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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C• I••••••••• P•••••••• L••
Legal name C••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Mar 31, 2017 · 16 filings
SEC status approved since Apr 10, 2017
RAUM
$284M
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
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$284M as of Mar 31, 2026
Mar 29, 2018$200M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)8 as of Mar 31, 2026
Mar 29, 201810 then
Private funds4 as of Mar 31, 2026
Mar 29, 20184 then
RAUM -3.2% over the last fiscal year+17% a year over threeIARs 0 to 0
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
- $71.0MderivedRAUM 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
- -3.2%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 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
- 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)
- 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$284M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 4reported
- 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
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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• I•• L••• | Private Equity Fund | $168M | 94 | Mar 31, 2017 |
| S•••• V•••••• P••••••• I••• L••• | Private Equity Fund | $43.8M | 96 | Mar 26, 2013 |
| C••••••••• S•••• I••••••••• L••no longer reported | Private Equity Fund | $9.4M | 40 | Mar 28, 2012 |
| S•••• V•••••• P••••••• I•• L•••no longer reported | Private Equity Fund | $622,239 | 75 | Mar 28, 2012 |
| C••••••••• P•• I• I••••••••• L••no longer reported | Private Equity Fund | $261,376 | 14 | Mar 28, 2012 |
| S•••• V•••••• P••••••• I•••••• L•no longer reported | Private Equity Fund | $3,632 | 12 | Mar 26, 2013 |
| C••••••••• A•• I••••••••• L••no longer reported | Private Equity Fund | $0 | 8 | Mar 28, 2012 |
Owners and control persons
Schedule A and B, latest filing
- H••••••• M••••• B•••• · Chief Financial Officer, Chief Compliance Officercontrolsince 03/2012 · owns less than 5%
- H••••••••• R••••••• R•••• · Chairmancontrolsince 12/2023 · owns less than 5%
- M•••••• W••••••• T••• · Chief Executiive Officer And Presidentcontrolsince 12/2023 · owns 75% or more
Related persons
Schedule D 7.A
- C••••••••• I• G•• L••pooled vehicle sponsorn
- C••••••••• S•• I••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $293M to $284MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $293M to $284MMar 31, 2025 to Mar 31, 2026
- RAUM · $293M to $284MMar 31, 2025 to Mar 31, 2026
- Accounts · 3 to 4Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 10 to 8Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 4Mar 29, 2024 to Mar 31, 2025
- Employees · 10 to 8Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Other offices · 1 to 0Mar 29, 2024 to Mar 31, 2025
- Private funds · 2 to 4Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $212M to $293MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $212M to $293MMar 29, 2024 to Mar 31, 2025
- RAUM · $212M to $293MMar 29, 2024 to Mar 31, 2025
- Advisory employees · 8 to 10Jan 30, 2024 to Mar 29, 2024
- Employees · 8 to 10Jan 30, 2024 to Mar 29, 2024
- Discretionary RAUM · $179M to $212MJan 30, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $179M to $212MJan 30, 2024 to Mar 29, 2024
- RAUM · $179M to $212MJan 30, 2024 to Mar 29, 2024
- Other offices · 0 to 1Mar 31, 2023 to Aug 14, 2023
- Advisory employees · 12 to 8Mar 31, 2022 to Mar 31, 2023
- Business name · C••••••••• L•• to C• I••••••••• P•••••••• L••Mar 31, 2022 to Mar 31, 2023
- Employees · 12 to 8Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $191M to $179MMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $191M to $179MMar 31, 2022 to Mar 31, 2023
- RAUM · $191M to $179MMar 31, 2022 to Mar 31, 2023
- Advisory employees · 10 to 12Feb 15, 2022 to Mar 31, 2022
- Employees · 10 to 12Feb 15, 2022 to Mar 31, 2022
- Discretionary RAUM · $180M to $191MFeb 15, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $180M to $191MFeb 15, 2022 to Mar 31, 2022
- RAUM · $180M to $191MFeb 15, 2022 to Mar 31, 2022
- Assets in custody · 0.0 to unsetMar 30, 2020 to Mar 31, 2021
- Custody of client assets · true to falseMar 30, 2020 to Mar 31, 2021
- Employees · 12 to 10Mar 30, 2020 to Mar 31, 2021
- Discretionary RAUM · $153M to $180MMar 30, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $153M to $180MMar 30, 2020 to Mar 31, 2021
- RAUM · $153M to $180MMar 30, 2020 to Mar 31, 2021
- Accounts · 4 to 3Mar 29, 2019 to Mar 30, 2020
- Pooled vehicle clients · 3 to 2Mar 29, 2019 to Mar 30, 2020
- Private funds · 3 to 2Mar 29, 2019 to Mar 30, 2020
- Discretionary RAUM · $195M to $153MMar 29, 2019 to Mar 30, 2020
Signals
2 dated events
- Todd William Martin (President) appeared on Schedule A of C• I••••••••• P•••••••• L••Sep 27, 2021 · Control person joined · fact
- C••••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C• I••••••••• P•••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C• I••••••••• P•••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cwindustrialpartners-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cwindustrials.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 216-781-3233reportedpublic 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