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•••• S••••• C••••••
Legal name C•••• S••••• C•••••• M••••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Feb 14, 2012 · 30 filings
SEC status approved since Mar 20, 2012
RAUM
$10B
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
61
40 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
35
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$10B as of Mar 31, 2026
Mar 27, 2013$6.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)61 as of Mar 31, 2026
Mar 27, 201329 then
Private funds35 as of Mar 31, 2026
Mar 27, 201318 then
RAUM +4.4% over the last fiscal year+11% 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
- $306MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +4.4%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
- $10B, 33 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)
- 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$10B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 33reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $10B for 33 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
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
39 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••• S••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $1.5B | 66 | Jun 13, 2018 |
| C•••• S••••• C•••••• P••••••• I••• L••• | Private Equity Fund | $1.3B | 83 | Feb 14, 2012 |
| C•••• S••••• C•••••• P••••••• ••••••••• I••• L••• | Private Equity Fund | $1.2B | 82 | Feb 14, 2012 |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $1.2B | 59 | Jun 13, 2018 |
| C•••• S••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $880M | 5 | Jun 13, 2018 |
| C•• L••••• H•••••••• L• | Private Equity Fund | $277M | 34 | Mar 31, 2022 |
| C•••• S••••• C•••••• P••••••• I••••• L••• | Private Equity Fund | $221M | 5 | Feb 14, 2012 |
| C•• F•••••• C••••••••• L••no longer reported | Private Equity Fund | $172M | 6 | Mar 27, 2013 |
| C•• F••••• H•••••••• L• | Private Equity Fund | $148M | 13 | Mar 31, 2023 |
| C•• P••••••• G•••• C••••••••• L•• | Private Equity Fund | $137M | 3 | Mar 29, 2018 |
| C•• M•••••••• C••••••••• L••no longer reported | Private Equity Fund | $128M | 1 | Mar 27, 2013 |
| C•• B••••• L•••• H•••••••• L••• | Private Equity Fund | $127M | 12 | Mar 27, 2024 |
| C•• C•• H•••••••• L•••no longer reported | Private Equity Fund | $124M | 5 | Mar 28, 2020 |
| C•• A••• C••••••••• L• | Private Equity Fund | $117M | 6 | Mar 31, 2022 |
| C•• A•• H•••••••• L• | Private Equity Fund | $90.7M | 13 | Mar 31, 2022 |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $89.1M | 68 | Jun 13, 2018 |
| C•••• S••••• C•••••• P••••••• I•• L••• | Private Equity Fund | $87.7M | 93 | Feb 14, 2012 |
| C•• T• H•••••••• L••• | Private Equity Fund | $86.3M | 9 | Mar 27, 2024 |
| C•• K••••• C••••••••• L••no longer reported | Private Equity Fund | $64.3M | 11 | Mar 31, 2014 |
| C•• C••••••• H•••••••• L• | Private Equity Fund | $57.3M | 10 | Mar 31, 2022 |
| C•• C••••••• S•••••• H•••••• C••••••••• L••no longer reported | Private Equity Fund | $57.1M | 3 | Mar 27, 2013 |
| C•••• S••••• C•••••• P••••••• ••••••••• I••• L••• | Private Equity Fund | $44.0M | 65 | Mar 27, 2013 |
| C•• I• H•••••••• L• | Private Equity Fund | $41.3M | 6 | Mar 31, 2022 |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $40.2M | 56 | Feb 14, 2012 |
| C•••• S••••• C•••••• P••••••• I•••• L••• | Private Equity Fund | $24.0M | 4 | Feb 14, 2012 |
| I••• D••• H•••••••• L••no longer reported | Private Equity Fund | $19.7M | 3 | Mar 27, 2013 |
| C•• S••••••• H•••••••• L••• | Private Equity Fund | $19.5M | 8 | Mar 28, 2020 |
| C•• D••• C••••••••• L••no longer reported | Private Equity Fund | $13.5M | 11 | Mar 31, 2014 |
| C•••• S••••• C•••••• P••••••• ••••••••• I•• L••• | Private Equity Fund | $1.5M | 36 | Feb 14, 2012 |
| C•• S••••••• H••••••• I•••••• | Private Equity Fund | $1.5M | 8 | Mar 30, 2021 |
| P••• A••••• P••••• L••no longer reported | Private Equity Fund | $1.4M | 7 | Mar 27, 2013 |
| M•• P•••••••• S•••••••• L•no longer reported | Private Equity Fund | $186,848 | 3 | Mar 31, 2022 |
| C•• I•••••• C••••••••• L•• | Private Equity Fund | $154,947 | 7 | Mar 29, 2016 |
| C•••• S••••• C•••••• P•••••••• L•••no longer reported | Private Equity Fund | $103,052 | 67 | Feb 14, 2012 |
| C•• S•• F••• L••no longer reported | Private Equity Fund | $14,214 | 3 | Feb 14, 2012 |
| C•• E•••••••• F••• L••no longer reported | Private Equity Fund | $13,917 | 10 | Mar 31, 2014 |
| C• L••••••••• P••••••••• L•no longer reported | Private Equity Fund | $10,000 | 12 | Mar 27, 2013 |
| C•• E•••••••• H•••••••• L•• | Private Equity Fund | $0 | 5 | Mar 27, 2013 |
| C•• W••• C••••••••• L••no longer reported | Private Equity Fund | $0 | 0 | Mar 27, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• C••••••••• D•••• · Managing Partnercontrolsince 04/2016 · owns 10% to 25%
- D••••••• M••••••• A••••• · Managing Partnercontrolsince 06/2008 · owns less than 5%
- H•••••• I••• D•••••• · Managing Partnercontrolsince 05/2008 · owns 10% to 25%
- M••••••••• T•••••• F•••••• · Managing Partnercontrolsince 07/2006 · owns 10% to 25%
- N•••••• D••••• Q••••••••• · Managing Partnercontrolsince 01/2021 · owns 10% to 25%
- S••••••••• J•••••• M•••••• · Managing Partnercontrolsince 07/2006 · owns 10% to 25%
- T•••••• D••••• F••••• · Managing Partnercontrolsince 07/2006 · owns less than 5%
- V••••• J••••••• F••••• · Managing Partnercontrolsince 01/2021 · owns 10% to 25%
- W••••• J•••• D•••• · Managing Partnercontrolsince 05/2008 · owns 10% to 25%
- W••••• K••••• A••••• · Managing Partnercontrolsince 01/2023 · owns 10% to 25%
- B•••••• C••••••••• D•••• · Managing Membercontrolsince 04/2016 · owns F of C•• G•• L••
- D••••••• M••••••• A••••• · Managing Membercontrolsince 07/2006 · owns F of M•• C•• L••
- D••••••• M••••••• A••••• · Managing Membercontrolsince 07/2006 · owns F of C•• G•• L••
- H•••••• I••• D•••••• · Managing Membercontrolsince 05/2008 · owns F of C•• G•• L••
- M••••••••• T•••••• F•••••• · Managing Membercontrolsince 07/2006 · owns F of C•• G•• L••
- N•••••• D••••• Q••••••••• · Managing Membercontrolsince 01/2021 · owns F of C•• G•• L••
- S••••••••• J•••••• M•••••• · Managing Membercontrolsince 07/2006 · owns F of C•• G•• L••
- T•••••• D••••• F••••• · Managing Membercontrolsince 07/2006 · owns F of C•• G•• L••
- T•••••• D••••• F••••• · Managing Membercontrolsince 07/2006 · owns F of D• C••• L••
- V••••• J••••••• F••••• · Managing Membercontrolsince 01/2021 · owns F of C•• G•• L••
- W••••• J•••• D•••• · Managing Membercontrolsince 05/2008 · owns F of C•• G•• L••
- W••••• K••••• A••••• · Managing Membercontrolsince 01/2023 · owns F of C•• G•• L••
- A••• J••••••• H••••• · Chief Compliance Officer And Chief Financial Officer, C•••• S••••• C•••••• Management, L.P.since 07/2024 · owns less than 5%
Entity owners
- C•• G•• L•• · General Partner, C•••• S••••• C•••••• Management, L.P.direct · owns less than 5%
- D• C••• L•• · LP, C•••• S••••• C•••••• Management, L.P.direct · owns 10% to 25%
- M•• C•• L•• · LP, C•••• S••••• C•••••• M••••••••• L•direct · owns 10% to 25%
Related persons
Schedule D 7.A
- C•••• S••••• C•••••• G• I••• L••pooled vehicle sponsorn
- C•••• S••••• C•••••• G• I•• L•pooled vehicle sponsorn
- C•••• S••••• C•••••• G• L••pooled vehicle sponsorn
- C•••• S••••• C•••••• G• V• L•••pooled vehicle sponsorn
- C•••• S••••• C•••••• M••••••••• L•pooled vehicle sponsorn
- C•••• S••••• C•••••• M•••••• I••• L•pooled vehicle sponsorn
- C•••• S••••• C•••••• M•••••• I••••••pooled vehicle sponsorn
- C•• G• I••• L••pooled vehicle sponsorn
- C•• G• I•• L••pooled vehicle sponsorn
- C•• G• V• L••pooled vehicle sponsorn
- C•• G•• L••pooled vehicle sponsorn
- C•• M•••••• G•• L••pooled vehicle sponsorn
- C•• M••••••• L•••pooled vehicle sponsorn
- C•• S••••••••• S•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 30 to 33Apr 24, 2025 to Mar 31, 2026
- Advisory employees · 42 to 40Apr 24, 2025 to Mar 31, 2026
- Pooled vehicle clients · 30 to 33Apr 24, 2025 to Mar 31, 2026
- Assets in custody · $9.7B to $10BApr 24, 2025 to Mar 31, 2026
- Employees · 63 to 61Apr 24, 2025 to Mar 31, 2026
- Private funds · 31 to 35Apr 24, 2025 to Mar 31, 2026
- Discretionary RAUM · $9.7B to $10BApr 24, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $9.7B to $10BApr 24, 2025 to Mar 31, 2026
- RAUM · $9.7B to $10BApr 24, 2025 to Mar 31, 2026
- Accounts · 25 to 30Jul 2, 2024 to Apr 24, 2025
- Advisory employees · 40 to 42Jul 2, 2024 to Apr 24, 2025
- Pooled vehicle clients · 25 to 30Jul 2, 2024 to Apr 24, 2025
- Assets in custody · $7.7B to $9.7BJul 2, 2024 to Apr 24, 2025
- Employees · 58 to 63Jul 2, 2024 to Apr 24, 2025
- Financial planning clients · unset to Jul 2, 2024 to Apr 24, 2025
- Private funds · 25 to 31Jul 2, 2024 to Apr 24, 2025
- Discretionary RAUM · $7.7B to $9.7BJul 2, 2024 to Apr 24, 2025
- Pooled vehicle RAUM · $7.7B to $9.7BJul 2, 2024 to Apr 24, 2025
- RAUM · $7.7B to $9.7BJul 2, 2024 to Apr 24, 2025
- Related adviser · true to falseJul 2, 2024 to Apr 24, 2025
- Accounts · 24 to 25Mar 31, 2023 to Mar 27, 2024
- Advisory employees · 37 to 40Mar 31, 2023 to Mar 27, 2024
- Pooled vehicle clients · 24 to 25Mar 31, 2023 to Mar 27, 2024
- Assets in custody · $7.4B to $7.7BMar 31, 2023 to Mar 27, 2024
- Employees · 53 to 58Mar 31, 2023 to Mar 27, 2024
- Private funds · 24 to 25Mar 31, 2023 to Mar 27, 2024
- Discretionary RAUM · $7.4B to $7.7BMar 31, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $7.4B to $7.7BMar 31, 2023 to Mar 27, 2024
- RAUM · $7.4B to $7.7BMar 31, 2023 to Mar 27, 2024
- Accounts · 23 to 24Mar 31, 2022 to Mar 31, 2023
- Advisory employees · 30 to 37Mar 31, 2022 to Mar 31, 2023
- Pooled vehicle clients · 23 to 24Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $7.4B to $7.4BMar 31, 2022 to Mar 31, 2023
- Employees · 45 to 53Mar 31, 2022 to Mar 31, 2023
- Private funds · 23 to 24Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $7.4B to $7.4BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $7.4B to $7.4BMar 31, 2022 to Mar 31, 2023
- RAUM · $7.4B to $7.4BMar 31, 2022 to Mar 31, 2023
- Accounts · 18 to 23Nov 30, 2021 to Mar 31, 2022
- Advisory employees · 31 to 30Nov 30, 2021 to Mar 31, 2022
Signals
7 dated events
- C•••• S••••• C•••••• reported RAUM $9.7B, up 26% from $7.7B (2024-07-02 to 2025-04-24)Apr 24, 2025 · RAUM change · derived
- A••••• K•••• W•••• (Managing Partner) appeared on Schedule A of C•••• S••••• C••••••Mar 31, 2023 · Control person joined · fact
- Twyman William Comfort (C•• G•• L••, C•••• S••••• C•••••• Management, L.P.) no longer on Schedule A of C•••• S••••• C•••••• (listed 2020-03-28, absent 2021-03-30)Mar 30, 2021 · Control person left · inference
- Quang-Truong David Nguyen (Managing Partner) appeared on Schedule A of C•••• S••••• C••••••Mar 30, 2021 · Control person joined · fact
- Faller Jeffrey Vogel (Managing Partner) appeared on Schedule A of C•••• S••••• C••••••Mar 30, 2021 · Control person joined · fact
- C•••• S••••• C•••••• reported RAUM $6.2B, up 47% from $4.2B (2018-06-13 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- Paul John Civantos (Lp, C•••• S••••• C•••••• Management, L.P.) no longer on Schedule A of C•••• S••••• C•••••• (listed 2018-06-13, absent 2019-03-28)Mar 28, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- C•••• S••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- C•••• S••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- C••••S•••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-752-6110reportedpublic 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