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••• A•••••••• L•
Latest filing Sep 14, 2026
First filing on the tape May 4, 2021 · 14 filings
SEC status approved since Jun 3, 2021
RAUM
$1.1B
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
11
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.1B as of Mar 31, 2026
Mar 25, 2022$208M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 25, 20220 then
Employees (5.A)11 as of Mar 31, 2026
Mar 25, 20226 then
Private funds23 as of Mar 31, 2026
Mar 25, 202217 then
RAUM +77% over the last fiscal year+59% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Sep 14, 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
- $46.4MderivedRAUM 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
- +77%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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- n/areported
- 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
22 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• C••• O••••••••• F•••• L• | Private Equity Fund | $159M | 204 | Sep 18, 2019 |
| C••••••• C••• O••••••••• F••• B• L• | Private Equity Fund | $77.7M | 38 | Sep 18, 2019 |
| C••••••• C••• C•••••• I•• L• | Private Equity Fund | $25.8M | 39 | Sep 27, 2018 |
| C••••••• C••• C••••••• L• | Private Equity Fund | $23.3M | 8 | Sep 27, 2018 |
| C••••••• C••• C•••••• I•• L• | Private Equity Fund | $14.2M | 3 | Mar 29, 2024 |
| C••••••• C••• O••••••••• F••• C• L• | Private Equity Fund | $12.3M | 2 | Mar 23, 2021 |
| C• L••••• H••••••• L•• | Private Equity Fund | $11.3M | 44 | Mar 29, 2024 |
| C••••••• C••• G••••• E••••• I• L• | Private Equity Fund | $10.8M | 9 | Mar 14, 2023 |
| C• C••• H•••••••• L•• | Private Equity Fund | $10.1M | 4 | Mar 14, 2023 |
| C• H•••• H•••••••• L•• | Private Equity Fund | $4.4M | 20 | Mar 14, 2023 |
| C••• H•••••••• L•• | Private Equity Fund | $2.6M | 3 | Mar 25, 2022 |
| C• H••••••• X• L•• | Private Equity Fund | $1.8M | 10 | Nov 11, 2021 |
| C• H••••••• I•• L••no longer reported | Private Equity Fund | $1.5M | 23 | Sep 27, 2018 |
| C• H••••••• X••• L•• | Private Equity Fund | $809,125 | 22 | Nov 11, 2021 |
| C••••••• C••• L•••••• S••• L••no longer reported | Private Equity Fund | $738,901 | 7 | Sep 27, 2018 |
| C••••••• C••• L••••••• L•no longer reported | Private Equity Fund | $510,431 | 16 | Feb 19, 2020 |
| C• H••••••• V• C•••••••• F•••• L• | Private Equity Fund | $393,531 | 5 | Mar 13, 2019 |
| C••••••• C••• V••••••• L• | Private Equity Fund | $372,299 | 3 | Feb 19, 2020 |
| C• H••••••• X•• L•• | Private Equity Fund | $363,867 | 4 | Nov 11, 2021 |
| C• H••••••• I• C•••••••• F•••• L•no longer reported | Private Equity Fund | $206,143 | 3 | Feb 19, 2020 |
| C• H••••••• I• L••no longer reported | Private Equity Fund | $156,062 | 10 | Sep 27, 2018 |
| C• H••••••• I•• L•• | Private Equity Fund | $85,149 | 5 | Mar 23, 2021 |
Owners and control persons
Schedule A and B, latest filing
- H•••• J•• H••• · Managing Membercontrolsince 02/2016 · owns 75% or more
- L••• T••• · Chief Compliance Officer And General Counselcontrolsince 03/2024 · owns less than 5%
- Y••• V•••• •••• · Sole Membersince 08/2017 · owns 75% or more of V•• I••••••••• I•••
Entity owners
- V•• I••••••••• I••• · Non-Managing Memberdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- C••••••• C••• C•••••• G•• L••pooled vehicle sponsorn
- C••••••• C••• C•••••• G•• L•pooled vehicle sponsorn
- C••••••• C••• C•••••• I• G•• L••pooled vehicle sponsorn
- C••••••• C••• C•••••• I• G•• L••pooled vehicle sponsorn
- C••••••• C••• C•••••• O••••••••• G• L•pooled vehicle sponsorn
- C••••••• C••• C••••••• L•pooled vehicle sponsorn
- C••••••• C••• G••••• E••••• F••• G•• L•pooled vehicle sponsorn
- C••••••• C••• O••••••••• G•• L•pooled vehicle sponsorn
- C••••••• C••• S• C•••• L••y
- C••••••• C••• S•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $629,627,387 to $1,114,357,690 (+77.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +11.0% (1368 comparable advisers, 92.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 92% percentile
What changed
consecutive filings, newest first
- Financial planning clients · to unsetMar 31, 2026 to Sep 14, 2026
- Private funds · 23 to unsetMar 31, 2026 to Sep 14, 2026
- Succession · false to unsetMar 31, 2026 to Sep 14, 2026
- Accounts · 21 to 24Jan 29, 2026 to Mar 31, 2026
- Pooled vehicle clients · 21 to 24Jan 29, 2026 to Mar 31, 2026
- Private funds · 20 to 23Jan 29, 2026 to Mar 31, 2026
- Discretionary RAUM · $630M to $1.1BJan 29, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $630M to $1.1BJan 29, 2026 to Mar 31, 2026
- RAUM · $630M to $1.1BJan 29, 2026 to Mar 31, 2026
- Accounts · 17 to 21Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 2 to 3Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 21Mar 29, 2024 to Mar 31, 2025
- Employees · 9 to 11Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Private funds · 16 to 20Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $452M to $630MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $452M to $630MMar 29, 2024 to Mar 31, 2025
- RAUM · $452M to $630MMar 29, 2024 to Mar 31, 2025
- Accounts · 15 to 17Jun 30, 2023 to Mar 29, 2024
- Advisory employees · 3 to 2Jun 30, 2023 to Mar 29, 2024
- Pooled vehicle clients · 15 to 17Jun 30, 2023 to Mar 29, 2024
- Employees · 8 to 9Jun 30, 2023 to Mar 29, 2024
- Organization form · Limited Liability Company to Limited PartnershipJun 30, 2023 to Mar 29, 2024
- Private funds · 15 to 16Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $275M to $452MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $275M to $452MJun 30, 2023 to Mar 29, 2024
- RAUM · $275M to $452MJun 30, 2023 to Mar 29, 2024
- Related adviser · true to falseJun 30, 2023 to Mar 29, 2024
- Business name · C••••••• C••• C•••••• M••••••••• L•• to C••••••• C••• A•••••••• L•Mar 14, 2023 to May 4, 2023
- Legal name · C••••••• C••• C•••••• M••••••••• L•• to C••••••• C••• A•••••••• L•Mar 14, 2023 to May 4, 2023
- Accounts · 17 to 15Aug 1, 2022 to Mar 14, 2023
- Advisory employees · 2 to 3Aug 1, 2022 to Mar 14, 2023
- Pooled vehicle clients · 17 to 15Aug 1, 2022 to Mar 14, 2023
- Employees · 6 to 8Aug 1, 2022 to Mar 14, 2023
- Private funds · 17 to 15Aug 1, 2022 to Mar 14, 2023
- Discretionary RAUM · $200M to $275MAug 1, 2022 to Mar 14, 2023
- Pooled vehicle RAUM · $200M to $275MAug 1, 2022 to Mar 14, 2023
- RAUM · $200M to $275MAug 1, 2022 to Mar 14, 2023
- Discretionary RAUM · $208M to $200MMar 25, 2022 to May 5, 2022
- Pooled vehicle RAUM · $208M to $200MMar 25, 2022 to May 5, 2022
Signals
8 dated events
- C••••••• C••• A•••••••• L• reported RAUM $1.1B, up 77% from $629.6M (2026-01-29 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C••••••• C••• A•••••••• L• reported RAUM $629.6M, up 39% from $451.7M (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C••••••• C••• A•••••••• L• reported RAUM $451.7M, up 64% from $275.3M (2023-06-30 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Y•••• S••• (Chief Compliance Officer) no longer on Schedule A of C••••••• C••• A•••••••• L• (listed 2023-06-30, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- T••• Lee (Chief Compliance Officer And General Counsel) appeared on Schedule A of C••••••• C••• A•••••••• L•Mar 29, 2024 · Control person joined · fact
- C••••••• C••• A•••••••• L• reported RAUM $253.3M, up 75% from $145.1M (2021-10-14 to 2021-11-11)Nov 11, 2021 · RAUM change · derived
- Y•••• S••• (Chief Compliance Officer) appeared on Schedule A of C••••••• C••• A•••••••• L•Oct 14, 2021 · Control person joined · fact
- C••••••• C••• C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 4, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• C••• A•••••••• L• · Independent Sponsorsshared crd · capital_provider
- C••••••• C••• A•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- crescentcove.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-800-2289reportedpublic record, Form ADV, Sep 14, 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