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•••••• I•••
Latest filing May 28, 2026
First filing on the tape Jun 14, 2017 · 17 filings
SEC status approved since Jul 14, 2017
RAUM
$2.8B
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
26
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$2.8B as of May 28, 2026
Mar 27, 2018$696M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of May 28, 2026
Mar 27, 20180 then
Employees (5.A)26 as of May 28, 2026
Mar 27, 201822 then
Private funds1 as of May 28, 2026
Mar 27, 20184 then
RAUM +11% over the last fiscal year+15% a year over threeIARs 0 to 0offices 1 to 0
Practice profile
derived from the filing of May 28, 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
- $346MderivedRAUM 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
- -98%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.8B100%
- 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
- noreported
- Compensation
- 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••••••• G••••• C••••• O••••••••• S••••• | Other Private Fund | $660M | 2 | Jun 14, 2017 |
| C••••••• E••••••• L••• F••• I• | Other Private Fund | $165M | 2 | Aug 25, 2014 |
| I•• D••• P•••• L•• | Other Private Fund | $90.5M | 1 | Jun 14, 2017 |
| C••••••• V•• I••••••••• • R••• A••••• D••• | Other Private Fund | $64.5M | 2 | Mar 27, 2020 |
| C••••••• V••• A••••••••• R••• A•••• D••• | Other Private Fund | $55.8M | 2 | Mar 27, 2020 |
| C••••••• E••••••• L••• F••• I••• L• | Other Private Fund | $3.9M | 2 | Jun 14, 2017 |
Owners and control persons
Schedule A and B, latest filing
- M•••••• B••• A••••• · Board Member, Partnercontrolsince 05/2015 · owns 25% to 50%
- S••••• J••••••••• · Board Member, Partnercontrolsince 05/2015 · owns 25% to 50%
- G••••••• P•••• · Board Member & Global Chief Financial Officersince 06/2019 · owns less than 5%
- G••••••• T••• · Chief Compliance Officer & Board Member Observersince 02/2017 · owns less than 5%
Related persons
Schedule D 7.A
- 6•••••• C••••• I•••pooled vehicle sponsory
- 9•••••••• Q••••• I•••pooled vehicle sponsory
- C••••••• C•••••• I•••investment advisern
- C••••••• A••••••••• I••••••••• M••••••••• L••investment advisery
- C••••••• D•••••• I••••••••• M••••••••• L••investment advisery
- C••••••• G• I•••pooled vehicle sponsory
- C••••••• G• S•••pooled vehicle sponsory
- C••••••• G•••• I•••pooled vehicle sponsorn
- C••••••• L••••••••• S••pooled vehicle sponsory
- C••••••• R••••••••• I••••••••• M••••••••• L••investment advisery
- C••••••• S••••••• G•pooled vehicle sponsory
- C••••••• U• L••investment advisery
- E•• C••••• S•••investment advisern
- E•• U•••••• S••investment advisern
- T•••• A••• A••••••••• L•••investment advisern
- T•••• A••• L•••investment advisery
- U•••••• S•••investment advisery
Offices
Schedule D 1.F, the 25 largest
- Greenwich, CT1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Apr 10, 2026institutional share of RAUM moved from 45.0% to 0.0% between the annual amendments of 2025-03-27 and 2026-04-10peers: asset managers, $1B to $5B (1,506)
- RAUM down 50 %Change between filings · filing Apr 10, 2026RAUM (Item 5.F) moved from $2,492,151,375 to $61,870,463 (-98.0%) between the annual amendments of 2025-03-27 and 2026-04-10; the peer median change was +11.0% (1368 comparable advisers, 0.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 1 to 8Apr 10, 2026 to May 28, 2026
- Pooled vehicle clients · 1 to 8Apr 10, 2026 to May 28, 2026
- Discretionary RAUM · $61.9M to $2.8BApr 10, 2026 to May 28, 2026
- Pooled vehicle RAUM · $61.9M to $2.8BApr 10, 2026 to May 28, 2026
- RAUM · $61.9M to $2.8BApr 10, 2026 to May 28, 2026
- Accounts · 6 to 1Nov 4, 2025 to Mar 31, 2026
- Advisory employees · 1 to 9Nov 4, 2025 to Mar 31, 2026
- Advisory activities · 2 to 1Nov 4, 2025 to Mar 31, 2026
- Corporate clients · 5 to 0Nov 4, 2025 to Mar 31, 2026
- Pension plan clients · 4 to 0Nov 4, 2025 to Mar 31, 2026
- Employees · 18 to 26Nov 4, 2025 to Mar 31, 2026
- Other offices · 1 to 0Nov 4, 2025 to Mar 31, 2026
- Private funds · 5 to 1Nov 4, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.5B to $61.9MNov 4, 2025 to Mar 31, 2026
- Pension RAUM · 38399403.0 to unsetNov 4, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $61.9MNov 4, 2025 to Mar 31, 2026
- RAUM · $2.5B to $61.9MNov 4, 2025 to Mar 31, 2026
- Accounts · 9 to 6Mar 26, 2024 to Mar 27, 2025
- Employees · 17 to 18Mar 26, 2024 to Mar 27, 2025
- Financial planning clients · unset to Mar 26, 2024 to Mar 27, 2025
- HQ state · unset to Mar 26, 2024 to Mar 27, 2025
- Private funds · 6 to 5Mar 26, 2024 to Mar 27, 2025
- Discretionary RAUM · $2.3B to $2.5BMar 26, 2024 to Mar 27, 2025
- Pension RAUM · $43.8M to $38.4MMar 26, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.2B to $1.4BMar 26, 2024 to Mar 27, 2025
- RAUM · $2.3B to $2.5BMar 26, 2024 to Mar 27, 2025
- Employees · 16 to 17Mar 21, 2023 to Mar 26, 2024
- Discretionary RAUM · $1.8B to $2.3BMar 21, 2023 to Mar 26, 2024
- Pension RAUM · $53.6M to $43.8MMar 21, 2023 to Mar 26, 2024
- Pooled vehicle RAUM · $1.0B to $1.2BMar 21, 2023 to Mar 26, 2024
- RAUM · $1.8B to $2.3BMar 21, 2023 to Mar 26, 2024
- Employees · 15 to 16Mar 29, 2022 to Mar 21, 2023
- Discretionary RAUM · $1.6B to $1.8BMar 29, 2022 to Mar 21, 2023
- Pension RAUM · $49.8M to $53.6MMar 29, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $805M to $1.0BMar 29, 2022 to Mar 21, 2023
- RAUM · $1.6B to $1.8BMar 29, 2022 to Mar 21, 2023
- Accounts · 8 to 9Jul 15, 2021 to Mar 29, 2022
- Advisory activities · 1 to 2Jul 15, 2021 to Mar 29, 2022
- Corporate clients · 6 to 5Jul 15, 2021 to Mar 29, 2022
- Pooled vehicle clients · 0 to 1Jul 15, 2021 to Mar 29, 2022
Signals
4 dated events
- C••••••• C•••••• I••• reported RAUM $2.8B, up 4374% from $61.9M (2026-04-10 to 2026-05-28)May 28, 2026 · RAUM change · derived
- C••••••• C•••••• I••• reported RAUM $61.9M, down 98% from $2.5B (2025-11-04 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C••••••• C•••••• I••• reported RAUM $1.6B, up 93% from $827.9M (2021-07-15 to 2022-03-29)Mar 29, 2022 · RAUM change · derived
- C••••••• C•••••• I••• filed its initial SEC registration (Form ADV)Jun 14, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C•••••• I••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cordiantcapitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••••CAP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 1-514-286-1142reportedpublic record, Form ADV, May 28, 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