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•••••••• A••••••• L•••
Latest filing Mar 30, 2026
First filing on the tape Feb 23, 2015 · 19 filings
SEC status approved since Mar 11, 2015
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
20
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$2.0B as of Mar 30, 2026
Mar 28, 2016$400M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20160 then
Employees (5.A)20 as of Mar 30, 2026
Mar 28, 201612 then
Private funds5 as of Mar 30, 2026
Mar 28, 20161 then
RAUM -21% over the last fiscal year+13% a year over threeIARs 0 to 0
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
- $395MderivedRAUM 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
- -21%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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$2.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• E••••• F••• I•• L••• | Private Equity Fund | $853M | 40 | Mar 25, 2021 |
| C•••••••• E••••• F••• I••••• L••• | Private Equity Fund | $366M | 16 | Mar 25, 2021 |
| C•••••••• E••••• F••• I• L••• | Private Equity Fund | $260M | 37 | Feb 23, 2015 |
Owners and control persons
Schedule A and B, latest filing
- F•••••••• R••••••• S•••• · Chief Executive Officer, Limited Partner, Ic Membercontrolsince 02/2015 · owns less than 5%
- H••••• W••••••• M••• · Ic Membercontrolsince 02/2015 · owns less than 5%
- S••••• M••••••• D•••• · Executive Officer, Chief Compliance Officer, Ic Membercontrolsince 02/2015 · owns less than 5%
- S••••••••• G••••••• J•••• D•••• · Ic Membercontrolsince 02/2015 · owns less than 5%
- F•••••••• R••••••• S•••• · Executive, Grantor Trust Member Of W••••••••• C••••••• L••controlsince 12/2022 · owns 75% or more of W••••••••• C••••••• L••
- F•••••••• R••••••• S•••• · Trustee Of F••••••• 2••• T••••controlsince 12/2022 · owns F of F••••••• 2••• T••••
- F•••••••• R••••••• S•••• · Chief Executive Officer, Sole Director Of C•••••••• G• I• I•••controlsince 06/2014 · owns 75% or more of C•••••••• G• I• I•••
- F•••••••• R••••••• S•••• · A•••••• Of O•••••• F••••••• T••••since 12/2022 · owns F of O•••••• F••••••• T••••
Entity owners
- C•••••••• G• I• I••• · General Partnerdirect · owns less than 5%
- M•••••••• L••• · Limited Partnerdirect · owns 75% or more
- F••••••• 2••• T•••• · Limited Partner Of M•••••••, LPindirect · owns 25% to 50% of M•••••••• L•••
- O•••••• F••••••• T•••• · Limited Partner Of M•••••••, LPindirect · owns 25% to 50% of M•••••••• L•••
- W••••••••• C••••••• L•• · General Partner Of M•••••••, LPindirect · owns F of M•••••••• L•••
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 16 to 20Jul 8, 2025 to Mar 30, 2026
- Employees · 16 to 20Jul 8, 2025 to Mar 30, 2026
- Discretionary RAUM · $2.5B to $2.0BJul 8, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $2.5B to $2.0BJul 8, 2025 to Mar 30, 2026
- RAUM · $2.5B to $2.0BJul 8, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to Jul 8, 2025
- Accounts · 3 to 5Mar 27, 2024 to Mar 28, 2025
- Pooled vehicle clients · 3 to 5Mar 27, 2024 to Mar 28, 2025
- Employees · 17 to 16Mar 27, 2024 to Mar 28, 2025
- Private funds · 3 to 5Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · $1.5B to $2.5BMar 27, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $1.5B to $2.5BMar 27, 2024 to Mar 28, 2025
- RAUM · $1.5B to $2.5BMar 27, 2024 to Mar 28, 2025
- Advisory employees · 15 to 16Mar 29, 2023 to Mar 27, 2024
- Employees · 16 to 17Mar 29, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.4B to $1.5BMar 29, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.4B to $1.5BMar 29, 2023 to Mar 27, 2024
- RAUM · $1.4B to $1.5BMar 29, 2023 to Mar 27, 2024
- Advisory employees · 11 to 15Mar 30, 2022 to Mar 29, 2023
- Employees · 12 to 16Mar 30, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.2B to $1.4BMar 30, 2022 to Mar 29, 2023
- Pooled vehicle RAUM · $1.2B to $1.4BMar 30, 2022 to Mar 29, 2023
- RAUM · $1.2B to $1.4BMar 30, 2022 to Mar 29, 2023
- Advisory employees · 14 to 11Mar 25, 2021 to Mar 30, 2022
- Employees · 15 to 12Mar 25, 2021 to Mar 30, 2022
- Discretionary RAUM · $839M to $1.2BMar 25, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $839M to $1.2BMar 25, 2021 to Mar 30, 2022
- RAUM · $839M to $1.2BMar 25, 2021 to Mar 30, 2022
- Accounts · 1 to 3Mar 26, 2020 to Mar 25, 2021
- Pooled vehicle clients · 1 to 3Mar 26, 2020 to Mar 25, 2021
- Private funds · 1 to 3Mar 26, 2020 to Mar 25, 2021
- Discretionary RAUM · $503M to $839MMar 26, 2020 to Mar 25, 2021
- Pooled vehicle RAUM · $503M to $839MMar 26, 2020 to Mar 25, 2021
- RAUM · $503M to $839MMar 26, 2020 to Mar 25, 2021
- Advisory employees · 15 to 14Mar 26, 2019 to Mar 26, 2020
- Employees · 16 to 15Mar 26, 2019 to Mar 26, 2020
- Discretionary RAUM · $534M to $503MMar 26, 2019 to Mar 26, 2020
- Pooled vehicle RAUM · $534M to $503MMar 26, 2019 to Mar 26, 2020
- RAUM · $534M to $503MMar 26, 2019 to Mar 26, 2020
- Advisory employees · 12 to 15Mar 28, 2018 to Mar 26, 2019
Signals
5 dated events
- C•••••••• A••••••• L••• reported RAUM $2.5B, up 68% from $1.5B (2024-03-27 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- C•••••••• A••••••• L••• reported RAUM $1.2B, up 44% from $838.7M (2021-03-25 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Todd Lucas Cutler (Ic Member) no longer on Schedule A of C•••••••• A••••••• L••• (listed 2021-03-25, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- C•••••••• A••••••• L••• reported RAUM $838.7M, up 67% from $502.9M (2020-03-26 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- C•••••••• A••••••• L••• filed its initial SEC registration (Form ADV)Feb 23, 2015 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••••• A••••••• L••• · Independent Sponsorsshared crd · capital_provider
- C•••••••• A••••••• L••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- C••••••••PARTNERS.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 214.301.4201reportedpublic 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