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••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 27, 2017 · 14 filings
SEC status approved since Jul 31, 2017
RAUM
$2.9B
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
29
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
5
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$2.9B as of Mar 31, 2026
Mar 28, 2018$638M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 28, 20180 then
Employees (5.A)29 as of Mar 31, 2026
Mar 28, 201816 then
Private funds5 as of Mar 31, 2026
Mar 28, 20182 then
RAUM -2.4% over the last fiscal year+2.0% a year over threeIARs 0 to 0offices 3 to 2
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
- $410MderivedRAUM 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
- unknownderived3 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- 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=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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• P••••••• M••••• F•••• L••• | Hedge Fund | $1.9B | 563 | Nov 20, 2013 |
| C••••• P•••••• G••••• E••••• F••• I•• L••• | Private Equity Fund | $402M | 226 | Feb 16, 2022 |
| C••••• P•••••• G••••• E••••• F•••• L••• | Private Equity Fund | $243M | 175 | Feb 25, 2021 |
| C••••• V•••••• O••••••••• F•••• L••• | Venture Capital Fund | $28.5M | 46 | Mar 28, 2018 |
| C••••• P••••••• F•• • M••• L• | Hedge Fund | $24.6M | 2 | Nov 22, 2022 |
| C••••• A•••••• F•••• L• | Hedge Fund | $13.6M | 2 | Nov 22, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••••••• L•••••••• J••• · Chief Financial Officercontrolsince 05/2019 · owns less than 5%
- C•••••• E••• D• · Managing Membercontrolsince 08/2011 · owns 75% or more
- C••••• A••••• · Chief Compliance Officercontrolsince 03/2021 · owns less than 5%
- F•••• A••••••••• · Chief Operating Officercontrolsince 01/2020 · owns less than 5%
- G•••••••• S•••••• M•••••• · General Counselcontrolsince 03/2022 · owns less than 5%
Related persons
Schedule D 7.A
- C••••• P••••••• G•• L••bankpooled vehicle sponsorn
- C••••• P•••••• G••••• E••••• F••• G•• L••pooled vehicle sponsorn
- C••••• P•••••• G••••• E••••• F••• I• G•• L••pooled vehicle sponsorn
- C••••• V•••••• O••••••••• F••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boston, MA3 employees
- Nashville, TN1 employees
- San Diego, CA1 employees
What changed
consecutive filings, newest first
- Advisory employees · 12 to 11Mar 31, 2025 to Mar 31, 2026
- Employees · 32 to 29Mar 31, 2025 to Mar 31, 2026
- Other offices · 3 to 2Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.9B to $2.9BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.9B to $2.9BMar 31, 2025 to Mar 31, 2026
- RAUM · $2.9B to $2.9BMar 31, 2025 to Mar 31, 2026
- Accounts · 8 to 7Mar 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 8 to 7Mar 30, 2024 to Mar 31, 2025
- Employees · 33 to 32Mar 30, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 30, 2024 to Mar 31, 2025
- Private funds · 6 to 5Mar 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.6B to $2.9BMar 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.6B to $2.9BMar 30, 2024 to Mar 31, 2025
- RAUM · $2.6B to $2.9BMar 30, 2024 to Mar 31, 2025
- Advisory employees · 13 to 12Mar 31, 2023 to Mar 30, 2024
- Employees · 38 to 33Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $2.7B to $2.6BMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $2.7B to $2.6BMar 31, 2023 to Mar 30, 2024
- RAUM · $2.7B to $2.6BMar 31, 2023 to Mar 30, 2024
- Accounts · 6 to 8Nov 22, 2022 to Mar 31, 2023
- Pooled vehicle clients · 6 to 8Nov 22, 2022 to Mar 31, 2023
- Employees · 40 to 38Nov 22, 2022 to Mar 31, 2023
- Other offices · 2 to 3Nov 22, 2022 to Mar 31, 2023
- Discretionary RAUM · $5.2B to $2.7BNov 22, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $5.2B to $2.7BNov 22, 2022 to Mar 31, 2023
- RAUM · $5.2B to $2.7BNov 22, 2022 to Mar 31, 2023
- Private funds · 4 to 6Mar 31, 2022 to Nov 22, 2022
- Accounts · 5 to 6Feb 16, 2022 to Mar 31, 2022
- Advisory employees · 10 to 13Feb 16, 2022 to Mar 31, 2022
- Pooled vehicle clients · 5 to 6Feb 16, 2022 to Mar 31, 2022
- Employees · 32 to 40Feb 16, 2022 to Mar 31, 2022
- Discretionary RAUM · $4.6B to $5.2BFeb 16, 2022 to Mar 31, 2022
- Pooled vehicle RAUM · $4.6B to $5.2BFeb 16, 2022 to Mar 31, 2022
- RAUM · $4.6B to $5.2BFeb 16, 2022 to Mar 31, 2022
- Private funds · 3 to 4Mar 29, 2021 to Feb 16, 2022
- Accounts · 4 to 5Feb 25, 2021 to Mar 29, 2021
- Advisory employees · 9 to 10Feb 25, 2021 to Mar 29, 2021
- Pooled vehicle clients · 4 to 5Feb 25, 2021 to Mar 29, 2021
- Employees · 24 to 32Feb 25, 2021 to Mar 29, 2021
- Discretionary RAUM · $1.3B to $4.6BFeb 25, 2021 to Mar 29, 2021
Signals
11 dated events
- C••••• C••••••• L•• reported RAUM $2.7B, down 48% from $5.2B (2022-11-22 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- Eugene Kevin O'Brien (Chief Legal Officer) no longer on Schedule A of C••••• C••••••• L•• (listed 2022-02-16, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Michael Steven Giordano (General Counsel) appeared on Schedule A of C••••• C••••••• L••Mar 31, 2022 · Control person joined · fact
- C••••• C••••••• L•• reported RAUM $4.6B, up 247% from $1.3B (2021-02-25 to 2021-03-29)Mar 29, 2021 · RAUM change · derived
- Angelo Crupi (Chief Compliance Officer) appeared on Schedule A of C••••• C••••••• L••Mar 29, 2021 · Control person joined · fact
- C••••• C••••••• L•• reported RAUM $1.3B, up 80% from $731.7M (2019-03-29 to 2020-03-29)Mar 29, 2020 · RAUM change · derived
- Jude Lawrence Canzoneri (Chief Financial Officer) appeared on Schedule A of C••••• C••••••• L••Mar 29, 2020 · Control person joined · fact
- Alexandria Fisk (Chief Operating Officer) appeared on Schedule A of C••••• C••••••• L••Mar 29, 2020 · Control person joined · fact
- Evans Apeadu (Chief Financial Officer) no longer on Schedule A of C••••• C••••••• L•• (listed 2019-03-29, absent 2020-03-29)Mar 29, 2020 · Control person left · inference
- C••••• C••••••• L•• reported RAUM $638.4M, up 218% from $200.5M (2017-07-11 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- C••••• C••••••• L•• filed its initial SEC registration (Form ADV)Jun 27, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••• C••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C••••• C••••••• L•• · Private Equityshared crd · organization
- C••••• C••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/casdin-capital-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••CAPITAL.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-897-5430reportedpublic 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