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•••••• M••••••••• L•••

Asset manager (funds and pooled vehicles)Houston, TexasCRD 158340SEC 801-73935website IAPD

Latest filing Mar 27, 2026

First filing on the tape Feb 14, 2012 · 29 filings

SEC status approved since Mar 30, 2012

RAUM

$145M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

29 filings and snapshots on the tape

RAUM$145M as of Mar 27, 2026

Mar 12, 2013$292M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 27, 2026

Mar 12, 20130 then

Employees (5.A)8 as of Mar 27, 2026

Mar 12, 201314 then

Private funds7 as of Mar 27, 2026

Mar 12, 20132 then

RAUM -42% over the last fiscal year-42% 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: $20.7MderivedRAUM 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: -42%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)
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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$145M100%

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=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

Every departure Every arrival

Private funds

13 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
C•• C••••••••• C••••••••• L••	Private Equity Fund	$156M	18	Mar 31, 2017
C•• E••••• O••••••••• F••• I••• L•••	Private Equity Fund	$79.5M	56	Mar 30, 2018
C•• E••••• O••••••••• O••••••• F••• I••• L•••	Private Equity Fund	$64.4M	8	Mar 30, 2018
C•• E••••• O••••••••• F••• I•• L•••	Private Equity Fund	$26.9M	90	Jun 8, 2015
C•• E••••• O••••••••• F••• I• L•••	Private Equity Fund	$21.0M	81	Feb 14, 2012
C•• E••••• V••••••• F••• L•	Private Equity Fund	$19.0M	70	Mar 31, 2022
C•• E••••• O••••••••• O••••••• F••• I•• L•••	Private Equity Fund	$18.8M	20	Jun 8, 2015
C•• C••••••••• C•••••••• O•••••••• L•	Private Equity Fund	$16.6M	2	Mar 31, 2017
E••••• R•••••••• O•••••• C•••••••• F•••• L•••	Private Equity Fund	$14.3M	11	Mar 30, 2020
C•• C••••••••• C••••••••• L••	Private Equity Fund	$9.6M	14	Mar 31, 2017
C•• E••••• O••••••••• O••••••• F••• I• L•••	Private Equity Fund	$9.2M	22	Feb 14, 2012
C•• F••• I• P•••••••• O••••••••• L•	Private Equity Fund	$6.0M	14	Mar 31, 2021
C•• P•••••••• O•••••• C•••••••• F•••• L•••no longer reported	Private Equity Fund	$54,000	8	Mar 28, 2019

Owners and control persons

Schedule A and B, latest filing

C••••••• G•••••• C••••••••• · Cfocontrol
since 05/2008 · owns less than 5%
J••••••• P•••• K••• · General Counsel And Ccocontrol
since 03/2016 · owns less than 5%
L•••••• C••••••• S•• · Managing Member And Ceocontrol
since 05/2008 · owns 75% or more
L•••••• C••••••• S•• · Managing Membercontrol
since 01/2018 · owns 75% or more of C•• C• G•• L••

Entity owners

C•• C• G•• L•• · General Partner
direct · owns less than 5%

Related persons

Schedule D 7.A

C•• C••••••••• C•••••••• A•••••••• L••
pooled vehicle sponsorn
C•• E••••• O••••••••• G• I•• L••
pooled vehicle sponsorn
C•• E••••• O••••••••• G• I••• L••
pooled vehicle sponsorn
C•• E••••• V••••••• G•• L••
pooled vehicle sponsorn
C•• F••• I• P•••••••• O••••••••• G•• L••
pooled vehicle sponsorn
C•• S•••••• C•••••••• G•• L••
pooled 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 25 %Change between filings · filing Mar 27, 2026
RAUM (Item 5.F) moved from $247,737,000 to $144,762,065 (-42.0%) between the annual amendments of 2025-03-26 and 2026-03-27; the peer median change was +4.0% (1148 comparable advisers, 5.0th percentile of changes)
peers: asset managers, $100M to $500M (1,148) · 5.2% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Advisory employees · 5 to 4
Mar 26, 2025 to Mar 27, 2026
Employees · 10 to 8
Mar 26, 2025 to Mar 27, 2026
Discretionary RAUM · $248M to $145M
Mar 26, 2025 to Mar 27, 2026
Pooled vehicle RAUM · $248M to $145M
Mar 26, 2025 to Mar 27, 2026
RAUM · $248M to $145M
Mar 26, 2025 to Mar 27, 2026
Accounts · 10 to 7
May 7, 2024 to Mar 26, 2025
Pooled vehicle clients · 10 to 7
May 7, 2024 to Mar 26, 2025
Financial planning clients · unset to
May 7, 2024 to Mar 26, 2025
Private funds · 10 to 7
May 7, 2024 to Mar 26, 2025
Discretionary RAUM · $411M to $248M
May 7, 2024 to Mar 26, 2025
Pooled vehicle RAUM · $411M to $248M
May 7, 2024 to Mar 26, 2025
RAUM · $411M to $248M
May 7, 2024 to Mar 26, 2025
Discretionary RAUM · $377M to $411M
Mar 28, 2024 to May 7, 2024
Pooled vehicle RAUM · $377M to $411M
Mar 28, 2024 to May 7, 2024
RAUM · $377M to $411M
Mar 28, 2024 to May 7, 2024
Accounts · 12 to 10
Apr 11, 2023 to Mar 28, 2024
Advisory employees · 6 to 5
Apr 11, 2023 to Mar 28, 2024
Pooled vehicle clients · 12 to 10
Apr 11, 2023 to Mar 28, 2024
Employees · 11 to 10
Apr 11, 2023 to Mar 28, 2024
Private funds · 12 to 10
Apr 11, 2023 to Mar 28, 2024
Discretionary RAUM · $723M to $377M
Apr 11, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $723M to $377M
Apr 11, 2023 to Mar 28, 2024
RAUM · $723M to $377M
Apr 11, 2023 to Mar 28, 2024
Employees · 12 to 11
Mar 31, 2022 to Mar 30, 2023
Other offices · 1 to 0
Mar 31, 2022 to Mar 30, 2023
Discretionary RAUM · $665M to $723M
Mar 31, 2022 to Mar 30, 2023
Pooled vehicle RAUM · $665M to $723M
Mar 31, 2022 to Mar 30, 2023
RAUM · $665M to $723M
Mar 31, 2022 to Mar 30, 2023
Advisory employees · 11 to 6
Nov 3, 2021 to Mar 31, 2022
Employees · 14 to 12
Nov 3, 2021 to Mar 31, 2022
Discretionary RAUM · $360M to $665M
Nov 3, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $360M to $665M
Nov 3, 2021 to Mar 31, 2022
RAUM · $360M to $665M
Nov 3, 2021 to Mar 31, 2022
Accounts · 11 to 12
Mar 30, 2020 to Mar 31, 2021
Pooled vehicle clients · 11 to 12
Mar 30, 2020 to Mar 31, 2021
Employees · 16 to 14
Mar 30, 2020 to Mar 31, 2021
Private funds · 11 to 12
Mar 30, 2020 to Mar 31, 2021
Discretionary RAUM · $771M to $360M
Mar 30, 2020 to Mar 31, 2021
Pooled vehicle RAUM · $771M to $360M
Mar 30, 2020 to Mar 31, 2021
RAUM · $771M to $360M
Mar 30, 2020 to Mar 31, 2021

Signals

8 dated events

C•• C•••••• M••••••••• L••• reported RAUM $144.8M, down 42% from $247.7M (2025-03-26 to 2026-03-27)
Mar 27, 2026 · RAUM change · derived
C•• C•••••• M••••••••• L••• reported RAUM $247.7M, down 40% from $410.7M (2024-05-07 to 2025-03-26)
Mar 26, 2025 · RAUM change · derived
C•• C•••••• M••••••••• L••• reported RAUM $377.3M, down 48% from $723.2M (2023-04-11 to 2024-03-28)
Mar 28, 2024 · RAUM change · derived
C•• C•••••• M••••••••• L••• reported RAUM $664.9M, up 85% from $359.9M (2021-11-03 to 2022-03-31)
Mar 31, 2022 · RAUM change · derived
C•• C•••••• M••••••••• L••• reported RAUM $359.9M, down 53% from $771.5M (2020-03-30 to 2021-03-31)
Mar 31, 2021 · RAUM change · derived
C•• C•••••• M••••••••• L••• reported RAUM $771.5M, down 27% from $1.1B (2019-03-28 to 2020-03-30)
Mar 30, 2020 · RAUM change · derived
C•• C•••••• M••••••••• L•• reported succeeding to the business of Another Adviser (Form ADV Item 4)
Mar 30, 2018 · Succession (Item 4) · fact
C•• C•••••• M••••••••• L••• reported RAUM $1.2B, up 50% from $807.9M (2017-03-31 to 2018-03-30)
Mar 30, 2018 · RAUM change · derived

Across DFX

shared identifiers only, never a name match

C•• C•••••• M••••••••• L••• · Independent Sponsors
shared crd · capital_provider
C•• C•••••• M••••••••• L••• · Private Equity
shared crd · organization

How to reach

public business contact points only, each with its source

Firm profile: linkedin.com/company/csl-energy-fund-lpreportedpublic record, Form ADV, Sep 18, 2026
Website: H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 281-407-0693reportedpublic 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