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•••••• P•••••••
Legal name C• C•••••• P••••••• L••
Latest filing May 6, 2026
First filing on the tape Feb 14, 2012 · 29 filings
SEC status approved since Mar 30, 2012
RAUM
$329M
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
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
29 filings and snapshots on the tape
RAUM$329M as of May 6, 2026
Mar 28, 2013$1.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 6, 2026
Mar 28, 20130 then
Employees (5.A)7 as of May 6, 2026
Mar 28, 201318 then
Private funds7 as of May 6, 2026
Mar 28, 20138 then
RAUM -55% over the last fiscal year-23% a year over threeIARs 0 to 0
Practice profile
derived from the filing of May 6, 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
- $47.0MderivedRAUM 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
- -55%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
- yesreportedItem 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)
- 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$329M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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=true 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
18 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C• C•••••• I•••••••• I••• L••• | Private Equity Fund | $633M | 64 | Mar 30, 2016 |
| C• ••••••••• C••••••••• P•••••••• L•••no longer reported | Private Equity Fund | $74.5M | 11 | Feb 14, 2012 |
| C• C•••••• I•••••••• I•• C••••••••• L••• | Private Equity Fund | $53.1M | 6 | Mar 31, 2017 |
| C• C•••••• I•••••••• I•• L••• | Private Equity Fund | $35.8M | 80 | Feb 14, 2012 |
| C• C•••••• I•••••••• I• F•••••••• P•••••••• L• | Private Equity Fund | $28.7M | 16 | Mar 29, 2019 |
| C••••• H•••••• I••••••••• P•••••••• L••• | Private Equity Fund | $23.9M | 28 | Mar 29, 2024 |
| C• C•••••• I•••••••• I• F•••••••• P••••••• ••••••••• L• | Private Equity Fund | $19.9M | 14 | Mar 29, 2019 |
| C• ••••••••• C••••••••• P•••••••• L••• | Private Equity Fund | $8.3M | 5 | Mar 29, 2018 |
| C• F••• I•• C••••••••• P•••••••• L••• | Private Equity Fund | $2.2M | 23 | Mar 29, 2018 |
| C• C•••••• I•••••••• I•• ••••••• L••• | Private Equity Fund | $1.8M | 20 | Mar 31, 2017 |
| C• C•••••• I•••••••• I• ••••••• L••• | Private Equity Fund | $1.4M | 19 | Feb 14, 2012 |
| C• C•••••• I•••••••• I• ••••• L••• | Private Equity Fund | $1.2M | 24 | Feb 14, 2012 |
| C••••••••• ••••••••• L•••no longer reported | Private Equity Fund | $1.1M | 4 | Feb 14, 2012 |
| C• C•••••• I•••••••• I•• ••••• L••• | Private Equity Fund | $658,202 | 17 | Mar 31, 2017 |
| C••••••••• G• L••no longer reported | Private Equity Fund | $541,052 | 2 | Feb 14, 2012 |
| C••••••••• P•••••• I•••••••• L••no longer reported | Private Equity Fund | $359,304 | 2 | Feb 14, 2012 |
| C• •••••• C••••••••• P•••••••• L•••no longer reported | Private Equity Fund | $349,215 | 9 | Mar 29, 2018 |
| C• F••• I• C••••••••• P•••••••• L••• | Private Equity Fund | $108,490 | 9 | Mar 28, 2013 |
Owners and control persons
Schedule A and B, latest filing
- B••••••••• J•••••• S••• · General Counsel/Chief Compliance Officercontrolsince 02/2012 · owns less than 5%
- F••••••• P••••••• T•••••• · Chief Financial Officercontrolsince 07/2016 · owns less than 5%
- I•••••• F••••••••• J••••• · Chairman/Chief Executive Officercontrolsince 04/2008 · owns less than 5%
- I•••••• F••••••••• J••••• · Membercontrolsince 11/2008 · owns 75% or more of F•• G••••••••• L••
Entity owners
- C• C•••••• H••••••• L•• · Memberdirect · owns 75% or more
- F•• G••••••••• L•• · Managing Memberindirect · owns F of F•••••••• I••••• ••• 2•••• L••
- F•• G••••••••• L•• · Shareholderindirect · owns 75% or more of G••••••• M••••••••• I•••
- F•• G••••••••• L•• · Shareholderindirect · owns 75% or more of Fji K••• Inc.
- F•• K••• I••• · Managerindirect · owns F of F•• K••• I••••••••• L••
- F•• K••• I••••••••• L•• · Memberindirect · owns 75% or more of G••••••• M••••••••• L••
- G••••••• M••••••••• I••• · Managing Memberindirect · owns F of G••••••• M••••••••• L••
- T•• B••• M••• T•••• C•••••• O• D••••••• · Trusteeindirect · owns F of F•••••••• J• I••••• T•••• N•• I•••• •••••
- F•••••••• I••••• ••• 2•••• L•• · Memberindirect · owns 75% or more of F•• K••• I••••••••• L••
- F•••••••• J• I••••• T•••• N•• I•••• ••••• · Memberindirect · owns 75% or more of F•••••••• I••••• ••• 2•••• L••
- G••••••• M••••••••• L•• · Managing Memberindirect · owns 50% to 75% of C• C•••••• H••••••• L••
Related persons
Schedule D 7.A
- C• C•••••• I•••••••• G• I•• L•••investment adviserbankpooled vehicle sponsorn
- C• C•••••• I•••••••• G• I••• L•••investment adviserbankpooled vehicle sponsorn
- C••••• H•••••• P••••••• G•• L•••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM down 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $731,405,347 to $329,194,020 (-55.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1148 comparable advisers, 2.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 2.4% percentile
What changed
consecutive filings, newest first
- Accounts · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 4 to 3Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Employees · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Private funds · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $731M to $329MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $731M to $329MMar 31, 2025 to Mar 31, 2026
- RAUM · $731M to $329MMar 31, 2025 to Mar 31, 2026
- Accounts · 15 to 8Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 14 to 8Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- HQ city · NEW YORK to Mar 29, 2024 to Mar 31, 2025
- HQ state · NY to Mar 29, 2024 to Mar 31, 2025
- Private funds · 12 to 8Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $802M to $731MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $802M to $731MMar 29, 2024 to Mar 31, 2025
- RAUM · $802M to $731MMar 29, 2024 to Mar 31, 2025
- Accounts · 16 to 15Mar 30, 2023 to Mar 29, 2024
- Employees · 7 to 8Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $729M to $802MMar 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $727M to $802MMar 30, 2023 to Mar 29, 2024
- RAUM · $729M to $802MMar 30, 2023 to Mar 29, 2024
- Accounts · 17 to 16Mar 30, 2022 to Mar 30, 2023
- Advisory employees · 9 to 4Mar 30, 2022 to Mar 30, 2023
- Employees · 14 to 7Mar 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $729MMar 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.2B to $727MMar 30, 2022 to Mar 30, 2023
- RAUM · $1.2B to $729MMar 30, 2022 to Mar 30, 2023
- Accounts · 21 to 17Oct 7, 2021 to Mar 30, 2022
- Advisory employees · 21 to 9Oct 7, 2021 to Mar 30, 2022
- Pooled vehicle clients · 17 to 14Oct 7, 2021 to Mar 30, 2022
- Employees · 28 to 14Oct 7, 2021 to Mar 30, 2022
- Private funds · 15 to 12Oct 7, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.5B to $1.2BOct 7, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.4B to $1.2BOct 7, 2021 to Mar 30, 2022
- RAUM · $1.5B to $1.2BOct 7, 2021 to Mar 30, 2022
- Accounts · 24 to 21Mar 30, 2020 to Mar 31, 2021
- Advisory employees · 20 to 21Mar 30, 2020 to Mar 31, 2021
- Pooled vehicle clients · 18 to 17Mar 30, 2020 to Mar 31, 2021
- Private funds · 16 to 15Mar 30, 2020 to Mar 31, 2021
Signals
3 dated events
- C• C•••••• P••••••• reported RAUM $329.2M, down 55% from $731.4M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C• C•••••• P••••••• reported RAUM $729.3M, down 40% from $1.2B (2022-03-30 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- C• C•••••• P••••••• reported RAUM $1.4B, down 41% from $2.4B (2018-05-21 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C• C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/ci-capital-partners/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- CICAPLLC.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-752-1850reportedpublic record, Form ADV, May 6, 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