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••••••• M••••••••• L••
Latest filing Apr 29, 2026
First filing on the tape Feb 15, 2012 · 31 filings
SEC status approved since Mar 30, 2012
RAUM
$438M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$110M
derived; firm RAUM over IAPD count
Employees
17
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
31 filings and snapshots on the tape
RAUM$438M as of Apr 29, 2026
Mar 26, 2013$285M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 26, 20130 then
Employees (5.A)17 as of Apr 29, 2026
Mar 26, 201311 then
Private funds3 as of Apr 29, 2026
Mar 26, 20135 then
RAUM -20% over the last fiscal year-9.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- $110MderivedRAUM 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
- $146MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.3derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -20%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 vehicles, otherreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$438M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| F•••• Z•••••• B•••••• | Dallas, Tx | Apr 12, 2012 | 19 y | 0 |
| M•••••• S•••• R••••••• | Dallas, Tx | Apr 12, 2012 | 19 y | 0 |
| M••••••• B•••• P•••• | Dallas, Tx | Apr 12, 2012 | 43 y | 1 |
| A••• •••• Y•••• | Dallas, Tx | Apr 12, 2012 | 19 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M••••••• B•••• P•••• from C••••••• T••••••Apr 12, 2012 · Other
Private funds
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• V• L• | Private Equity Fund | $246M | 205 | Mar 29, 2023 |
| C•• I• L• | Private Equity Fund | $213M | 168 | Apr 18, 2017 |
| C•• I•• L• | Private Equity Fund | $127M | 85 | Feb 15, 2012 |
| C•• I• L•no longer reported | Private Equity Fund | $13.2M | 80 | Feb 15, 2012 |
| C•• F••• L•no longer reported | Private Equity Fund | $2.4M | 4 | Feb 15, 2012 |
| C•• P••••••• I• L•no longer reported | Private Equity Fund | $1.1M | 32 | Feb 15, 2012 |
| C••••••••• P••••••• L•no longer reported | Private Equity Fund | $375,000 | 13 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• F••••• Z•••••• · Managercontrolsince 03/2011 · owns less than 5%
- B••••••• A•••• S•••• · Chief Compliance Officer, Chief Financial Officercontrolsince 06/2016 · owns less than 5%
- P••••• M•••••••• B•••• · Managercontrolsince 03/2011 · owns less than 5%
- R•••••••• M••••••• S•••• · Managercontrolsince 03/2011 · owns less than 5%
- Y••••• A•••• •••• · Managercontrolsince 01/2016 · owns less than 5%
- B••••••• F••••• Z•••••• · Managercontrolsince 03/2011 · owns 25% to 50% of C•• P••••••• F••• L•
- P••••• M•••••••• B•••• · Partnercontrolsince 02/2007 · owns 25% to 50% of C•• P••••••• F••• L•
- Y••••• A•••• •••• · Managercontrolsince 01/2016 · owns 25% to 50% of C•• P••••••• F••• L•
Entity owners
- C•• P••••••• F••• L• · Memberdirect · owns 75% or more
- C•• P••••••• F••• G• L•• · General Partnerindirect · owns F of C•• P••••••• F••• L•
Related persons
Schedule D 7.A
- C•• I•• G• L••pooled vehicle sponsorn
- C•• I• G• L••pooled vehicle sponsorn
- C•• P••••••• F••• G• L••y
- C•• P••••••• F••• L•pooled vehicle sponsory
- C•• V• G• L••pooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dallas, Tx · principal | 4 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 15 to 17Mar 25, 2025 to Mar 24, 2026
- Discretionary RAUM · $546M to $438MMar 25, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $546M to $438MMar 25, 2025 to Mar 24, 2026
- RAUM · $546M to $438MMar 25, 2025 to Mar 24, 2026
- Employees · 16 to 15May 22, 2024 to Mar 25, 2025
- Financial planning clients · unset to May 22, 2024 to Mar 25, 2025
- Discretionary RAUM · $585M to $546MMay 22, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $585M to $546MMay 22, 2024 to Mar 25, 2025
- RAUM · $585M to $546MMay 22, 2024 to Mar 25, 2025
- Employees · 15 to 16Apr 26, 2023 to Mar 21, 2024
- Discretionary RAUM · $587M to $585MApr 26, 2023 to Mar 21, 2024
- Pooled vehicle RAUM · $587M to $585MApr 26, 2023 to Mar 21, 2024
- RAUM · $587M to $585MApr 26, 2023 to Mar 21, 2024
- Accounts · 2 to 3Oct 31, 2022 to Mar 29, 2023
- Advisory employees · 4 to 5Oct 31, 2022 to Mar 29, 2023
- Pooled vehicle clients · 2 to 3Oct 31, 2022 to Mar 29, 2023
- Insurance-licensed employees · 4 to 5Oct 31, 2022 to Mar 29, 2023
- Private funds · 2 to 3Oct 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $350M to $587MOct 31, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $350M to $587MOct 31, 2022 to Mar 29, 2023
- RAUM · $350M to $587MOct 31, 2022 to Mar 29, 2023
- Discretionary RAUM · $368M to $350MApr 1, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $368M to $350MApr 1, 2021 to Mar 31, 2022
- RAUM · $368M to $350MApr 1, 2021 to Mar 31, 2022
- Employees · 16 to 15Dec 21, 2020 to Mar 29, 2021
- Discretionary RAUM · $372M to $368MDec 21, 2020 to Mar 29, 2021
- Pooled vehicle RAUM · $372M to $368MDec 21, 2020 to Mar 29, 2021
- RAUM · $372M to $368MDec 21, 2020 to Mar 29, 2021
- Accounts · 3 to 2Mar 26, 2019 to Mar 26, 2020
- Pooled vehicle clients · 3 to 2Mar 26, 2019 to Mar 26, 2020
- Private funds · 3 to 2Mar 26, 2019 to Mar 26, 2020
- Discretionary RAUM · $370M to $372MMar 26, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $370M to $372MMar 26, 2019 to Mar 26, 2020
- RAUM · $370M to $372MMar 26, 2019 to Mar 26, 2020
- Accounts · 4 to 3Mar 29, 2018 to Mar 26, 2019
- Pooled vehicle clients · 4 to 3Mar 29, 2018 to Mar 26, 2019
- Employees · 17 to 16Mar 29, 2018 to Mar 26, 2019
- Private funds · 4 to 3Mar 29, 2018 to Mar 26, 2019
- Discretionary RAUM · $354M to $370MMar 29, 2018 to Mar 26, 2019
- Pooled vehicle RAUM · $354M to $370MMar 29, 2018 to Mar 26, 2019
Signals
1 dated events
- C•• P••••••• M••••••••• L•• reported RAUM $586.8M, up 68% from $349.5M (2022-10-31 to 2023-03-29)Mar 29, 2023 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C•• P••••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C•• P••••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- f••• profile url
- w••.l•••••••.com/COMPANY/CIC-PARTNERSreportedpublic record, Form ADV, Sep 19, 2026
- f••• website
- CICPARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214 871-6819reportedpublic record, Form ADV, Apr 29, 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
- $110Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026