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••••••
Legal name C••••••••• F••• M••••••••• L••
Latest filing Jul 22, 2026
First filing on the tape May 21, 2022 · 14 filings
SEC status approved since Jun 21, 2022
RAUM
$180M
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
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$180M as of Jul 22, 2026
Mar 27, 2023$180M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 22, 2026
Mar 27, 20230 then
Employees (5.A)8 as of Jul 22, 2026
Mar 27, 20234 then
Private funds4 as of Jul 22, 2026
Mar 27, 20232 then
RAUM +1.6% over the last fiscal year+0.0% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 22, 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
- $45.0MderivedRAUM 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
- +1.6%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
- 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)
- 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$180M100%
- 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• S•••••••• F••• I• L•• | Other Private Fund | $93.9M | 17 | Feb 20, 2013 |
| C••••••••• S•••••••• F••• I•• L•• | Other Private Fund | $66.6M | 29 | Jul 31, 2017 |
| C••••••••• F••• I•• R•• L•• | Private Equity Fund | $11.6M | 4 | Mar 29, 2024 |
| C••••••••• F••• I•• R•• L•• | Private Equity Fund | $1.0M | 4 | Mar 29, 2024 |
| C••••••••• F••• I•• D•• L•• | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
| C••••••••• F••• I•• N•• L•• | Private Equity Fund | $0 | 0 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• L•••••• N••••• · Chief Compliance Officercontrolsince 05/2022 · owns less than 5%
- K••••• J•••••• B•••• · Chief Executive Officer, Managing Partnercontrolsince 03/2024 · owns less than 5%
Entity owners
- C••••••••• H•••••••• L•• · Memberdirect · owns 75% or more
- C••••••••• · Memberindirect · owns 75% or more of C••••••••• H•••••••• L••
Related persons
Schedule D 7.A
- C••••••••• C•••••• F••• I•• G•• L••pooled vehicle sponsory
- C••••••••• D••••••••• H•••••••• L••pooled vehicle sponsory
- C••••••••• F••• M••••••••• I•• L••pooled vehicle sponsorn
- C••••••••• F••• M••••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 5 to 4Feb 2, 2026 to Mar 24, 2026
- Pooled vehicle clients · 5 to 4Feb 2, 2026 to Mar 24, 2026
- Employees · 7 to 8Feb 2, 2026 to Mar 24, 2026
- Private funds · 5 to 4Feb 2, 2026 to Mar 24, 2026
- Discretionary RAUM · $177M to $180MFeb 2, 2026 to Mar 24, 2026
- Pooled vehicle RAUM · $177M to $180MFeb 2, 2026 to Mar 24, 2026
- RAUM · $177M to $180MFeb 2, 2026 to Mar 24, 2026
- Financial planning clients · unset to Mar 17, 2025 to May 13, 2025
- Accounts · 6 to 5Oct 31, 2024 to Mar 17, 2025
- Advisory employees · 4 to 5Oct 31, 2024 to Mar 17, 2025
- Pooled vehicle clients · 6 to 5Oct 31, 2024 to Mar 17, 2025
- Employees · 6 to 7Oct 31, 2024 to Mar 17, 2025
- Private funds · 6 to 5Oct 31, 2024 to Mar 17, 2025
- Discretionary RAUM · $173M to $177MOct 31, 2024 to Mar 17, 2025
- Pooled vehicle RAUM · $173M to $177MOct 31, 2024 to Mar 17, 2025
- RAUM · $173M to $177MOct 31, 2024 to Mar 17, 2025
- Other offices · 1 to 0Jun 27, 2024 to Oct 31, 2024
- Business name · C••••••••• F••• M••••••••• L•• to C••••••••• C••••••Mar 29, 2024 to Jun 27, 2024
- Accounts · 2 to 6Jan 25, 2024 to Mar 29, 2024
- Advisory employees · 3 to 4Jan 25, 2024 to Mar 29, 2024
- Pooled vehicle clients · 2 to 6Jan 25, 2024 to Mar 29, 2024
- Employees · 4 to 6Jan 25, 2024 to Mar 29, 2024
- Other offices · 0 to 1Jan 25, 2024 to Mar 29, 2024
- Private funds · 2 to 6Jan 25, 2024 to Mar 29, 2024
- Discretionary RAUM · $180M to $173MJan 25, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $180M to $173MJan 25, 2024 to Mar 29, 2024
- RAUM · $180M to $173MJan 25, 2024 to Mar 29, 2024
- Discretionary RAUM · $183M to $180MJun 29, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $183M to $180MJun 29, 2022 to Mar 27, 2023
- RAUM · $183M to $180MJun 29, 2022 to Mar 27, 2023
- Private funds · 4 to 2May 21, 2022 to Jun 29, 2022
Signals
4 dated events
- P••• B•••••••• (Chief Executive Officer) no longer on Schedule A of C••••••••• C•••••• (listed 2024-01-25, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Brian Joseph Kropp (Managing Director) appeared on Schedule A of C••••••••• C••••••Aug 24, 2023 · Control person joined · fact
- Adams Sarah Anderson (Fund Manager) no longer on Schedule A of C••••••••• C•••••• (listed 2023-03-27, absent 2023-08-24)Aug 24, 2023 · Control person left · inference
- C••••••••• F••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••••• C•••••• · Private Equityshared crd · organization
- C••••••••• C•••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- cintrifusecapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 513-246-2706reportedpublic record, Form ADV, Jul 22, 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