing Director Of Sgi Frontier Capital Pte Ltd.) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
D•••• G•••••• G••••••• S•••••• (Senior Managing Director Of Sgi Frontier Capital Pte Ltd.) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Gim Tan Hong (Director Of Sgi Frontier Capital Pte Ltd.) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Francis Michael Sanford (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Brook Joshua Weintraub (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2024-02-07, absent 2024-03-28)
Mar 28, 2024 · Control person left · inference
Lee Gregory Powell (Senior Managing Director And Co-Chief Chief Financial Officer) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2023-08-22, absent 2023-10-10)
Oct 10, 2023 · Control person left · inference
Deirdre Oconnor (Senior Managing Director And Chief Financial Officer) appeared on Schedule A of C••••••• C•••••• M••••••••• L•••
Oct 10, 2023 · Control person joined · fact
C••••••• C•••••• M••••••••• L••• reported 8 offices beyond its principal office, up from 0 (2023-02-17 to 2023-03-31)
Mar 31, 2023 · Office count change · derived
Lee Gregory Powell (Senior Managing Director And Co-Chief Chief Financial Officer) appeared on Schedule A of C••••••• C•••••• M••••••••• L•••
Mar 31, 2023 · Control person joined · fact
Francis Michael Sanford (Senior Managing Director) appeared on Schedule A of C••••••• C•••••• M••••••••• L•••
Mar 31, 2023 · Control person joined · fact
Brook Joshua Weintraub (Senior Managing Director) appeared on Schedule A of C••••••• C•••••• M••••••••• L•••
Mar 31, 2023 · Control person joined · fact
Brett William Ingersoll (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2023-02-17, absent 2023-03-31)
Mar 31, 2023 · Control person left · inference
Lee William Richter (Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2022-05-24, absent 2022-07-27)
Jul 27, 2022 · Control person left · inference
Jerome Harold Greenberg (Trustee) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2022-05-24, absent 2022-07-27)
Jul 27, 2022 · Control person left · inference
Charles Harry Steinmetz (Trustee) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2022-05-24, absent 2022-07-27)
Jul 27, 2022 · Control person left · inference
Joseph Ari Richter (Trustee) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2022-05-24, absent 2022-07-27)
Jul 27, 2022 · Control person left · inference
Billy Lenard Tessler (Vice Chairman And Senior Managing Director) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2021-02-24, absent 2021-03-31)
Mar 31, 2021 · Control person left · inference
Ethan Matthew Zames (President) no longer on Schedule A of C••••••• C•••••• M••••••••• L••• (listed 2021-02-24, absent 2021-03-31)
Mar 31, 2021 · Control person left · inference
C••••••• C•••••• M••••••••• L••• reported 0 offices beyond its principal office, down from 10 (2018-02-16 to 2018-03-30)
Mar 30, 2018 · Office count change · derived

Across DFX

shared identifiers only, never a name match

C••••••• C•••••• M••••••••• L••• · Independent Sponsors
shared crd · capital_provider
C••••••• C•••••• M••••••••• L••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/cerberus-venturesreportedpublic record, Form ADV, Sep 18, 2026
Website: cerberus-ventures.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 212-891-2100reportedpublic record, Form ADV, Aug 26, 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: $31Bderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026