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 Mar 31, 2026
First filing on the tape Feb 10, 2012 · 26 filings
SEC status approved since Mar 30, 2012
RAUM
$3.6B
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
47
23 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
12
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$3.6B as of Mar 31, 2026
Mar 21, 2013$385M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 21, 20130 then
Employees (5.A)47 as of Mar 31, 2026
Mar 21, 201312 then
Private funds12 as of Mar 31, 2026
Mar 21, 20132 then
RAUM -1.9% over the last fiscal year+15% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $296MderivedRAUM 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
- unknownderived2 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, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $3.6B, 12 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)
- 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.6B for 12 clientsreported
- Compensation
- % of AUMreported
- 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
16 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• • C•••••• F••• V• L• | Private Equity Fund | $804M | 70 | Mar 26, 2019 |
| C•••••• • C•••••• F••• V•••• L• | Private Equity Fund | $795M | 57 | Mar 29, 2024 |
| C•••••• • C•••••• F••• V•• L• | Private Equity Fund | $664M | 101 | Mar 29, 2024 |
| C•••••• • C•••••• F••• V••• L• | Private Equity Fund | $544M | 40 | Mar 26, 2019 |
| C•••••• • C•••••• F••• V• L• | Private Equity Fund | $386M | 78 | Mar 31, 2015 |
| C• P• A••• L• | Private Equity Fund | $356M | 60 | Mar 27, 2017 |
| C••• A••• L•no longer reported | Private Equity Fund | $180M | 59 | Mar 16, 2018 |
| C•••••• • C•••••• O•••••• F••• V• L• | Private Equity Fund | $84.9M | 7 | Mar 26, 2019 |
| C•••••• • C•••••• O•••••• F••• V••• L• | Private Equity Fund | $73.1M | 8 | Mar 26, 2019 |
| C• E•••••• C••••••••• L• | Private Equity Fund | $59.3M | 15 | Mar 29, 2024 |
| C• V••••• I•••••••• L• | Private Equity Fund | $26.2M | 3 | Mar 29, 2021 |
| C•••••• • C•••••• F•••••• F••• V• L• | Private Equity Fund | $25.7M | 26 | Mar 31, 2015 |
| C•••••• • C•••••• F••• I• L• | Private Equity Fund | $25.6M | 52 | Feb 10, 2012 |
| C•••• A••• L• | Private Equity Fund | $23.2M | 60 | Mar 26, 2019 |
| C••• S•• A•• L•no longer reported | Private Equity Fund | $3.2M | 39 | Mar 21, 2013 |
| C••• G•• A•• L•no longer reported | Private Equity Fund | $0 | 39 | Mar 28, 2014 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• B••••• C•••••• · Partnercontrolsince 06/2008 · owns 25% to 50%
- E•••••• P••••• S•••• · Partnercontrolsince 06/2008 · owns 25% to 50%
- M••••••••• S••••• A• · Chief Financial Officer/Partnercontrolsince 06/2008 · owns less than 5%
- R•••••• D••••• M•••••• · Partnercontrolsince 06/2018 · owns 5% to 10%
- C••••••• B••••• C•••••• · Managercontrolsince 06/2008 · owns 25% to 50% of C•••••• • C•••••• L••
- E•••••• P••••• S•••• · Managercontrolsince 06/2008 · owns 25% to 50% of C•••••• • C•••••• L••
- R•••••• D••••• M•••••• · Managercontrolsince 06/2008 · owns F of C•••••• • C•••••• L••
- G•••••• K•••• L• · Chief Compliance Officersince 10/2021 · owns less than 5%
Entity owners
- C•••••• • C•••••• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- C•••••• • C•••••• G• L•pooled vehicle sponsory
- C•••••• • C•••••• G• V• L•pooled vehicle sponsory
- C•••••• • C•••••• G• V• L•pooled vehicle sponsory
- C•••••• • C•••••• G• V••• L•pooled vehicle sponsory
- C•••••• • C•••••• O•••••• G• V• L•pooled vehicle sponsory
Advisers that list C•••••• • C•••••• L• as a related person
- 157050 n
Offices
Schedule D 1.F, the 25 largest
- Nashville, TN
What changed
consecutive filings, newest first
- Advisory employees · 20 to 23Sep 12, 2025 to Mar 31, 2026
- Assets in custody · $3.6B to $3.6BSep 12, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.6B to $3.6BSep 12, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.6B to $3.6BSep 12, 2025 to Mar 31, 2026
- RAUM · $3.6B to $3.6BSep 12, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 0May 8, 2025 to Sep 12, 2025
- Accounts · 13 to 12Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 21 to 20Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 13 to 12Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $3.7B to $3.6BMar 29, 2024 to Mar 31, 2025
- Employees · 48 to 47Mar 29, 2024 to Mar 31, 2025
- Private funds · 13 to 12Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $3.7B to $3.6BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $3.7B to $3.6BMar 29, 2024 to Mar 31, 2025
- RAUM · $3.7B to $3.6BMar 29, 2024 to Mar 31, 2025
- Accounts · 10 to 13Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 24 to 21Mar 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 10 to 13Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $2.3B to $3.7BMar 30, 2023 to Mar 29, 2024
- Employees · 32 to 48Mar 30, 2023 to Mar 29, 2024
- Private funds · 10 to 13Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.3B to $3.7BMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.3B to $3.7BMar 30, 2023 to Mar 29, 2024
- RAUM · $2.3B to $3.7BMar 30, 2023 to Mar 29, 2024
- Advisory employees · 20 to 24Mar 30, 2022 to Mar 30, 2023
- Assets in custody · $2.7B to $2.3BMar 30, 2022 to Mar 30, 2023
- Employees · 28 to 32Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $2.7B to $2.3BMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $2.7B to $2.3BMar 30, 2022 to Mar 30, 2023
- RAUM · $2.7B to $2.3BMar 30, 2022 to Mar 30, 2023
- Accounts · 12 to 10Oct 21, 2021 to Mar 30, 2022
- Advisory employees · 23 to 20Oct 21, 2021 to Mar 30, 2022
- Pooled vehicle clients · 12 to 10Oct 21, 2021 to Mar 30, 2022
- Assets in custody · $0 to $2.7BOct 21, 2021 to Mar 30, 2022
- Employees · 27 to 28Oct 21, 2021 to Mar 30, 2022
- Private funds · 12 to 10Oct 21, 2021 to Mar 30, 2022
- Discretionary RAUM · $2.7B to $2.7BOct 21, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $2.7B to $2.7BOct 21, 2021 to Mar 30, 2022
- RAUM · $2.7B to $2.7BOct 21, 2021 to Mar 30, 2022
- Accounts · 11 to 12Mar 24, 2020 to Mar 29, 2021
Signals
7 dated events
- C•••••• • C•••••• L• reported RAUM $3.7B, up 57% from $2.3B (2023-03-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- B••••• D•••• L••••• (Chief Compliance Officer) no longer on Schedule A of C•••••• • C•••••• L• (listed 2021-03-29, absent 2021-10-21)Oct 21, 2021 · Control person left · inference
- Jon Merrick Axel (Partner) no longer on Schedule A of C•••••• • C•••••• L• (listed 2021-03-29, absent 2021-10-21)Oct 21, 2021 · Control person left · inference
- C•••••• • C•••••• L• reported RAUM $2.7B, up 25% from $2.1B (2020-03-24 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- C•••••• • C•••••• L• reported RAUM $2.1B, up 90% from $1.1B (2018-03-16 to 2019-03-26)Mar 26, 2019 · RAUM change · derived
- Jon Merrick Axel (Partner) appeared on Schedule A of C•••••• • C•••••• L•Mar 26, 2019 · Control person joined · fact
- Michael D•••• Rogero (Partner) appeared on Schedule A of C•••••• • C•••••• L•Mar 26, 2019 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
- C•••••• • C•••••• L• · Independent Sponsorsshared crd · capital_provider
- C•••••• • C•••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cressey-and-companyreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C••••••CO.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-945-5700reportedpublic 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026