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•••••••• I••••••••• M••••••• ••••••••• S•••
Latest filing Jan 4, 2023
First filing on the tape Oct 19, 2016 · 11 filings
RAUM
$1.7B
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
10
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
$8.6M gross assets
History
11 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2022
Mar 31, 2017$1.1B then
HNW client RAUM$0 as of Mar 31, 2022
Mar 28, 2018$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2022
Mar 31, 20170 then
Employees (5.A)10 as of Mar 31, 2022
Mar 31, 201710 then
Private funds1 as of Mar 31, 2022
Mar 31, 201710 then
RAUM n/a over the last fiscal year-41% a year over three
Practice profile
derived from the filing of Jan 4, 2023; 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
- $167MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween 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-based, otherreportedItem 5.E
- Advisory activities
- otherreportedItem 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
- Pooled investment vehicles$1.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 10reported
- Financial planning clients
- 0reported
- 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
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• C••••• T•••••• A• L••••••no longer reported | Hedge Fund | $51.6M | 8 | Mar 30, 2012 |
| C•••••••• R••• E••••• T•••••• L••••••no longer reported | Hedge Fund | $14.3M | 19 | Mar 30, 2012 |
| C•••••••• C••••• F••• S••••• S••••••••• • C•••••••• E••••••• S••••••• P•••••• C••••• F••• | Hedge Fund | $8.6M | 1 | Sep 18, 2018 |
| C•••••••• E••••••• P•••••• D••• O••••••••• F••• S•• S•••• • S••no longer reported | Securitized Asset Fund | $0 | 0 | Oct 19, 2016 |
Owners and control persons
Schedule A and B, latest filing
- F•••• L•••• N•• · Chief Executive Officercontrolsince 07/2008 · owns less than 5%
- J•••••• J••••••••• •••• · Chief Compliance Officercontrolsince 01/2022 · owns less than 5%
- M••••••••• R•••• N•• · Directorcontrolsince 06/2011 · owns less than 5%
- S•••••••• S••••• P•••••• Y••••• · Managing Director/Compliancecontrolsince 07/2011 · owns less than 5%
- S•••••••• R••••••• N•• · Directorcontrolsince 09/2012 · owns less than 5%
- C••••••• F•••••••• J••• S•••••• · Ownercontrolsince 12/2011 · owns 25% to 50% of C•••••••• C••••••
- F•••• L•••• N•• · Ownercontrolsince 07/2008 · owns 50% to 75% of C•••••••• C••••••
- H•••• J••••• A•••••••• · Chief Financial Officersince 03/2017 · owns less than 5%
Entity owners
- C•••••••• I••••••••• M••••••• H••••••• · S•••••••••direct · owns 75% or more
- C•••••••• C•••••• · S•••••••••indirect · owns 50% to 75% of C•••••••• I••••••••• M••••••• H•••••••
Related persons
Schedule D 7.A
- C•••••••• C••••• F••• U•••••••• S••••••••• S•••pooled vehicle sponsorn
- C•••••••• I••••••••• M•••••••investment adviserbanknRAUM $5.8B
- C•••••••• E••••••• D••••••••• O••••••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• F••• I• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• D••••••••• O••••••••• I•• C••••• •••pooled vehicle sponsorn
- C•••••••• E••••••• O••••••••• C••••• M••••• F••• ••••••• P••••••• I• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• O••••••••• C••••• M••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• E••••••• P•••••• C••••• O••••••••• F••• ••••••• P••••••• S•••pooled vehicle sponsorn
- C•••••••• E••••••• P•••••• D••• O••••••••• F••• ••••••• P••••••• S•••••••pooled vehicle sponsorn
- C•••••••• E••••••• S••••••••• C••••• M••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•••••••• R••• E••••• F••• I• ••••••• P••••••• S••••••pooled vehicle sponsorn
- C•• S• E••••••• O••••••••• F••• ••••••• P••••••• L••••••pooled vehicle sponsorn
- C•• S• S••••••• O••••••••• ••••••• P••••••• L••••••pooled vehicle sponsorn
Advisers that list C•••••••• I••••••••• M••••••• ••••••••• S••• as a related person
- 158713 n
Offices
Schedule D 1.F, the 25 largest
- London, United Kingdom27 employees
What changed
consecutive filings, newest first
- Pooled vehicle clients · 12 to 10Mar 31, 2022 to Jan 4, 2023
- Accounts · 12 to 10Mar 29, 2019 to Mar 31, 2022
- Advisory employees · 1 to 5Mar 29, 2019 to Mar 31, 2022
- Employees · 9 to 10Mar 29, 2019 to Mar 31, 2022
- Other offices · 2 to 1Mar 29, 2019 to Mar 31, 2022
- Private funds · 12 to 1Mar 29, 2019 to Mar 31, 2022
- Discretionary RAUM · $8.0B to $1.7BMar 29, 2019 to Mar 31, 2022
- Pooled vehicle RAUM · $8.0B to $1.7BMar 29, 2019 to Mar 31, 2022
- RAUM · $8.0B to $1.7BMar 29, 2019 to Mar 31, 2022
- Employees · 10 to 9Sep 20, 2018 to Mar 29, 2019
- Private funds · 13 to 12Sep 20, 2018 to Mar 29, 2019
- Discretionary RAUM · $11B to $8.0BSep 20, 2018 to Mar 29, 2019
- Pooled vehicle RAUM · $11B to $8.0BSep 20, 2018 to Mar 29, 2019
- RAUM · $11B to $8.0BSep 20, 2018 to Mar 29, 2019
- Accounts · 10 to 12Mar 28, 2018 to Sep 19, 2018
- Pooled vehicle clients · 10 to 12Mar 28, 2018 to Sep 19, 2018
- Other offices · 3 to 2Mar 28, 2018 to Sep 19, 2018
- Private funds · 11 to 13Mar 28, 2018 to Sep 19, 2018
- Discretionary RAUM · $7.6B to $11BMar 28, 2018 to Sep 19, 2018
- Pooled vehicle RAUM · $7.6B to $11BMar 28, 2018 to Sep 19, 2018
- RAUM · $7.6B to $11BMar 28, 2018 to Sep 19, 2018
- Advisory employees · 0 to 1Mar 31, 2017 to Mar 28, 2018
- Charity clients · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Corporate clients · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- HNW clients · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Individual clients · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Pension plan clients · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Pooled vehicle clients · unset to 10.0Mar 31, 2017 to Mar 28, 2018
- Other offices · unset to 3.0Mar 31, 2017 to Mar 28, 2018
- Private funds · 10 to 11Mar 31, 2017 to Mar 28, 2018
- Discretionary RAUM · $1.1B to $7.6BMar 31, 2017 to Mar 28, 2018
- HNW RAUM · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Individual RAUM · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Pension RAUM · unset to 0.0Mar 31, 2017 to Mar 28, 2018
- Pooled vehicle RAUM · unset to 7602884795.0Mar 31, 2017 to Mar 28, 2018
- RAUM · $1.1B to $7.6BMar 31, 2017 to Mar 28, 2018
- Accounts · 11 to 10Feb 7, 2017 to Mar 31, 2017
- HQ city · L••••••••• CITY to L•••••••••Feb 7, 2017 to Mar 31, 2017
- Private funds · 11 to 10Feb 7, 2017 to Mar 31, 2017
- Discretionary RAUM · $1.2B to $1.1BFeb 7, 2017 to Mar 31, 2017
Signals
6 dated events
- C•••••••• I••••••••• M••••••• ••••••••• S••• reported RAUM $1.7B, down 79% from $8.0B (2019-03-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- (Nmn) Jacqueline Jordan (Chief Compliance Officer) appeared on Schedule A of C•••••••• I••••••••• M••••••• ••••••••• S•••Mar 31, 2022 · Control person joined · fact
- C•••••••• I••••••••• M••••••• ••••••••• S••• reported RAUM $8.0B, down 25% from $10.7B (2018-09-20 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- C•••••••• I••••••••• M••••••• ••••••••• S••• reported RAUM $10.7B, up 41% from $7.6B (2018-03-28 to 2018-09-19)Sep 19, 2018 · RAUM change · derived
- C•••••••• I••••••••• M••••••• ••••••••• S••• reported RAUM $7.6B, up 569% from $1.1B (2017-03-31 to 2018-03-28)Mar 28, 2018 · RAUM change · derived
- C•••••••• I••••••••• M••••••• ••••••••• S••• filed its initial SEC registration (Form ADV)Oct 19, 2016 · 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.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/chenavari-financial-groupreportedpublic record, Form ADV, Sep 19, 2026
- Website
- chenavari.comreportedpublic record, Form ADV, Sep 19, 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
- 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
Across the graphs
C•••••••• I••••••••• M••••••• ••••••••• S••• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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