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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Former SEC-registered adviser

C•••••• G••••• P••••••• L••

Former SEC-registered adviserCoral Gables, FloridaCRD 171687SEC 801-132292IAPD

Latest filing Jan 12, 2026

First filing on the tape Oct 15, 2015 · 16 filings

SEC status approved since Apr 8, 2025

RAUM

$55.8M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

89%

$49.6M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

16 filings and snapshots on the tape

RAUM$55.8M as of Jan 12, 2026

Mar 22, 2016$411M then

HNW client RAUM$49.6M as of Jan 12, 2026

Apr 4, 2025$49.6M then

State-registered IARs (5.B.3)0 as of Jan 12, 2026

Mar 22, 20160 then

Employees (5.A)5 as of Jan 12, 2026

Mar 22, 20168 then

Private funds1 as of Mar 28, 2024

Mar 22, 20162 then

RAUM +0.0% over the last fiscal year-47% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Jan 12, 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: $27.9MderivedRAUM 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: +0.0%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 individuals, selection of other advisersreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$49.6M89%
Other investment advisers$6.2M11%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, performancereported
Class basis: absent from the latest SEC rosterderived

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

Every departure Every arrival

Private funds

3 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
C•••••• G••••• M••••• F•••• L•	Hedge Fund	$362M	30	May 22, 2014
P• M•••••• F•••• S••• • S••••••••• P•••••••• 4•no longer reported	Hedge Fund	$172M	17	Mar 22, 2016
C•••••• G••••• C••••••••• L••• M••••• F•••• L•no longer reported	Hedge Fund	$8.8M	7	Mar 31, 2022

Owners and control persons

Schedule A and B, latest filing

C••••• E••••••• C••••• · Chief Executive Officercontrol
since 12/2013 · owns less than 5%
C••••• E••••••• C••••• · Managing Membercontrol
since 12/2013 · owns 75% or more of C•••••• G••••• P•••••••• L••
C••••• E••••••• C••••• · Managing Membercontrol
since 12/2013 · owns 50% to 75% of C•••• C•••••• I•• L••
E•••••••• J•••••• B•••• · Chief Compliance Officer & Chief Operating Officer
since 06/2024 · owns less than 5%

Entity owners

C•••••• G••••• P•••••••• L•• · General Partner
direct · owns less than 5%
C•••• C•••••• I•• L•• · Limited Partner
direct · owns 75% or more

Related persons

Schedule D 7.A

C•••••• G••••• I•••••••• G•• L••
bankpooled vehicle sponsorn
C•••••• G••••• I•••••••• I••••••••• G•• L••
bankpooled vehicle sponsorn
C•••••• G••••• P•••••••
investment advisern
C•••• C•••••• I•• L••
investment advisern

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Business name · C•••••• G••••• I••••••••• L• to C•••••• G••••• P••••••• L••
Apr 4, 2025 to Jan 12, 2026
Legal name · C•••••• G••••• I••••••••• L• to C•••••• G••••• P••••••• L••
Apr 4, 2025 to Jan 12, 2026
Organization form · Limited Partnership to Limited Liability Company
Apr 4, 2025 to Jan 12, 2026
Succession · false to true
Apr 4, 2025 to Jan 12, 2026
Accounts · 5 to 2
Jul 17, 2024 to Apr 4, 2025
Advisory employees · 5 to 2
Jul 17, 2024 to Apr 4, 2025
Advisory activities · 1 to 2
Jul 17, 2024 to Apr 4, 2025
Pooled vehicle clients · 3.0 to unset
Jul 17, 2024 to Apr 4, 2025
Assets in custody · 361595112.0 to unset
Jul 17, 2024 to Apr 4, 2025
Custody of client assets · true to false
Jul 17, 2024 to Apr 4, 2025
Employees · 10 to 5
Jul 17, 2024 to Apr 4, 2025
Financial planning clients · unset to
Jul 17, 2024 to Apr 4, 2025
Private funds · 1 to unset
Jul 17, 2024 to Apr 4, 2025
Discretionary RAUM · $489M to $55.8M
Jul 17, 2024 to Apr 4, 2025
HNW RAUM · unset to 49617091.0
Jul 17, 2024 to Apr 4, 2025
Pooled vehicle RAUM · 361595112.0 to unset
Jul 17, 2024 to Apr 4, 2025
RAUM · $489M to $55.8M
Jul 17, 2024 to Apr 4, 2025
Related bank · true to false
Jul 17, 2024 to Apr 4, 2025
Pooled vehicle clients · 4 to 3
Mar 31, 2023 to Mar 28, 2024
Assets in custody · $339M to $362M
Mar 31, 2023 to Mar 28, 2024
Discretionary RAUM · $379M to $489M
Mar 31, 2023 to Mar 28, 2024
Pooled vehicle RAUM · $339M to $362M
Mar 31, 2023 to Mar 28, 2024
RAUM · $379M to $489M
Mar 31, 2023 to Mar 28, 2024
Accounts · 7 to 5
Mar 31, 2022 to Mar 31, 2023
Pooled vehicle clients · 7 to 4
Mar 31, 2022 to Mar 31, 2023
Assets in custody · $405M to $339M
Mar 31, 2022 to Mar 31, 2023
Private funds · 2 to 1
Mar 31, 2022 to Mar 31, 2023
Discretionary RAUM · $405M to $379M
Mar 31, 2022 to Mar 31, 2023
Pooled vehicle RAUM · $405M to $339M
Mar 31, 2022 to Mar 31, 2023
RAUM · $405M to $379M
Mar 31, 2022 to Mar 31, 2023
Accounts · 4 to 7
Aug 30, 2021 to Mar 31, 2022
Advisory employees · 4 to 5
Aug 30, 2021 to Mar 31, 2022
Pooled vehicle clients · 4 to 7
Aug 30, 2021 to Mar 31, 2022
Assets in custody · $387M to $405M
Aug 30, 2021 to Mar 31, 2022
Employees · 6 to 10
Aug 30, 2021 to Mar 31, 2022
Private funds · 1 to 2
Aug 30, 2021 to Mar 31, 2022
Discretionary RAUM · $387M to $405M
Aug 30, 2021 to Mar 31, 2022
Pooled vehicle RAUM · $387M to $405M
Aug 30, 2021 to Mar 31, 2022
RAUM · $387M to $405M
Aug 30, 2021 to Mar 31, 2022
Related adviser · false to true
Aug 30, 2021 to Mar 31, 2022

Signals

14 dated events

C•••••• G••••• P••••••• L•• no longer on the SEC adviser roster (last listed 2026-03-02, RAUM $55.8M)
Apr 1, 2026 · Left the SEC roster · derived
C•••••• G••••• P••••••• L•• reported succeeding to the business of C•••••• G••••• I••••••••• L• (Form ADV Item 4)
Jan 12, 2026 · Succession (Item 4) · fact
C•••••• G••••• P••••••• L•• reported RAUM $55.8M, down 89% from $488.8M (2024-07-17 to 2025-04-04)
Apr 4, 2025 · RAUM change · derived
C•••••• G••••• I••••••••• L• no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $488.8M)
Mar 6, 2025 · Left the SEC roster · derived
C•••••• G••••• P••••••• L•• reported RAUM $488.8M, up 29% from $378.8M (2023-03-31 to 2024-03-28)
Mar 28, 2024 · RAUM change · derived
Elliot Mark Paverman (Chief Compliance Officer) no longer on Schedule A of C•••••• G••••• P••••••• L•• (listed 2021-03-22, absent 2021-08-30)
Aug 30, 2021 · Control person left · inference
Matthew Erik Anderson (Chief Financial Officer) no longer on Schedule A of C•••••• G••••• P••••••• L•• (listed 2020-03-19, absent 2021-03-22)
Mar 22, 2021 · Control person left · inference
C•••••• G••••• P••••••• L•• reported RAUM $295.5M, down 42% from $512.2M (2019-03-22 to 2020-03-19)
Mar 19, 2020 · RAUM change · derived
Wayne Trevor Angus (Chief Compliance Officer/Chief Financial Officer) no longer on Schedule A of C•••••• G••••• P••••••• L•• (listed 2019-03-22, absent 2020-03-19)
Mar 19, 2020 · Control person left · inference
Elliot Mark Paverman (Chief Compliance Officer) appeared on Schedule A of C•••••• G••••• P••••••• L••
Mar 19, 2020 · Control person joined · fact
Matthew Erik Anderson (Chief Financial Officer) appeared on Schedule A of C•••••• G••••• P••••••• L••
Mar 19, 2020 · Control person joined · fact
C•••••• G••••• P••••••• L•• reported RAUM $512.2M, down 33% from $762.1M (2018-03-26 to 2019-03-22)
Mar 22, 2019 · RAUM change · derived
C•••••• G••••• P••••••• L•• reported RAUM $762.1M, up 30% from $584.2M (2017-03-29 to 2018-03-26)
Mar 26, 2018 · RAUM change · derived
C•••••• G••••• I••••••••• L• filed its initial SEC registration (Form ADV)
Oct 15, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

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: Former SEC-registered adviserderiveda 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