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•••••• P•••••••
Legal name C•••••• I••••••••• P••••••• L••
Latest filing Jul 6, 2026
First filing on the tape Feb 13, 2012 · 18 filings
SEC status approved since Mar 30, 2012
RAUM
$760M
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
19
14 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
5
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$760M as of Jul 6, 2026
Mar 28, 2013$487M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 6, 2026
Mar 28, 20130 then
Employees (5.A)19 as of Jul 6, 2026
Mar 28, 201316 then
Private funds5 as of Jul 6, 2026
Mar 28, 20133 then
RAUM -2.4% over the last fiscal year+6.1% a year over threeIARs 0 to 0offices 2 to 5
Practice profile
derived from the filing of Jul 6, 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
- $152MderivedRAUM 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
- unknownderived6 offices incl. principal (1.F.5)
- RAUM growth, one year
- -2.4%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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$760M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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=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
7 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• I•••••••• V• L• | Private Equity Fund | $166M | 23 | Mar 28, 2019 |
| C•••••• P••••••• I•••••••• V• L• | Private Equity Fund | $161M | 17 | Mar 28, 2019 |
| C•••••• I•••••••• I• L• | Private Equity Fund | $124M | 52 | Mar 29, 2014 |
| C•••••• S••• I• L• | Private Equity Fund | $2.2M | 9 | Mar 28, 2024 |
| C•••••• I•••••••• I•• L•no longer reported | Private Equity Fund | $1.8M | 28 | Feb 13, 2012 |
| C•••••• I•••••••• I• L•no longer reported | Private Equity Fund | $625,943 | 22 | Feb 13, 2012 |
| C•••••• I••••••••• I•••••••• I•• L•no longer reported | Private Equity Fund | $376,129 | 8 | Feb 13, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••••• M••••••• J• · Partner And Membercontrolsince 06/2011 · owns 10% to 25%
- L••••• L•••••• J••• · Partner And Membercontrolsince 06/2011 · owns 25% to 50%
- S••••••••• J•••• R• · Partner And Membercontrolsince 06/2011 · owns 25% to 50%
- V••••• L•••• R••• · Chief Financial Officer And Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
- H•••• B•••• A•• · Partner And Membersince 01/2022 · owns 5% to 10%
- K••••••• D•••••• J• · Partner And Membersince 01/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
- C•••••• I• M••••••••• L••investment adviserbankpooled vehicle sponsorn
- C•••••• S••• I• M••••••••• L••investment adviserbankpooled vehicle sponsorn
- C•••••• V• M••••••••• L••investment adviserbankpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
- Chicago, IL2 employees
What changed
consecutive filings, newest first
- Employees · 18 to 19Jul 8, 2025 to Mar 16, 2026
- Other offices · 1 to 5Jul 8, 2025 to Mar 16, 2026
- Discretionary RAUM · $779M to $760MJul 8, 2025 to Mar 16, 2026
- Pooled vehicle RAUM · $779M to $760MJul 8, 2025 to Mar 16, 2026
- RAUM · $779M to $760MJul 8, 2025 to Mar 16, 2026
- Financial planning clients · unset to Mar 27, 2025 to Jul 8, 2025
- Other offices · 2 to 1Mar 27, 2025 to Jul 8, 2025
- Accounts · 4 to 5Mar 28, 2024 to Mar 27, 2025
- Pooled vehicle clients · 4 to 5Mar 28, 2024 to Mar 27, 2025
- Private funds · 4 to 5Mar 28, 2024 to Mar 27, 2025
- Discretionary RAUM · $554M to $779MMar 28, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $554M to $779MMar 28, 2024 to Mar 27, 2025
- RAUM · $554M to $779MMar 28, 2024 to Mar 27, 2025
- Accounts · 3 to 4Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 3 to 4Mar 30, 2023 to Mar 28, 2024
- Private funds · 3 to 4Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $636M to $554MMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $636M to $554MMar 30, 2023 to Mar 28, 2024
- RAUM · $636M to $554MMar 30, 2023 to Mar 28, 2024
- Advisory employees · 11 to 14Mar 24, 2022 to Mar 30, 2023
- Advisory activities · 2 to 1Mar 24, 2022 to Mar 30, 2023
- Employees · 17 to 18Mar 24, 2022 to Mar 30, 2023
- Discretionary RAUM · $652M to $636MMar 24, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $652M to $636MMar 24, 2022 to Mar 30, 2023
- RAUM · $652M to $636MMar 24, 2022 to Mar 30, 2023
- Advisory employees · 12 to 11Mar 23, 2021 to Mar 24, 2022
- Discretionary RAUM · $657M to $652MMar 23, 2021 to Mar 24, 2022
- Pooled vehicle RAUM · $657M to $652MMar 23, 2021 to Mar 24, 2022
- RAUM · $657M to $652MMar 23, 2021 to Mar 24, 2022
- Employees · 15 to 17Mar 26, 2020 to Mar 23, 2021
- Discretionary RAUM · $717M to $657MMar 26, 2020 to Mar 23, 2021
- Pooled vehicle RAUM · $717M to $657MMar 26, 2020 to Mar 23, 2021
- RAUM · $717M to $657MMar 26, 2020 to Mar 23, 2021
- Accounts · 6 to 3Mar 28, 2019 to Mar 26, 2020
- Advisory employees · 11 to 12Mar 28, 2019 to Mar 26, 2020
- Pooled vehicle clients · 6 to 3Mar 28, 2019 to Mar 26, 2020
- Employees · 14 to 15Mar 28, 2019 to Mar 26, 2020
- Private funds · 5 to 3Mar 28, 2019 to Mar 26, 2020
- Discretionary RAUM · $732M to $717MMar 28, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $732M to $717MMar 28, 2019 to Mar 26, 2020
Signals
5 dated events
- C•••••• P••••••• reported RAUM $778.7M, up 41% from $553.8M (2024-03-28 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- Anthony Theodore Laufik (Chief Financial Officer And Chief Compliance Officer) no longer on Schedule A of C•••••• P••••••• (listed 2022-03-24, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Rose Lisa Vulic (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of C•••••• P•••••••Mar 30, 2023 · Control person joined · fact
- Jane Cindy Babitt (Partner And Member) no longer on Schedule A of C•••••• P••••••• (listed 2021-03-23, absent 2022-03-24)Mar 24, 2022 · Control person left · inference
- C•••••• P••••••• reported RAUM $732.0M, up 54% from $474.2M (2018-03-26 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- C•••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cyprium-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- C••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 216-453-4500reportedpublic record, Form ADV, Jul 6, 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