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•••••••• I••••••••• M•••••••
Legal name C•••••••• C••••• P••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 27 filings
SEC status approved since Aug 12, 2011
RAUM
$5.8B
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
43
17 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
2
reported on Schedule D
History
27 filings and snapshots on the tape
RAUM$5.8B as of Mar 31, 2026
Apr 3, 2012$1.7B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 16, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Apr 3, 20130 then
Employees (5.A)43 as of Mar 31, 2026
Apr 3, 201357 then
Private funds2 as of Mar 31, 2026
Apr 3, 201210 then
RAUM +9.9% over the last fiscal year+1.9% a year over threeIARs 0 to 0offices 2 to 3
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
- $207MderivedRAUM 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
- unknownderived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +9.9%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$4.8B83%
- Investment companies$990M17%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 28reported
- Financial planning clients
- 0reported
- 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=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
25 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- C••••••• F•••••••• N•• · Partnercontrolsince 05/2011 · owns less than 5%
- F•••• L•••• N•• · Partnercontrolsince 07/2008 · owns less than 5%
- J•••••••• B•••••••• E•••••• · Partnercontrolsince 04/2018 · owns less than 5%
- J•••••• J••••••••• •••• · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- L••••••••• V••••••• J••• · Partnercontrolsince 08/2018 · owns less than 5%
- T•••••• D• M••••••••• H•••••• F••••••• A•••• · Partnercontrolsince 09/2011 · owns less than 5%
- V••••••••• M•••••• I•• · Partnercontrolsince 05/2012 · owns less than 5%
- C••••••• F•••••••• J••• S•••••• · Ownercontrolsince 12/2011 · owns 25% to 50% of C•••••••• C••••••
- F•••• L•••• N•• · Ownercontrolsince 07/2008 · owns 50% to 75% of C•••••••• C••••••
- D••••••• D••••• · Coosince 07/2023 · owns less than 5%
- F••••••• M•••••••• E•••••• · Chief Financial Officersince 07/2023 · owns less than 5%
- L••••••• C•••••• •••• · G•••••• Counselsince 10/2019 · owns less than 5%
Entity owners
- C•••••••• F•••••••• G•••• · Designated Memberdirect · owns 50% to 75%
- C•••••••• C•••••• · S•••••••••indirect · owns 75% or more of C•••••••• F•••••••• G••••
- C•••••••• I••••••••• M••••••• H••••••• · S•••••••••indirect · owns 75% or more of C•••••••• F•••••••• G••••
Related persons
Schedule D 7.A
- A••• I• S•• R•••pooled vehicle sponsorn
- A••• S•• R•••pooled vehicle sponsorn
- C•••••••• C••••• F••• U•••••••• S••••••••• S•• R•••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• F••• I• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• I•• ••••••• P••••••• S•••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• I•• C••••• •••pooled vehicle sponsorn
- C•••••••• E••••••• O••••••••• C••••• M••••• F••• ••••••• P••••••• I• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• O••••••••• C••••• M••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• P•••••• C••••• O••••••••• F••• ••••••• P••••••• S•••pooled vehicle sponsorn
- C•••••••• E••••••• P•••••• D••• O••••••••• F••• ••••••• P••••••• S•••••••pooled vehicle sponsorn
- C•••••••• E••••••• S••••••••• C••••• M••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• I••••••••• M••••••• ••••••••• S•••investment advisernRAUM $1.7B
- C•••••••• R••• E••••• F••• ••••••• P••••••• S••••••pooled vehicle sponsorn
- C•• S• E••••••• O••••••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•• S• S••••••• O••••••••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- S••••••• G• S••••••pooled vehicle sponsorn
Advisers that list C•••••••• I••••••••• M••••••• as a related person
- 284885 n
Offices
Schedule D 1.F, the 25 largest
- Paris, France4 employees
- L•••••••••, Luxembourg1 employees
What changed
consecutive filings, newest first
- Accounts · 33 to 28Apr 23, 2025 to Mar 31, 2026
- Advisory employees · 20 to 17Apr 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 24 to 22Apr 23, 2025 to Mar 31, 2026
- Employees · 56 to 43Apr 23, 2025 to Mar 31, 2026
- Other offices · 2 to 3Apr 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $5.3B to $5.8BApr 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.0B to $4.8BApr 23, 2025 to Mar 31, 2026
- RAUM · $5.3B to $5.8BApr 23, 2025 to Mar 31, 2026
- Accounts · 32 to 33Aug 28, 2024 to Apr 23, 2025
- Financial planning clients · 0 to 0Aug 28, 2024 to Apr 23, 2025
- HQ state · unset to Aug 28, 2024 to Apr 23, 2025
- Private funds · 11 to 2Aug 28, 2024 to Apr 23, 2025
- Discretionary RAUM · $5.0B to $5.3BAug 28, 2024 to Apr 23, 2025
- Pooled vehicle RAUM · $4.3B to $2.0BAug 28, 2024 to Apr 23, 2025
- RAUM · $5.0B to $5.3BAug 28, 2024 to Apr 23, 2025
- Accounts · 26 to 32Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 24 to 20Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 25 to 24Mar 31, 2023 to Mar 28, 2024
- Employees · 58 to 56Mar 31, 2023 to Mar 28, 2024
- Private funds · 13 to 11Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $5.5B to $5.0BMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.7B to $4.3BMar 31, 2023 to Mar 28, 2024
- RAUM · $5.5B to $5.0BMar 31, 2023 to Mar 28, 2024
- Accounts · 27 to 26Apr 1, 2022 to Mar 31, 2023
- Advisory employees · 20 to 24Apr 1, 2022 to Mar 31, 2023
- Pooled vehicle clients · 19 to 25Apr 1, 2022 to Mar 31, 2023
- Employees · 67 to 58Apr 1, 2022 to Mar 31, 2023
- Other offices · 1 to 2Apr 1, 2022 to Mar 31, 2023
- Private funds · 19 to 13Apr 1, 2022 to Mar 31, 2023
- Discretionary RAUM · $14B to $5.5BApr 1, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $10B to $2.7BApr 1, 2022 to Mar 31, 2023
- RAUM · $14B to $5.5BApr 1, 2022 to Mar 31, 2023
- Accounts · 28 to 27Mar 29, 2019 to Apr 1, 2021
- Advisory employees · 27 to 20Mar 29, 2019 to Apr 1, 2021
- Employees · 70 to 67Mar 29, 2019 to Apr 1, 2021
- Other offices · 3 to 1Mar 29, 2019 to Apr 1, 2021
- Pooled vehicle clients · 20 to 19Nov 13, 2018 to Mar 29, 2019
- Employees · 72 to 70Nov 13, 2018 to Mar 29, 2019
- Private funds · 20 to 19Nov 13, 2018 to Mar 29, 2019
- Discretionary RAUM · $23B to $14BNov 13, 2018 to Mar 29, 2019
Signals
11 dated events
- Duwe Demian Brasil (Partner) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2024-03-28, absent 2024-04-16)Apr 16, 2024 · Control person left · inference
- Emmanuel Stephane Parlebas (Partner) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2024-03-28, absent 2024-04-16)Apr 16, 2024 · Control person left · inference
- C•••••••• I••••••••• M••••••• reported RAUM $5.5B, down 61% from $14.0B (2022-04-01 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- (Nmn) Jacqueline Jordan (Chief Compliance Officer) appeared on Schedule A of C•••••••• I••••••••• M•••••••Apr 1, 2022 · Control person joined · fact
- Nicolas Benoit Pellegrini (Partner) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2021-04-01, absent 2022-04-01)Apr 1, 2022 · Control person left · inference
- Nmn Malek Meslemani (Partner) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2019-03-29, absent 2021-04-01)Apr 1, 2021 · Control person left · inference
- Patrick Yohann Steve Sabatier (General Counsel) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2019-03-29, absent 2021-04-01)Apr 1, 2021 · Control person left · inference
- Raymond Andrew Haines (Partner) no longer on Schedule A of C•••••••• I••••••••• M••••••• (listed 2019-03-29, absent 2021-04-01)Apr 1, 2021 · Control person left · inference
- C•••••••• I••••••••• M••••••• reported RAUM $14.0B, down 38% from $22.6B (2018-11-13 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- C•••••••• I••••••••• M••••••• reported RAUM $22.6B, up 38% from $16.4B (2018-03-16 to 2018-09-18)Sep 18, 2018 · RAUM change · derived
- C•••••••• I••••••••• M••••••• reported RAUM $16.4B, up 199% from $5.5B (2017-03-31 to 2018-03-16)Mar 16, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/chenavari-financial-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 20 7259 3600reportedpublic 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
Across the graphs
C•••••••• I••••••••• M••••••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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