DFX Intelligence

RIA Intelligence

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SEC-registered adviser

C•••• A•••• M••••••••• L••

Other adviserCRD 156131SEC 801-72215website IAPD

Latest filing Jan 17, 2026

First filing on the tape Mar 28, 2012 · 28 filings

SEC status approved since Mar 10, 2011

RAUM

$1.8B

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

19%

$346M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

1 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

28 filings and snapshots on the tape

RAUM$1.8B as of Jan 17, 2026

Mar 28, 2012$299M then

HNW client RAUM$346M as of Jan 17, 2026

Jan 10, 2018$242M then

State-registered IARs (5.B.3)0 as of Jan 17, 2026

Mar 28, 20120 then

Employees (5.A)1 as of Jan 17, 2026

Jan 23, 20131 then

Private funds1 as of Jan 17, 2026

Mar 28, 20121 then

RAUM +29% over the last fiscal year+17% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jan 17, 2026; every figure names its basis

Archetypes, each a printed rule

Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent

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: $9.6MderivedHNW RAUM over HNW clients
Average account: $28.9MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 67%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: unknownderivedItem 5.A over advisors
Advisors per office: unknownderived1 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, fixed fees, performance-basedreportedItem 5.E
Advisory activities: portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody: $251M, 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)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Insurance companies$1.0B57%
High-net-worth individuals$346M19%
Pooled investment vehicles$251M14%
Charitable organizations$178M9.7%

Individual clients: n/areported
HNW clients: 36reported
Pension plan clients: n/areported
Charitable clients: 6reported
Accounts: 63reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $251M for 1 clientsreported
Compensation: % of AUM, fixed, performancereported
Class basis: private_client_share=0.19 fund_share=0.14 institutional_share=0.67 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

Every departure Every arrival

Private funds

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

Fund	Type	Gross assets	Owners	First reported
C•••• P•••••••• L•	Hedge Fund	$188M	27	Mar 28, 2012

Owners and control persons

Schedule A and B, latest filing

P••••••• J•••••• S••••• · Chief Compliance Officercontrol
since 03/2001 · owns 50% to 75%
P••••••• G••••••• S••••• · Member
since 05/2005 · owns 5% to 10%
P••••••• H••••••• C•••••• · Member
since 04/2007 · owns 5% to 10%
P••••••• M•••••••• G•••• · Member
since 03/2001 · owns 5% to 10%
P••••••• R••••• G•••• · Member
since 03/2009 · owns 5% to 10%
P••••••• T••••• F•••••••• · Member
since 05/2005 · owns 5% to 10%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

unusually large average HNW clientStatic outlier · filing Jan 17, 2026
HNW RAUM per HNW client of $9,614,887 against a peer median of $2,743,240 (60 comparable advisers, 98.0th percentile, 3.8 robust deviations)
peers: other advisers, $1B to $5B (60) · 98% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 45 to 63
Jan 28, 2025 to Jan 17, 2026
Assets in custody · $219M to $251M
Jan 28, 2025 to Jan 17, 2026
Discretionary RAUM · $1.3B to $1.8B
Jan 28, 2025 to Jan 17, 2026
HNW RAUM · $240M to $346M
Jan 28, 2025 to Jan 17, 2026
Non-discretionary RAUM · $105M to $0
Jan 28, 2025 to Jan 17, 2026
Pooled vehicle RAUM · $219M to $251M
Jan 28, 2025 to Jan 17, 2026
RAUM · $1.4B to $1.8B
Jan 28, 2025 to Jan 17, 2026
Accounts · 44 to 45
Jun 6, 2024 to Jan 28, 2025
Assets in custody · $188M to $219M
Jun 6, 2024 to Jan 28, 2025
Financial planning clients · unset to
Jun 6, 2024 to Jan 28, 2025
HQ city · unset to
Jun 6, 2024 to Jan 28, 2025
HQ state · unset to
Jun 6, 2024 to Jan 28, 2025
Discretionary RAUM · $1.2B to $1.3B
Jun 6, 2024 to Jan 28, 2025
HNW RAUM · $218M to $240M
Jun 6, 2024 to Jan 28, 2025
Non-discretionary RAUM · $95.8M to $105M
Jun 6, 2024 to Jan 28, 2025
Pooled vehicle RAUM · $188M to $219M
Jun 6, 2024 to Jan 28, 2025
RAUM · $1.3B to $1.4B
Jun 6, 2024 to Jan 28, 2025
Discretionary RAUM · $1.3B to $1.2B
Jan 10, 2024 to Jun 6, 2024
HNW RAUM · $219M to $218M
Jan 10, 2024 to Jun 6, 2024
Non-discretionary RAUM · $0 to $95.8M
Jan 10, 2024 to Jun 6, 2024
Pooled vehicle RAUM · $188M to $188M
Jan 10, 2024 to Jun 6, 2024
RAUM · $1.3B to $1.3B
Jan 10, 2024 to Jun 6, 2024
Assets in custody · $168M to $188M
Jan 21, 2023 to Jan 8, 2024
Discretionary RAUM · $1.1B to $1.3B
Jan 21, 2023 to Jan 8, 2024
HNW RAUM · $197M to $219M
Jan 21, 2023 to Jan 8, 2024
Pooled vehicle RAUM · $168M to $188M
Jan 21, 2023 to Jan 8, 2024
RAUM · $1.1B to $1.3B
Jan 21, 2023 to Jan 8, 2024
Assets in custody · unset to 167906800.0
Sep 30, 2022 to Jan 19, 2023
Custody of client assets · false to true
Sep 30, 2022 to Jan 19, 2023
Discretionary RAUM · $1.4B to $1.1B
Sep 30, 2022 to Jan 19, 2023
HNW RAUM · $217M to $197M
Sep 30, 2022 to Jan 19, 2023
Pooled vehicle RAUM · $202M to $168M
Sep 30, 2022 to Jan 19, 2023
RAUM · $1.4B to $1.1B
Sep 30, 2022 to Jan 19, 2023
Accounts · 43 to 44
Feb 7, 2021 to Jan 29, 2022
Charity clients · 5 to 6
Feb 7, 2021 to Jan 29, 2022
Assets in custody · 159966507.0 to unset
Feb 7, 2021 to Jan 29, 2022
Custody of client assets · true to false
Feb 7, 2021 to Jan 29, 2022
HQ city · ATLANTA to unset
Feb 7, 2021 to Jan 29, 2022
HQ state · GA to unset
Feb 7, 2021 to Jan 29, 2022
Other offices · 1 to 0
Feb 7, 2021 to Jan 29, 2022

Signals

2 dated events

C•••• A•••• M••••••••• L•• reported RAUM $1.8B, up 29% from $1.4B (2025-01-28 to 2026-01-17)
Jan 17, 2026 · RAUM change · derived
C•••• A•••• M••••••••• L•• reported RAUM $1.3B, up 34% from $1.0B (2017-09-22 to 2018-01-10)
Jan 10, 2018 · 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

Website: C••••PARTNERS.COMreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 404-229-4671reportedpublic record, Form ADV, Jan 17, 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: Other adviserderiveda 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