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••••••• D••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape May 20, 2021 · 11 filings
SEC status approved since Jun 21, 2021
RAUM
$667M
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
46
7 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
64
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$667M as of Mar 31, 2026
Mar 22, 2022$227M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 22, 20220 then
Employees (5.A)46 as of Mar 31, 2026
Mar 22, 202236 then
Private funds64 as of Mar 31, 2026
Mar 22, 202241 then
RAUM +8.1% over the last fiscal year+9.6% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $10.4MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $33.6M, 25 clientsreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$667M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 64reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $33.6M for 25 clientsreported
- Compensation
- fixed, 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
61 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• L•• M••••••• 3••• L• | Real Estate Fund | $62.6M | 3 | Mar 31, 2023 |
| C••••• L•• M•••••••• L• | Real Estate Fund | $29.5M | 3 | Mar 22, 2022 |
| C••••• L•• A•••••••• L• | Real Estate Fund | $29.1M | 3 | Mar 31, 2023 |
| C••••• L• C••••••• L• | Real Estate Fund | $29.0M | 3 | Mar 31, 2023 |
| C••••• T••••••• L• | Real Estate Fund | $28.6M | 3 | Mar 31, 2023 |
| L•• V••••••••• R••• L• | Real Estate Fund | $26.0M | 3 | Mar 31, 2023 |
| T••• T••••••• R••• L• | Real Estate Fund | $18.9M | 3 | Mar 31, 2023 |
| C••••• M•••• V••••• L• | Real Estate Fund | $18.3M | 3 | Mar 31, 2023 |
| L•• P•••• I••••••••• L• | Real Estate Fund | $16.9M | 3 | Mar 31, 2023 |
| T••• C•••••••• L• | Real Estate Fund | $15.0M | 3 | Mar 31, 2023 |
| C••••• L•• E•••••••• 2• L• | Real Estate Fund | $14.9M | 3 | Mar 26, 2021 |
| C••••• S•••• F• E••••••• L• | Real Estate Fund | $14.6M | 4 | Feb 1, 2019 |
| C••••• D• O••• L• | Real Estate Fund | $13.9M | 3 | Mar 31, 2023 |
| L•• A••••• L••••• 2• L• | Real Estate Fund | $13.5M | 3 | Mar 30, 2024 |
| C••••• L•• S•••••••• L• | Real Estate Fund | $13.0M | 3 | Feb 26, 2020 |
| C••••• M•••• S••••••• L• | Real Estate Fund | $12.5M | 3 | Mar 31, 2023 |
| C••••• M•••••••• L••• | Real Estate Fund | $11.2M | 3 | Mar 30, 2024 |
| S•••••• I••••••••• L• | Real Estate Fund | $10.8M | 3 | Mar 26, 2021 |
| D•• R•• E•••••• P•••• I••• L• | Real Estate Fund | $10.7M | 2 | Mar 22, 2022 |
| L•• A••••• L•••••• L• | Real Estate Fund | $10.6M | 3 | Mar 31, 2023 |
| N••••• N•••• R•••• L• | Real Estate Fund | $10.5M | 3 | Mar 30, 2024 |
| B•• V•••• E•••••• I•• L• | Real Estate Fund | $10.4M | 4 | Feb 1, 2019 |
| C••••• C•••••• G••••• L• | Real Estate Fund | $10.0M | 3 | Mar 26, 2021 |
| L•• R••••• E••••••• L• | Real Estate Fund | $7.7M | 3 | Feb 9, 2018 |
| C••••• L•• F•••••• L• | Real Estate Fund | $7.7M | 3 | Mar 31, 2023 |
| D•• R•• E••••••• L• | Real Estate Fund | $7.6M | 3 | Sep 21, 2017 |
| D•• R•• E•••••• P•••• I••• L•no longer reported | Real Estate Fund | $7.6M | 3 | Feb 1, 2019 |
| C••••• L•• E••••••••• L• | Real Estate Fund | $6.6M | 3 | Sep 21, 2017 |
| C••••• L•• P••••••• L•no longer reported | Real Estate Fund | $6.0M | 2 | Feb 9, 2018 |
| S•••••••• E••••••• L• | Real Estate Fund | $5.4M | 3 | Mar 31, 2023 |
| C••••• L•• P••••••• L• | Real Estate Fund | $5.1M | 3 | Feb 26, 2020 |
| L•• C•••••• E••••••• L• | Real Estate Fund | $5.0M | 2 | Sep 21, 2017 |
| L•• O••• E••••••• L• | Real Estate Fund | $5.0M | 2 | Mar 31, 2023 |
| M•• V••••• I••••••••• L• | Real Estate Fund | $5.0M | 3 | Mar 26, 2021 |
| R• R••• L•• | Real Estate Fund | $4.7M | 2 | Sep 21, 2017 |
| C••••• H••••••• L• | Real Estate Fund | $4.6M | 2 | Sep 21, 2017 |
| C•••••• H•••••• R••• L• | Real Estate Fund | $2.7M | 2 | Sep 21, 2017 |
| S••••••• V••• E••••••••• L• | Real Estate Fund | $2.2M | 7 | Sep 21, 2017 |
| S••••• V•••• E••••••• L• | Real Estate Fund | $2.1M | 3 | Feb 26, 2020 |
| G•••••• E••••••• L• | Real Estate Fund | $2.1M | 4 | Sep 21, 2017 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• K•••••• W•••• · Member, Chief Executive Officercontrolsince 09/2016 · owns 25% to 50%
- H••••••• M••• W•••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 06/2022 · owns less than 5%
- L•••• M••••••• J•••• · Member, Presidentcontrolsince 08/2016 · owns 25% to 50%
- J•••••••• M•••• E••••• · Membersince 12/2021 · owns 10% to 25%
- M•••• J•••• R••••• · Member, Vice President Of D•••••••••since 09/2016 · owns 10% to 25%
Related persons
Schedule D 7.A
- C••••• D• O•• G•• L••pooled vehicle sponsorn
- C••••• L• C•••••• G•• L••pooled vehicle sponsorn
- C••••• L•• A••••••• G•• L••pooled vehicle sponsorn
- C••••• L•• F••••• G•• L••pooled vehicle sponsorn
- C••••• L•• M••••••• 3•• G•• L••pooled vehicle sponsorn
- C••••• M••••••• G•• L••pooled vehicle sponsorn
- C••••• M•••• S•••••• G•• L••pooled vehicle sponsorn
- C••••• M•••• V•••• G•• L••pooled vehicle sponsorn
- C••••• T•••••• G•• L••pooled vehicle sponsorn
- L•• A••••• L••••• 2• G•• L••pooled vehicle sponsorn
- L•• A••••• L••••• G•• L••pooled vehicle sponsorn
- L•• O••• E•••••• G•• L••pooled vehicle sponsorn
- L•• P•••• E•••••• G•• L••pooled vehicle sponsorn
- L•• V••••••••• R•• G•• L••pooled vehicle sponsorn
- N•••• R•••• G•• L••pooled vehicle sponsorn
- S•••••••• E•••••• G•• L••pooled vehicle sponsorn
- T••• C••••••• G•• L••pooled vehicle sponsorn
- T••• T••••••• R•• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Donna, TX1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- many private funds relative to firm sizeStatic outlier · filing Mar 31, 2026private funds per $1B of RAUM of 96.0 against a peer median of 8.9 (463 comparable advisers, 99.0th percentile, 14.5 robust deviations)peers: asset managers, $500M to $1B (463) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 62 to 64Oct 9, 2025 to Mar 31, 2026
- Pooled vehicle clients · 62 to 64Oct 9, 2025 to Mar 31, 2026
- Assets in custody · $37.3M to $33.6MOct 9, 2025 to Mar 31, 2026
- Employees · 37 to 46Oct 9, 2025 to Mar 31, 2026
- Private funds · 62 to 64Oct 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $617M to $667MOct 9, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $617M to $667MOct 9, 2025 to Mar 31, 2026
- RAUM · $617M to $667MOct 9, 2025 to Mar 31, 2026
- Accounts · 59 to 62May 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 59 to 62May 29, 2024 to Mar 31, 2025
- Assets in custody · $499M to $37.3MMay 29, 2024 to Mar 31, 2025
- Employees · 27 to 37May 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to May 29, 2024 to Mar 31, 2025
- Private funds · 59 to 62May 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $527M to $617MMay 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $527M to $617MMay 29, 2024 to Mar 31, 2025
- RAUM · $527M to $617MMay 29, 2024 to Mar 31, 2025
- Accounts · 56 to 59Mar 31, 2023 to Mar 30, 2024
- Advisory employees · 4 to 7Mar 31, 2023 to Mar 30, 2024
- Pooled vehicle clients · 56 to 59Mar 31, 2023 to Mar 30, 2024
- Assets in custody · $418M to $499MMar 31, 2023 to Mar 30, 2024
- Private funds · 56 to 59Mar 31, 2023 to Mar 30, 2024
- Discretionary RAUM · $506M to $527MMar 31, 2023 to Mar 30, 2024
- Pooled vehicle RAUM · $506M to $527MMar 31, 2023 to Mar 30, 2024
- RAUM · $506M to $527MMar 31, 2023 to Mar 30, 2024
- Accounts · 41 to 56Oct 12, 2022 to Mar 31, 2023
- Pooled vehicle clients · 41 to 56Oct 12, 2022 to Mar 31, 2023
- Assets in custody · $227M to $418MOct 12, 2022 to Mar 31, 2023
- Employees · 36 to 27Oct 12, 2022 to Mar 31, 2023
- Private funds · 41 to 56Oct 12, 2022 to Mar 31, 2023
- Discretionary RAUM · $227M to $506MOct 12, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $227M to $506MOct 12, 2022 to Mar 31, 2023
- RAUM · $227M to $506MOct 12, 2022 to Mar 31, 2023
- Accounts · 39 to 41May 20, 2021 to Mar 22, 2022
- Pooled vehicle clients · 39 to 41May 20, 2021 to Mar 22, 2022
- Assets in custody · $146M to $227MMay 20, 2021 to Mar 22, 2022
- Employees · 30 to 36May 20, 2021 to Mar 22, 2022
- Private funds · 78 to 41May 20, 2021 to Mar 22, 2022
- Discretionary RAUM · $146M to $227MMay 20, 2021 to Mar 22, 2022
- Pooled vehicle RAUM · $146M to $227MMay 20, 2021 to Mar 22, 2022
Signals
3 dated events
- C••••••• D••••••••• L•• reported RAUM $506.0M, up 123% from $227.0M (2022-10-12 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- William Max Hampton (Chief Financial Officer) appeared on Schedule A of C••••••• D••••••••• L••Jun 27, 2022 · Control person joined · fact
- C••••••• D••••••••• L•• filed its initial SEC registration (Form ADV)May 20, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• D••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cayetano-housing-and-development/aboutreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••••D•••••••••.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 512-600-3119reportedpublic record, Form ADV, Mar 31, 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
Across the graphs
C••••••• D••••••••• L•• 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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