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•••• C•••••• A•••••••• L••
Latest filing Mar 30, 2026
First filing on the tape Mar 8, 2013 · 36 filings
SEC status approved since Mar 19, 2013
RAUM
$2.0B
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
9
5 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
7
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$2.0B as of Mar 30, 2026
Mar 28, 2014$203M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20140 then
Employees (5.A)9 as of Mar 30, 2026
Mar 28, 20147 then
Private funds7 as of Mar 30, 2026
Mar 28, 20146 then
RAUM -4.7% over the last fiscal year-2.7% a year over threeIARs 0 to 0offices 4 to 3
Practice profile
derived from the filing of Mar 30, 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
- $106MderivedRAUM 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
- -4.7%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
- $1.7B, 16 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$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 16 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•• L••• S••••••••• F••• I• I••• | Other Private Fund | $610M | 233 | Apr 29, 2022 |
| C•• L••• S••••••••• F••• I•• I••• | Other Private Fund | $496M | 196 | Mar 31, 2021 |
| C•• L••• S••••••••• F••• F•••••• | Other Private Fund | $265M | 55 | Mar 30, 2017 |
| C•• B••••• L• | Other Private Fund | $232M | 37 | Mar 8, 2013 |
| C•• L••• S••••••••• F••• V• I••• | Other Private Fund | $84.5M | 42 | Mar 28, 2024 |
| C•• L•••••••• F••• V•• L• | Other Private Fund | $69.0M | 18 | Mar 28, 2018 |
| C•• G••••• L•no longer reported | Other Private Fund | $9.7M | 2 | Mar 8, 2013 |
| C•• S•••••• L•no longer reported | Other Private Fund | $8.9M | 6 | Mar 8, 2013 |
| C•• G•••• L•no longer reported | Other Private Fund | $7.8M | 10 | Mar 8, 2013 |
| C•• B•••• L•no longer reported | Other Private Fund | $2.4M | 4 | Mar 8, 2013 |
| C•••• C•••••• A••••••• V• L•••no longer reported | Other Private Fund | $1.6M | 1 | Mar 8, 2013 |
Owners and control persons
Schedule A and B, latest filing
- A••••••• D•••••• D•••• · Chief Compliance Officercontrolsince 03/2020 · owns less than 5%
- C••••• W••••••• P••• · Managing Membercontrolsince 04/2006 · owns 75% or more
- K•••••• Z••••••• S••••••• · Senior Managing Director, General Counselcontrolsince 03/2015 · owns less than 5%
- W••••••• M•••••••• E••••• · Senior Managing Director, Cfocontrolsince 03/2013 · owns less than 5%
Related persons
Schedule D 7.A
- C•• G•• L•pooled vehicle sponsorn
- C•• L••• S••••••••• S•••••••pooled vehicle sponsory
- C•• L••• S••••••••• L••real estaten
- C•• L•••••••• F••• I•• M••••••••• •••• L••pooled vehicle sponsorn
- C•• S••••••••• L••real estaten
- S•• L••• S••••••••• L••real estatey
Offices
Schedule D 1.F, the 25 largest
- New York, NY4 employees
- Pittsburgh, PA3 employees
- London, United Kingdom2 employees
- Dublin 6, Ireland1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 30, 2026
- RAUM · $2.1B to $2.0BMar 31, 2025 to Mar 30, 2026
- Accounts · 18 to 19Mar 31, 2025 to Mar 30, 2026
- Pooled vehicle clients · 18 to 19Mar 31, 2025 to Mar 30, 2026
- Assets in custody · $1.8B to $1.7BMar 31, 2025 to Mar 30, 2026
- Employees · 10 to 9Mar 31, 2025 to Mar 30, 2026
- Other offices · 4 to 3Mar 31, 2025 to Mar 30, 2026
- Accounts · 16 to 18Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 16 to 18Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $1.3B to $1.8BMar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 6 to 7Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.8B to $2.1BMar 28, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $435M to $0Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.2B to $2.1BMar 28, 2024 to Mar 31, 2025
- RAUM · $2.2B to $2.1BMar 28, 2024 to Mar 31, 2025
- Accounts · 13 to 16May 8, 2023 to Mar 28, 2024
- Pooled vehicle clients · 13 to 16May 8, 2023 to Mar 28, 2024
- Assets in custody · $1.3B to $1.3BMay 8, 2023 to Mar 28, 2024
- Other offices · 3 to 4May 8, 2023 to Mar 28, 2024
- Private funds · 5 to 6May 8, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $1.8BMay 8, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $489M to $435MMay 8, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $2.2B to $2.2BMay 8, 2023 to Mar 28, 2024
- RAUM · $2.2B to $2.2BMay 8, 2023 to Mar 28, 2024
- Advisory employees · 4 to 5Sep 27, 2022 to Mar 31, 2023
- Pooled vehicle clients · 12 to 13Sep 27, 2022 to Mar 31, 2023
- Assets in custody · $264M to $1.3BSep 27, 2022 to Mar 31, 2023
- Employees · 12 to 10Sep 27, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.2B to $1.7BSep 27, 2022 to Mar 31, 2023
- Non-discretionary RAUM · $959M to $489MSep 27, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $2.2B to $2.2BSep 27, 2022 to Mar 31, 2023
- RAUM · $2.2B to $2.2BSep 27, 2022 to Mar 31, 2023
- Accounts · 14 to 13Mar 31, 2022 to Sep 27, 2022
- Pooled vehicle clients · 14 to 12Mar 31, 2022 to Sep 27, 2022
- Assets in custody · $280M to $264MMar 31, 2022 to Sep 27, 2022
- Private funds · 6 to 5Mar 31, 2022 to Sep 27, 2022
- Discretionary RAUM · $694M to $1.2BMar 31, 2022 to Sep 27, 2022
- Non-discretionary RAUM · $1.3B to $959MMar 31, 2022 to Sep 27, 2022
Signals
5 dated events
- Diane Denise Alfieri (Chief Compliance Officer) appeared on Schedule A of C•••• C•••••• A•••••••• L••Mar 30, 2020 · Control person joined · fact
- C•••• C•••••• A•••••••• L•• reported RAUM $1.3B, up 35% from $988.1M (2019-12-19 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
- C•••• C•••••• A•••••••• L•• reported RAUM $988.1M, up 26% from $783.3M (2018-07-30 to 2019-03-01)Mar 1, 2019 · RAUM change · derived
- C•••• C•••••• A•••••••• L•• reported RAUM $666.9M, up 60% from $418.1M (2017-05-19 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- C•••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Mar 8, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••• C•••••• A•••••••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/corry-capital-advisorsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- C••••CAPITAL.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 412-741-2700reportedpublic record, Form ADV, Mar 30, 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