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•••••••
Asset manager (funds and pooled vehicles)San Francisco, CaliforniaCRD 160892SEC 801-74214websiteIAPD
Legal name C••••• M••••••••• I••• L••
Latest filing Mar 31, 2026
First filing on the tape Feb 15, 2012 · 41 filings
SEC status approved since Mar 30, 2012
RAUM
$8.0B
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
164
11 advisory (5.B.1)
Offices
5
beyond the principal office
Private funds
8
reported on Schedule D
History
41 filings and snapshots on the tape
RAUM$8.0B as of Mar 31, 2026
Mar 27, 2013$3.2B then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2022$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 27, 20130 then
Employees (5.A)164 as of Mar 31, 2026
Mar 27, 201355 then
Private funds8 as of Mar 31, 2026
Mar 27, 20134 then
RAUM +6.1% over the last fiscal year+28% 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
- $998MderivedRAUM 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
- +6.1%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
- $6.6B, 8 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$8.0B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $6.6B for 8 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• P••••••• I••••••••• F••• V•••• L••• | Real Estate Fund | $1.6B | 98 | Mar 29, 2022 |
| C••••• P••••••• I••••••••• F••• V••• L• | Real Estate Fund | $1.4B | 111 | Mar 29, 2019 |
| C••••• P••••••• I••••••••• F••• V•• L• | Real Estate Fund | $1.2B | 81 | Mar 30, 2016 |
| C••••• P••••••• I••••••••• F••• V• L• | Real Estate Fund | $1.1B | 166 | Mar 31, 2014 |
| C••••• P••••••• I••••••••• F••• I•• L••• | Real Estate Fund | $638M | 41 | Jan 2, 2024 |
| C• V••• W••••••• J•• L• | Real Estate Fund | $414M | 15 | Mar 31, 2023 |
| C• V••• C••••••••• J•• L• | Real Estate Fund | $388M | 4 | Mar 31, 2023 |
| C••••• P••••••• I••••••••• F••• I•• L•no longer reported | Real Estate Fund | $129M | 79 | Feb 15, 2012 |
| C••••• P••••••• I••••••••• F••• I••• L• | Real Estate Fund | $3.9M | 60 | Feb 15, 2012 |
| C• I••••••••• F•••• L•no longer reported | Real Estate Fund | $1.2M | 26 | Feb 15, 2012 |
| C• I••••••••• F••• I•• L•no longer reported | Real Estate Fund | $0 | 30 | Feb 15, 2012 |
Owners and control persons
Schedule A and B, latest filing
- C••••• B••••• C••••••• · Managing Partner & Chief Investment Officercontrolsince 01/2024 · owns less than 5%
- G•••••• M••••••• T••• · Executive Committee Member, General Counsel, Managing Partner & Chief Compliance Officercontrolsince 04/2019 · owns less than 5%
- H•••••• M••••••• G•••• · Vice Chair Of Executive Committeecontrolsince 04/2021 · owns less than 5%
- O••••• P••••••• M••••••• · Managing Partner & Chief Financial Officercontrolsince 02/2023 · owns less than 5%
- T•••••••• E•••••••• · Executive Committee Member, Managing Partner & Head Of Investor Relationscontrolsince 04/2021 · owns less than 5%
- Z•••• R••• D•••• · Executive Committee Chair, Managing Member & Chief Executive Officercontrolsince 09/1996 · owns less than 5%
- Z•••• R••• D•••• · Managercontrolsince 12/2020 · owns F of C••••• P••••••• G••••• L••
Entity owners
- C••••• P••••••• G••••• L•• · Memberdirect · owns 75% or more
- B••••••••• T•••• C•••••• · Trusteeindirect · owns F of R•• Z••• 2••• E••••• T••••
- R•• Z••• 2••• E••••• T•••• · Memberindirect · owns 75% or more of C••••• P••••••• G••••• L••
Related persons
Schedule D 7.A
- C••••• P••••••• G• I••• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G• I•• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G• V• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G• V•• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G• V••• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G• V•••• L••investment adviserpooled vehicle sponsorn
- C••••• P••••••• G••••• L••investment adviserpooled vehicle sponsorn
- C• E•••••••• I•••investment companyn
- C• V••• C••••••••• G•• L••investment adviserpooled vehicle sponsorn
- C• V••• W••••••• G• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New York, NY3 employees
- Santa Monica, CA2 employees
- Denver, CO1 employees
- Seattle, WA1 employees
- Washington, DC1 employees
What changed
consecutive filings, newest first
- Assets in custody · $6.0B to $6.6BMar 31, 2025 to Mar 31, 2026
- Employees · 171 to 164Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $7.5B to $8.0BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $7.5B to $8.0BMar 31, 2025 to Mar 31, 2026
- RAUM · $7.5B to $8.0BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 16 to 11Jul 2, 2024 to Mar 31, 2025
- Assets in custody · $4.7B to $6.0BJul 2, 2024 to Mar 31, 2025
- Employees · 175 to 171Jul 2, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jul 2, 2024 to Mar 31, 2025
- Discretionary RAUM · $6.0B to $7.5BJul 2, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $6.0B to $7.5BJul 2, 2024 to Mar 31, 2025
- RAUM · $6.0B to $7.5BJul 2, 2024 to Mar 31, 2025
- Advisory employees · 11 to 16Feb 27, 2024 to Mar 29, 2024
- Assets in custody · $3.2B to $4.7BFeb 27, 2024 to Mar 29, 2024
- Employees · 174 to 175Feb 27, 2024 to Mar 29, 2024
- Other offices · 3 to 5Feb 27, 2024 to Mar 29, 2024
- Discretionary RAUM · $5.7B to $6.0BFeb 27, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $5.7B to $6.0BFeb 27, 2024 to Mar 29, 2024
- RAUM · $5.7B to $6.0BFeb 27, 2024 to Mar 29, 2024
- Accounts · 10 to 8Mar 31, 2023 to Apr 28, 2023
- Pooled vehicle clients · 6 to 8Mar 31, 2023 to Apr 28, 2023
- Assets in custody · $2.7B to $3.2BMar 31, 2023 to Apr 28, 2023
- Discretionary RAUM · $3.8B to $5.7BMar 31, 2023 to Apr 28, 2023
- Pooled vehicle RAUM · $3.8B to $5.7BMar 31, 2023 to Apr 28, 2023
- RAUM · $3.8B to $5.7BMar 31, 2023 to Apr 28, 2023
- Accounts · 6 to 10Mar 29, 2022 to Mar 31, 2023
- Advisory employees · 10 to 11Mar 29, 2022 to Mar 31, 2023
- Assets in custody · $2.8B to $2.7BMar 29, 2022 to Mar 31, 2023
- Employees · 151 to 174Mar 29, 2022 to Mar 31, 2023
- Private funds · 6 to 8Mar 29, 2022 to Mar 31, 2023
- Discretionary RAUM · $4.3B to $3.8BMar 29, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $4.3B to $3.8BMar 29, 2022 to Mar 31, 2023
- RAUM · $4.3B to $3.8BMar 29, 2022 to Mar 31, 2023
- Advisory employees · 11 to 10Mar 31, 2021 to Mar 29, 2022
- Charity clients · unset to 0.0Mar 31, 2021 to Mar 29, 2022
- Corporate clients · unset to 0.0Mar 31, 2021 to Mar 29, 2022
- HNW clients · unset to 0.0Mar 31, 2021 to Mar 29, 2022
- Individual clients · unset to 0.0Mar 31, 2021 to Mar 29, 2022
- Pension plan clients · unset to 0.0Mar 31, 2021 to Mar 29, 2022
- Assets in custody · $2.7B to $2.8BMar 31, 2021 to Mar 29, 2022
Signals
11 dated events
- William Dennis Markus (Executive Committee Member, Senior Managing Partner) no longer on Schedule A of C••••• P••••••• (listed 2024-01-02, absent 2024-02-22)Feb 22, 2024 · Control person left · inference
- Carlisle Bryan Crane (Chief Investment Officer) appeared on Schedule A of C••••• P•••••••Feb 22, 2024 · Control person joined · fact
- C••••• P••••••• reported RAUM $5.7B, up 50% from $3.8B (2023-03-31 to 2023-04-28)Apr 28, 2023 · RAUM change · derived
- Marshall Phillip Owens (Managing Partner & Chief Financial Officer) appeared on Schedule A of C••••• P•••••••Mar 31, 2023 · Control person joined · fact
- Elizabeth Tennican (Executive Committee Member, Managing Partner, Head Of Investor Relations) appeared on Schedule A of C••••• P•••••••Mar 29, 2022 · Control person joined · fact
- Gregg Michael Halper (Vice Chair Of Executive Committee) appeared on Schedule A of C••••• P•••••••Mar 29, 2022 · Control person joined · fact
- Aaron Michael Lahorgue (Senior Managing Partner & President) no longer on Schedule A of C••••• P••••••• (listed 2021-03-31, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Gregory Daniel Garibaldi (Managing Partner, Development & Construction) no longer on Schedule A of C••••• P••••••• (listed 2021-03-31, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Isaac Andrew Sands (Managing Partner, Chief Real Estate Officer) no longer on Schedule A of C••••• P••••••• (listed 2021-03-31, absent 2022-03-29)Mar 29, 2022 · Control person left · inference
- Isaac Andrew Sands (Managing Partner, Head Of Asset Management & Portfolio Strategy) appeared on Schedule A of C••••• P•••••••Mar 29, 2019 · Control person joined · fact
- Todd Matthew Golden (General Counsel, Partner) appeared on Schedule A of C••••• P•••••••Mar 29, 2019 · Control person joined · fact
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
- H•••S://WWW.LINKEDIN.COM/COMPANY/C•••••-PARTNERSreportedpublic record, Form ADV, Sep 18, 2026
- Website
- H•••••••••reportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-273-2900reportedpublic 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••••• P••••••• 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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