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•••••• ••• P••••••• L•
Latest filing Jun 11, 2026
First filing on the tape Mar 30, 2012 · 38 filings
SEC status approved since Oct 13, 2011
RAUM
$427M
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
17
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
38 filings and snapshots on the tape
RAUM$427M as of Jun 11, 2026
Mar 30, 2012$1.3B then
HNW client RAUM$0 as of Jun 11, 2026
Mar 29, 2018$16.7M then
State-registered IARs (5.B.3)0 as of Jun 11, 2026
Mar 30, 20120 then
Employees (5.A)17 as of Jun 11, 2026
Apr 1, 201360 then
Private funds4 as of Jun 11, 2026
Mar 30, 201214 then
RAUM +12% over the last fiscal year-1.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 11, 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
- $47.4MderivedRAUM 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
- +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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $386M, 9 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)
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$427M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $386M for 9 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| R•••• O••••••••• F••• I•• S•• S••••••••• | Real Estate Fund | $118M | 123 | Mar 29, 2018 |
| R•••• O••••••••• F••• I•• •••• L• | Real Estate Fund | $17.5M | 50 | Mar 29, 2018 |
| R•••• O••••••••• F••• I•• L• | Real Estate Fund | $11.3M | 108 | Mar 30, 2016 |
| R•••• M••••••••• O••••••••• F••• I••• L•no longer reported | Real Estate Fund | $5.3M | 44 | Mar 30, 2012 |
| R•••• W•••••••• H••••••• L• | Real Estate Fund | $3.0M | 21 | Apr 1, 2013 |
| R•••• O••••••••• F•••• L• | Real Estate Fund | $2.2M | 56 | Mar 25, 2014 |
| R•••• I••••••••• X• F••• A• L•no longer reported | Real Estate Fund | $1.1M | 43 | Mar 30, 2012 |
| R•••• R•••• M••••••• O••••••••• F••• I• L•no longer reported | Real Estate Fund | $1.1M | 30 | Mar 30, 2012 |
| R•••• C••••••••• D••••••••• F•••• L•no longer reported | Real Estate Fund | $1.0M | 34 | Mar 30, 2012 |
| R•••• I••••••••• V••• L•no longer reported | Real Estate Fund | $554,726 | 31 | Mar 30, 2012 |
| R•••• M••••••••• O••••••••• F•••• L•no longer reported | Real Estate Fund | $354,770 | 58 | Mar 30, 2012 |
| R•••• I••••••••• V•••• L•no longer reported | Real Estate Fund | $311,297 | 83 | Mar 30, 2012 |
| R•••• I••••••••• X• F••• B• L•no longer reported | Real Estate Fund | $242,467 | 39 | Mar 30, 2012 |
| R•••• I••••••••• I•• L•no longer reported | Real Estate Fund | $240,191 | 73 | Mar 30, 2012 |
| R•••• M••••••••• O••••••••• F••• I•• L•no longer reported | Real Estate Fund | $237,515 | 34 | Mar 30, 2012 |
| R•••• H•••••• V•••••••• L• | Real Estate Fund | $191,713 | 12 | Mar 30, 2012 |
| R•••• H•••••• V••••••• I•• L• | Real Estate Fund | $189,628 | 34 | Apr 1, 2013 |
| R•••• I••••••••• X• L•no longer reported | Real Estate Fund | $171,924 | 100 | Mar 30, 2012 |
| D•••••• D•• L•no longer reported | Real Estate Fund | $160,620 | 8 | Apr 1, 2013 |
| R•••• A••••••••• H••••••• L• | Real Estate Fund | $129,010 | 21 | Mar 30, 2012 |
| R•••• U•••• V•••••••• L•no longer reported | Real Estate Fund | $51,078 | 35 | Mar 30, 2012 |
| R•••• C•••••• I••••• F•••• L•no longer reported | Real Estate Fund | $36,270 | 40 | Mar 25, 2014 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• J••••••• · Board Member/ Ic Membercontrolsince 08/2021 · owns 5% to 10%
- H•••••• E••••• · Board Member/ Ic Membercontrolsince 08/2021 · owns less than 5%
- J•• D•••• · Board Member/ Ic Membercontrolsince 08/2021 · owns less than 5%
- M••••••••• C••••••• · Board Membercontrolsince 08/2021 · owns less than 5%
- N••••••• K••••• · Co-Head / Ic Membercontrolsince 11/2022 · owns less than 5%
- R••••••••• J•••• · Co-Head / Ic Membercontrolsince 04/2024 · owns less than 5%
- Z•••• A•••••• N••••• · D•••••Or Of Finance / Chief Compliance Officercontrolsince 07/2022 · owns less than 5%
Entity owners
- C• C•••••• ••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
- C••• R•••• G• L•• · General Partner Of C••• R•••• L•direct · owns less than 5%
- C••• R•••• L• · Limited Partnerdirect · owns 75% or more
- 1•••••• B••• L••• · Shareholderindirect · owns 75% or more of C• ••• R•••• H••••••• I•••
- C• ••• R•••• H••••••• I••• · Limited Partnerindirect · owns 75% or more of C••• R•••• L•
- H• R•••• P•••••••• L•• · Limited Partnerindirect · owns 25% to 50% of C••• R•••• L•
- H• D••••• G••• • C•• K• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- L••••••• C•••••• A•••••••• L•n
- R•••• H••• G•• I•••pooled vehicle sponsory
- R•••• H•••••• G•• I•••pooled vehicle sponsory
- R•••• O••••••••• F••• G•• I•••pooled vehicle sponsory
- R•••• O••••••••• F••• I• G•• L••pooled vehicle sponsory
- R•••• O••••••••• F••• I•• ••• G•• L••pooled vehicle sponsory
- R•••• O••••••••• I•• G• S•••••••pooled vehicle sponsorn
- R•••• O••••••••• I• G•• L••pooled vehicle sponsory
- R•••• W•••••••• H•••••• G•• I•••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Reston, VA2 employees
What changed
consecutive filings, newest first
- Assets in custody · $354M to $386MMar 26, 2026 to May 1, 2026
- Discretionary RAUM · $394M to $427MMar 26, 2026 to May 1, 2026
- Pooled vehicle RAUM · $394M to $427MMar 26, 2026 to May 1, 2026
- RAUM · $394M to $427MMar 26, 2026 to May 1, 2026
- Accounts · 8 to 9Sep 8, 2025 to Mar 26, 2026
- Advisory employees · 5 to 6Sep 8, 2025 to Mar 26, 2026
- Pooled vehicle clients · 8 to 9Sep 8, 2025 to Mar 26, 2026
- Assets in custody · $382M to $354MSep 8, 2025 to Mar 26, 2026
- Employees · 16 to 17Sep 8, 2025 to Mar 26, 2026
- Private funds · 5 to 4Sep 8, 2025 to Mar 26, 2026
- Discretionary RAUM · $382M to $394MSep 8, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $382M to $394MSep 8, 2025 to Mar 26, 2026
- RAUM · $382M to $394MSep 8, 2025 to Mar 26, 2026
- Accounts · 10 to 8Oct 2, 2024 to Mar 28, 2025
- Advisory employees · 6 to 5Oct 2, 2024 to Mar 28, 2025
- Pooled vehicle clients · 10 to 8Oct 2, 2024 to Mar 28, 2025
- Assets in custody · $290M to $382MOct 2, 2024 to Mar 28, 2025
- Financial planning clients · unset to Oct 2, 2024 to Mar 28, 2025
- Other offices · 1 to 2Oct 2, 2024 to Mar 28, 2025
- Private funds · 7 to 5Oct 2, 2024 to Mar 28, 2025
- Discretionary RAUM · $303M to $382MOct 2, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $303M to $382MOct 2, 2024 to Mar 28, 2025
- RAUM · $303M to $382MOct 2, 2024 to Mar 28, 2025
- Advisory employees · 7 to 6Mar 29, 2024 to May 8, 2024
- Assets in custody · $288M to $290MMar 29, 2024 to May 8, 2024
- Employees · 17 to 16Mar 29, 2024 to May 8, 2024
- Discretionary RAUM · $301M to $303MMar 29, 2024 to May 8, 2024
- Pooled vehicle RAUM · $301M to $303MMar 29, 2024 to May 8, 2024
- RAUM · $301M to $303MMar 29, 2024 to May 8, 2024
- Accounts · 12 to 10Oct 19, 2023 to Mar 29, 2024
- Advisory employees · 8 to 7Oct 19, 2023 to Mar 29, 2024
- Pooled vehicle clients · 12 to 10Oct 19, 2023 to Mar 29, 2024
- Assets in custody · $361M to $288MOct 19, 2023 to Mar 29, 2024
- Employees · 24 to 17Oct 19, 2023 to Mar 29, 2024
- Private funds · 8 to 7Oct 19, 2023 to Mar 29, 2024
- Discretionary RAUM · $444M to $301MOct 19, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $444M to $301MOct 19, 2023 to Mar 29, 2024
- RAUM · $444M to $301MOct 19, 2023 to Mar 29, 2024
- Accounts · 11 to 12Nov 15, 2022 to Mar 31, 2023
- Advisory employees · 9 to 8Nov 15, 2022 to Mar 31, 2023
Signals
30 dated events
- J•••• R•••••••• (Co-Head / Ic Member) appeared on Schedule A of C• C•••••• ••• P••••••• L•May 8, 2024 · Control person joined · fact
- James Paul Doocy (Co-Head / Ic Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2024-03-29, absent 2024-05-08)May 8, 2024 · Control person left · inference
- M•••• R••••• (Board Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2024-03-29, absent 2024-05-08)May 8, 2024 · Control person left · inference
- C• C•••••• ••• P••••••• L• reported RAUM $301.3M, down 32% from $444.2M (2023-10-19 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- H••••• H••• (Board Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2023-10-19, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- P•••• J••• A••••••• (General Counsel) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2023-10-19, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- M•••• R••••• (Board Member) appeared on Schedule A of C• C•••••• ••• P••••••• L•Mar 29, 2024 · Control person joined · fact
- D••••• J••••• K••• (Co-Head/ Ic Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2022-08-15, absent 2022-11-15)Nov 15, 2022 · Control person left · inference
- K••••• N•••••• (Co-Head / Ic Member) appeared on Schedule A of C• C•••••• ••• P••••••• L•Nov 15, 2022 · Control person joined · fact
- E•••••••• R•••• W••••••• (Chief Financial Officer/ Chief Compliance Officer) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2022-05-05, absent 2022-08-15)Aug 15, 2022 · Control person left · inference
- Nathan Andrew Zins (Director Of Finance / Chief Compliance Officer) appeared on Schedule A of C• C•••••• ••• P••••••• L•Aug 15, 2022 · Control person joined · fact
- C• C•••••• ••• P••••••• L• reported RAUM $479.8M, down 50% from $951.9M (2021-10-20 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- P•••• J••• A••••••• (General Counsel) appeared on Schedule A of C• C•••••• ••• P••••••• L•Mar 30, 2022 · Control person joined · fact
- E•••••••• R•••• W••••••• (Chief Financial Officer) appeared on Schedule A of C• C•••••• ••• P••••••• L•Oct 20, 2021 · Control person joined · fact
- Irene Sylvia Gross (Managing Director) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2021-09-02, absent 2021-10-20)Oct 20, 2021 · Control person left · inference
- B•••• T••• (Managing Director (Hq Direct Management Gmbh)) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2021-03-29, absent 2021-09-02)Sep 2, 2021 · Control person left · inference
- J••••••• B•••••• (Board Member/ Owner) appeared on Schedule A of C• C•••••• ••• P••••••• L•Sep 2, 2021 · Control person joined · fact
- C••••••• Mccracken (Board Member) appeared on Schedule A of C• C•••••• ••• P••••••• L•Sep 2, 2021 · Control person joined · fact
- E••••• H••••• (Board Member/ Owner) appeared on Schedule A of C• C•••••• ••• P••••••• L•Sep 2, 2021 · Control person joined · fact
- D•••• Ju (Board Member) appeared on Schedule A of C• C•••••• ••• P••••••• L•Sep 2, 2021 · Control person joined · fact
- Frieder Burda (Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2020-06-03, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- C• C•••••• ••• P••••••• L• reported RAUM $951.9M, down 43% from $1.7B (2020-06-03 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Franz Burda (Member) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2020-06-03, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- Jay Timmy Avery (Chief Financial Officer/ Chief Operating Officer (U.S. & Asia)) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2019-03-29, absent 2020-03-25)Mar 25, 2020 · Control person left · inference
- B•••• T••• (Managing Director) appeared on Schedule A of C• C•••••• ••• P••••••• L•Mar 29, 2019 · Control person joined · fact
- H••••• H••• (Chief Financial Officer/ Chief Operating Officer (Europe)) appeared on Schedule A of C• C•••••• ••• P••••••• L•Mar 29, 2019 · Control person joined · fact
- H••• H•••• D••••••••• (Chief Operating Officer) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Fritz Georg Wunderlin (Chief Executive Officer) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Stuart Michael Fruchtman (Managing Director) no longer on Schedule A of C• C•••••• ••• P••••••• L• (listed 2018-03-29, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- C• C•••••• ••• P••••••• L• reported RAUM $1.0B, down 27% from $1.4B (2017-08-23 to 2018-03-29)Mar 29, 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
- Website
- cpcapitalus.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-843-6100reportedpublic record, Form ADV, Jun 11, 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• C•••••• ••• P••••••• L• 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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