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••• P•••••••
Legal name C••• P•••••••• L•••
Latest filing Mar 31, 2026
First filing on the tape Feb 13, 2012 · 20 filings
SEC status approved since Mar 28, 2012
RAUM
$2.3B
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
32
23 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.3B as of Mar 31, 2026
Mar 25, 2013$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20130 then
Employees (5.A)32 as of Mar 31, 2026
Mar 25, 201317 then
Private funds14 as of Mar 31, 2026
Mar 25, 201310 then
RAUM +2.9% over the last fiscal year+28% 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
- $167MderivedRAUM 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
- +2.9%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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.3B, 14 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$2.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 14reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3B for 14 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
23 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••• P••••••• F••• V••• L••• | Private Equity Fund | $553M | 65 | Mar 29, 2024 |
| C••• P••••••• F••• V•• L••• | Private Equity Fund | $476M | 52 | Mar 30, 2021 |
| C••• P••••••• F••• V• L• | Private Equity Fund | $334M | 105 | Mar 28, 2016 |
| C••• P••••••• F••• V••••• L••• | Private Equity Fund | $307M | 31 | Mar 29, 2024 |
| C••• S•• C•• L••• | Private Equity Fund | $220M | 38 | Mar 29, 2024 |
| C••• P••••••• F••• V•••• L••• | Private Equity Fund | $197M | 19 | Mar 30, 2021 |
| C••• P••••••• F••• V••• L• | Private Equity Fund | $77.3M | 12 | Mar 28, 2016 |
| C••• P••••••• F•••• L•••no longer reported | Private Equity Fund | $55.4M | 13 | Feb 13, 2012 |
| C••• P••••••• F••• I•• L••• | Private Equity Fund | $37.9M | 30 | Feb 13, 2012 |
| C••• P••••••• F••• I••• L•••no longer reported | Private Equity Fund | $21.9M | 16 | Feb 13, 2012 |
| C••• P••••••• F••• I•••• L••• | Private Equity Fund | $19.6M | 11 | Feb 13, 2012 |
| C••• P••••••• E•••••••• F••• V• L••• | Private Equity Fund | $13.3M | 15 | Mar 30, 2017 |
| C••• P••••••• E•••••••• F••• V•• L••• | Private Equity Fund | $12.4M | 20 | Mar 30, 2021 |
| C••• P••••••• E•••••••• F••• V••• L••• | Private Equity Fund | $10.3M | 20 | Mar 29, 2024 |
| C••••••••• S••• L••• | Private Equity Fund | $10.0M | 2 | Mar 29, 2024 |
| C••• P••••••• E•••••••• F••• I•• L••• | Private Equity Fund | $1.7M | 13 | Feb 13, 2012 |
| C••• P••••••• F••• I•••• L•••no longer reported | Private Equity Fund | $797,417 | 11 | Feb 13, 2012 |
| G•• C••••••••• P•••••••• L•••no longer reported | Private Equity Fund | $296,000 | 6 | Feb 13, 2012 |
| C••• F••• F•••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 13, 2012 |
| C••• A••••••• F••• • W•••no longer reported | Private Equity Fund | $0 | 0 | Mar 25, 2013 |
| C••• P••••••• F••• V•• G•••••• L••• | Private Equity Fund | $0 | 12 | Mar 27, 2019 |
| C••• S•••••• F•••• L•••no longer reported | Private Equity Fund | $0 | 0 | Feb 13, 2012 |
| C••• P••••••• F••• V• G•••••• L••• | Private Equity Fund | $0 | 105 | Mar 27, 2019 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• J•••• H•••• · Partnercontrolsince 06/2003 · owns 10% to 25%
- G••••••• C••••••••• M••••• · Chief Compliance Officercontrolsince 02/2012 · owns 10% to 25%
- P••••• C••••••••• J•••• · Partnercontrolsince 06/2003 · owns 10% to 25%
- M••••••• M•••• M•••••• · Partnersince 01/2020 · owns 10% to 25%
- P••••••• D••••••• W• · Partnersince 07/2021 · owns 10% to 25%
- S•••••••• S••••• M•••••• · Partnersince 01/2010 · owns 10% to 25%
- W•••••• J•••• D•••• · Partnersince 04/2017 · owns 10% to 25%
Related persons
Schedule D 7.A
- C••• G• I•• L•pooled vehicle sponsorn
- C••• G• S•• C•• L•••pooled vehicle sponsorn
- C••• G• V• G•••••• L•••pooled vehicle sponsorn
- C••• G• V• L•pooled vehicle sponsorn
- C••• G• V•• L•pooled vehicle sponsorn
- C••• G• V••• L•••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 16 to 14Apr 25, 2025 to Mar 31, 2026
- Advisory employees · 25 to 23Apr 25, 2025 to Mar 31, 2026
- Pooled vehicle clients · 16 to 14Apr 25, 2025 to Mar 31, 2026
- Assets in custody · $2.3B to $2.3BApr 25, 2025 to Mar 31, 2026
- Employees · 33 to 32Apr 25, 2025 to Mar 31, 2026
- Private funds · 16 to 14Apr 25, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.3B to $2.3BApr 25, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.3B to $2.3BApr 25, 2025 to Mar 31, 2026
- RAUM · $2.3B to $2.3BApr 25, 2025 to Mar 31, 2026
- Advisory employees · 23 to 25May 22, 2024 to Apr 25, 2025
- Assets in custody · $2.3B to $2.3BMay 22, 2024 to Apr 25, 2025
- Employees · 28 to 33May 22, 2024 to Apr 25, 2025
- Financial planning clients · 0 to 0May 22, 2024 to Apr 25, 2025
- Discretionary RAUM · $2.3B to $2.3BMay 22, 2024 to Apr 25, 2025
- Pooled vehicle RAUM · $2.3B to $2.3BMay 22, 2024 to Apr 25, 2025
- RAUM · $2.3B to $2.3BMay 22, 2024 to Apr 25, 2025
- Accounts · 11 to 16Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 19 to 23Mar 31, 2023 to Mar 29, 2024
- Pooled vehicle clients · 11 to 16Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $1.2B to $2.3BMar 31, 2023 to Mar 29, 2024
- Employees · 21 to 28Mar 31, 2023 to Mar 29, 2024
- Private funds · 11 to 16Mar 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.1B to $2.3BMar 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.1B to $2.3BMar 31, 2023 to Mar 29, 2024
- RAUM · $1.1B to $2.3BMar 31, 2023 to Mar 29, 2024
- Advisory employees · 18 to 19Apr 14, 2022 to Mar 31, 2023
- Employees · 20 to 21Apr 14, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.1BApr 14, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.2B to $1.1BApr 14, 2022 to Mar 31, 2023
- RAUM · $1.2B to $1.1BApr 14, 2022 to Mar 31, 2023
- Accounts · 13 to 11Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 16 to 18Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 13 to 11Mar 30, 2021 to Mar 30, 2022
- Assets in custody · $1.2B to $1.2BMar 30, 2021 to Mar 30, 2022
- Employees · 19 to 20Mar 30, 2021 to Mar 30, 2022
- Private funds · 13 to 11Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.2B to $1.2BMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $1.2B to $1.2BMar 30, 2021 to Mar 30, 2022
- RAUM · $1.2B to $1.2BMar 30, 2021 to Mar 30, 2022
- Accounts · 10 to 13Apr 28, 2020 to Mar 30, 2021
Signals
4 dated events
- C••• P••••••• reported RAUM $2.3B, up 103% from $1.1B (2023-03-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- C••• P••••••• reported RAUM $1.2B, up 78% from $676.7M (2020-04-28 to 2021-03-30)Mar 30, 2021 · RAUM change · derived
- Glen Daniel Helle (General Partner) no longer on Schedule A of C••• P••••••• (listed 2019-03-27, absent 2020-03-26)Mar 26, 2020 · Control person left · inference
- C••• P••••••• reported RAUM $907.0M, up 36% from $664.6M (2017-03-30 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C••• P••••••• · Family Officesshared crd · office
- C••• P••••••• · Independent Sponsorsshared crd · capital_provider
- C••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/civc-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (312) 873-7300reportedpublic 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