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••••• H•••••• I•••
Latest filing Mar 27, 2026
First filing on the tape Feb 14, 2012 · 33 filings
SEC status approved since Mar 30, 2012
RAUM
$678M
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
27
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
21
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$678M as of Mar 27, 2026
Mar 28, 2013$1.5B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 27, 2026
Mar 28, 20130 then
Employees (5.A)27 as of Mar 27, 2026
Mar 28, 201350 then
Private funds21 as of Mar 27, 2026
Mar 28, 201316 then
RAUM +44% over the last fiscal year-7.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 27, 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
- $32.3MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +44%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
- $362M, 21 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$678M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $362M for 21 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
32 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• B••••••• C••••• F••• I•• L••• | Private Equity Fund | $246M | 104 | Mar 27, 2020 |
| C••••• H••••• P••••••• V• L••• | Private Equity Fund | $103M | 47 | Feb 14, 2012 |
| T•• B••••••• C••••• F•••• L••• | Private Equity Fund | $97.9M | 45 | Jun 24, 2015 |
| C••••• H••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $42.3M | 47 | Feb 14, 2012 |
| C•••• I• W••••••••• L•••no longer reported | Private Equity Fund | $32.9M | 32 | Feb 14, 2012 |
| B••••••• T•• H••• F••••••••• B•••••• L• | Private Equity Fund | $31.1M | 12 | Mar 30, 2021 |
| C••••• H••••• S•• P•••••••• L••• | Private Equity Fund | $29.6M | 9 | Mar 27, 2020 |
| C••••• H••••• A••••••••• M•••••••• P••••••• I• U•• L••••••no longer reported | Private Equity Fund | $25.5M | 41 | Feb 14, 2012 |
| C•• V• A•• H••••••• L• | Private Equity Fund | $23.1M | 47 | Mar 28, 2013 |
| C••••• H••••• B•• P•••••••• L••• | Private Equity Fund | $20.1M | 14 | Oct 24, 2023 |
| C•••• I• W•••••••• C••••••••• U•••no longer reported | Private Equity Fund | $18.4M | 23 | Feb 14, 2012 |
| C•• V• S• C••••••••• L• | Private Equity Fund | $9.7M | 17 | Mar 31, 2014 |
| B••••••• T•• H••• G•• B•••••• L• | Private Equity Fund | $9.6M | 12 | Mar 26, 2024 |
| B••••••• T•• H••• L•••••••• I••••••••• B•••••• L••• | Private Equity Fund | $7.6M | 12 | Mar 29, 2022 |
| T•••• D••••••• B•••••• L••• | Private Equity Fund | $6.3M | 12 | Mar 27, 2020 |
| T•• T•• H••• ••••••••• L•••no longer reported | Private Equity Fund | $5.6M | 12 | Mar 29, 2019 |
| C•••• I• W•••••••• A••••••••• L•••no longer reported | Private Equity Fund | $3.5M | 66 | Feb 14, 2012 |
| B••••••• T•• H••• F••••• B•••••• L• | Private Equity Fund | $3.4M | 13 | Mar 26, 2024 |
| C••••• H••••• P••••••• I•• L••• | Private Equity Fund | $2.0M | 2 | Feb 14, 2012 |
| C••••• H••••• P••••••• V• A••••••••• L••• | Private Equity Fund | $1.8M | 40 | Feb 14, 2012 |
| C•• V• A•• P••• 2• L••• | Private Equity Fund | $1.3M | 29 | Mar 28, 2013 |
| C••••• H••••• A••••••••• I••• L•••no longer reported | Private Equity Fund | $875,810 | 38 | Feb 14, 2012 |
| C••••• H••••• P••••••• V• Q•• L••• | Private Equity Fund | $860,079 | 22 | Feb 14, 2012 |
| C••••• H••••• O••••••• P••••••• I••• L•••no longer reported | Private Equity Fund | $833,919 | 2 | Feb 14, 2012 |
| C•• V• Q• A•• L• | Private Equity Fund | $723,175 | 22 | Mar 28, 2013 |
| C••••• H••••• O••••••• P••••••• I•• L••• | Private Equity Fund | $640,800 | 2 | Feb 14, 2012 |
| C•• V• A••••••••• A•• L• | Private Equity Fund | $504,594 | 40 | Mar 28, 2013 |
| F••••••• F•••• F••••• F•••• L••no longer reported | Private Equity Fund | $134,267 | 13 | Feb 14, 2012 |
| C••••• H••••• A••••••••• I• • A•• L••• | Private Equity Fund | $3,072 | 2 | Feb 14, 2012 |
| F••••••• A••••••••• I•• L••• | Private Equity Fund | $2,002 | 2 | Feb 14, 2012 |
| C••••• H••••• A••••••••• I• • Q•• L••• | Private Equity Fund | $200 | 2 | Feb 14, 2012 |
| C••••• H••••• A•• P•••••••• L••• | Private Equity Fund | $0 | 0 | Aug 20, 2024 |
Owners and control persons
Schedule A and B, latest filing
- C•••••• J•••• K••• · Ceo, Chairman Of The Board Of Directors, Shareh•••Ercontrolsince 04/1987 · owns 75% or more
- C•••••• D••••• A•••••••• · Sr. Vice President, Treasurer, Chief Administrative Officer, Member Of The Board Of Directorssince 07/2018 · owns less than 5%
- P•••••••• D••••• B• · Sr. Managing Director, Chief Compliance Officer, Sr. Vice President, Secretary, Vice Chairman Of The Board Of Directorssince 05/2017 · owns less than 5%
- R••••••••• J••••• A•••••••• · Chief Financial Officer, Sr. Vice Presidentsince 07/2018 · owns less than 5%
Related persons
Schedule D 7.A
- B• G•• L••investment adviserpooled vehicle sponsorn
- B••••••• C••••• A••••••••• I•• L•••investment adviserpooled vehicle sponsorn
- C••••• H••••• A•• G•• C••••investment adviserpooled vehicle sponsorn
- C••••• H••••• A••••••••• I• • L•••investment adviserpooled vehicle sponsorn
- C••••• H••••• A••••••••• I• • L••investment adviserpooled vehicle sponsorn
- C••••• H••••• A••••••••• M•••••••• A••••••••• I•• L••investment adviserpooled vehicle sponsorn
- C••••• H••••• A••••••••• M•••••••• P••••••• P•• L••••••investment adviserpooled vehicle sponsory
- C••••• H••••• P••••••• V• A••••••••• L•••investment adviserpooled vehicle sponsorn
- C••••• H••••• S•• G•• L••investment adviserpooled vehicle sponsorn
- C•••• P•••••• E••••• P•• L•••investment adviserpooled vehicle sponsory
- C•• V• A•• G• L•••investment adviserpooled vehicle sponsorn
- C•• V• A•• S•• L•••investment adviserpooled vehicle sponsorn
- C••• F•••••••• S••••••• P•• L••investment adviserpooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL4 employees
- Palm Beach, FL2 employees
What changed
consecutive filings, newest first
- Accounts · 19 to 21Nov 19, 2025 to Mar 27, 2026
- Pooled vehicle clients · 19 to 21Nov 19, 2025 to Mar 27, 2026
- Assets in custody · $368M to $362MNov 19, 2025 to Mar 27, 2026
- Employees · 21 to 27Nov 19, 2025 to Mar 27, 2026
- Private funds · 19 to 21Nov 19, 2025 to Mar 27, 2026
- Discretionary RAUM · $471M to $678MNov 19, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $471M to $678MNov 19, 2025 to Mar 27, 2026
- RAUM · $471M to $678MNov 19, 2025 to Mar 27, 2026
- Accounts · 18 to 19Apr 29, 2025 to Nov 19, 2025
- Pooled vehicle clients · 18 to 19Apr 29, 2025 to Nov 19, 2025
- Private funds · 18 to 19Apr 29, 2025 to Nov 19, 2025
- Accounts · 22 to 18Aug 20, 2024 to Apr 29, 2025
- Advisory employees · 14 to 11Aug 20, 2024 to Apr 29, 2025
- Pooled vehicle clients · 22 to 18Aug 20, 2024 to Apr 29, 2025
- Assets in custody · $344M to $368MAug 20, 2024 to Apr 29, 2025
- Financial planning clients · unset to Aug 20, 2024 to Apr 29, 2025
- Private funds · 23 to 18Aug 20, 2024 to Apr 29, 2025
- Discretionary RAUM · $600M to $471MAug 20, 2024 to Apr 29, 2025
- Pooled vehicle RAUM · $600M to $471MAug 20, 2024 to Apr 29, 2025
- RAUM · $600M to $471MAug 20, 2024 to Apr 29, 2025
- Other offices · 3 to 2Mar 26, 2024 to Aug 20, 2024
- Private funds · 22 to 23Mar 26, 2024 to Aug 20, 2024
- Accounts · 20 to 22Jan 4, 2024 to Mar 26, 2024
- Pooled vehicle clients · 20 to 22Jan 4, 2024 to Mar 26, 2024
- Assets in custody · $433M to $344MJan 4, 2024 to Mar 26, 2024
- Private funds · 20 to 22Jan 4, 2024 to Mar 26, 2024
- Discretionary RAUM · $862M to $600MJan 4, 2024 to Mar 26, 2024
- Pooled vehicle RAUM · $862M to $600MJan 4, 2024 to Mar 26, 2024
- RAUM · $862M to $600MJan 4, 2024 to Mar 26, 2024
- Accounts · 19 to 20Mar 30, 2023 to Oct 24, 2023
- Pooled vehicle clients · 19 to 20Mar 30, 2023 to Oct 24, 2023
- Other offices · 2 to 3Mar 30, 2023 to Oct 24, 2023
- Private funds · 19 to 20Mar 30, 2023 to Oct 24, 2023
- Discretionary RAUM · $842M to $862MMar 30, 2023 to Oct 24, 2023
- Pooled vehicle RAUM · $842M to $862MMar 30, 2023 to Oct 24, 2023
- RAUM · $842M to $862MMar 30, 2023 to Oct 24, 2023
- Assets in custody · $515M to $433MMar 29, 2022 to Mar 30, 2023
- Other offices · 1 to 2Mar 29, 2022 to Mar 30, 2023
- Discretionary RAUM · $951M to $842MMar 29, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $951M to $842MMar 29, 2022 to Mar 30, 2023
Signals
2 dated events
- C••••• H•••••• I••• reported RAUM $678.0M, up 44% from $471.1M (2025-11-19 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- C••••• H•••••• I••• reported RAUM $600.0M, down 30% from $861.8M (2024-01-04 to 2024-03-26)Mar 26, 2024 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C••••• H•••••• I••• · Independent Sponsorsshared crd · capital_provider
- C••••• H•••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/B•••••••-C•••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/C•••••-H•••••reportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••H•••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-644-8600reportedpublic record, Form ADV, Mar 27, 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