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•••• M••••••••• L••
Latest filing Mar 31, 2026
First filing on the tape Nov 13, 2017 · 21 filings
SEC status approved since Dec 14, 2017
RAUM
$533M
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
27
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
14
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$533M as of Mar 31, 2026
Mar 29, 2018$908M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 31, 2021$10.5M then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20180 then
Employees (5.A)27 as of Mar 31, 2026
Mar 29, 201810 then
Private funds14 as of Mar 31, 2026
Mar 28, 20191 then
RAUM +8.4% over the last fiscal year+11% 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
- $38.0MderivedRAUM 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
- +8.4%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- -100%derived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $533M, 14 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$533M100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 14reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $533M for 14 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
17 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• D•••••• V••••••• F••• I• L•• | Venture Capital Fund | $120M | 50 | Oct 17, 2018 |
| C•• D•••••• V••••••• F••• I• ••• L•• | Venture Capital Fund | $67.6M | 56 | Mar 30, 2022 |
| C•• D•••••• V••••••• F••• I• L•• | Venture Capital Fund | $67.0M | 88 | Mar 30, 2022 |
| C•• D•••••• O••••••••• F••• L•• | Venture Capital Fund | $45.9M | 100 | Mar 30, 2023 |
| C•• D•••••• I••••••••• I• L•• • S••••• 7• | Venture Capital Fund | $10.0M | 76 | Mar 30, 2022 |
| C•• D•••••• I••••••••• I• L•• • S••••• 1• | Venture Capital Fund | $3.9M | 17 | Mar 28, 2024 |
| C•• D•••••• I••••••••• I• L•• • S••••• 6• | Venture Capital Fund | $3.7M | 35 | Mar 30, 2022 |
| C•• D•••••• I••••••••• L•• | Venture Capital Fund | $3.4M | 22 | Mar 28, 2024 |
| C•• D•••••• I••••••••• I• L•• • S••••• 1• | Venture Capital Fund | $2.8M | 26 | Mar 30, 2022 |
| C•• D•••••• I••••••••• I• L•• • S••••• 5• | Venture Capital Fund | $2.3M | 21 | Mar 30, 2022 |
| C•• D•••••• I••••••••• I• L•• • S••••• 1• | Venture Capital Fund | $2.2M | 20 | Mar 30, 2023 |
| C•• D•••••• I••••••••• I• L•• • S••••• 4• | Venture Capital Fund | $2.1M | 23 | Mar 31, 2021 |
| C•• D•••••• I••••••••• I• L•• • S••••• 8• | Venture Capital Fund | $1.0M | 12 | Mar 30, 2022 |
| C•• D•••••• I••••••••• I• L•• • S••••• 9• | Venture Capital Fund | $679,403 | 42 | Mar 30, 2022 |
| C•• D•••••• I••••••••• I• L•• • S••••• 2• | Venture Capital Fund | $0 | 7 | Mar 31, 2021 |
| C•• D•••••• I••••••••• I• L•• • S••••• 3• | Venture Capital Fund | $0 | 18 | Mar 31, 2021 |
| C•• D•••••• I••••••••• I• L•• • S••••• 1• | Venture Capital Fund | $0 | 7 | Mar 31, 2020 |
Owners and control persons
Schedule A and B, latest filing
- F•••••• C•••• A•••• · Coocontrolsince 09/2017 · owns less than 5%
- K•••••• C••••••••• M•••• · General Counselcontrolsince 06/2021 · owns less than 5%
- C••••• S••••• A•••• · Managing Membercontrolsince 10/2011 · owns 25% to 50% of G•• L••
- L••••••• J••••••• · Managing Membercontrolsince 10/2011 · owns 25% to 50% of G•• L••
- K•••••• S••••••••• C••••••••• · Chief Compliance Officersince 06/2022 · owns less than 5%
Entity owners
- C•• D•••••• H••••••• L•• · Managing Memberdirect · owns 75% or more
- G•• L•• · Managing Memberindirect · owns 75% or more of C•• D•••••• H••••••• L••
Related persons
Schedule D 7.A
- C•• G••••• H••••••• L••bankn
- P•••••• H••••••• L••investment adviserpooled vehicle sponsornRAUM $564M
Advisers that list C•• A•••• M••••••••• L•• as a related person
- 315097 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 22 to 14Oct 16, 2025 to Mar 31, 2026
- Advisory activities · 3 to 1Oct 16, 2025 to Mar 31, 2026
- Corporate clients · 4 to 0Oct 16, 2025 to Mar 31, 2026
- HNW clients · 3 to 0Oct 16, 2025 to Mar 31, 2026
- Pooled vehicle clients · 15 to 14Oct 16, 2025 to Mar 31, 2026
- Assets in custody · $490M to $533MOct 16, 2025 to Mar 31, 2026
- Employees · 31 to 27Oct 16, 2025 to Mar 31, 2026
- Private funds · 15 to 14Oct 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $491M to $533MOct 16, 2025 to Mar 31, 2026
- HNW RAUM · $1.0M to $0Oct 16, 2025 to Mar 31, 2026
- Individual RAUM · unset to 0.0Oct 16, 2025 to Mar 31, 2026
- Pension RAUM · unset to 0.0Oct 16, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $490M to $533MOct 16, 2025 to Mar 31, 2026
- RAUM · $491M to $533MOct 16, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 27, 2025
- Accounts · 24 to 22May 7, 2024 to Mar 31, 2025
- Advisory employees · 11 to 12May 7, 2024 to Mar 31, 2025
- Pooled vehicle clients · 17 to 15May 7, 2024 to Mar 31, 2025
- Assets in custody · $396M to $490MMay 7, 2024 to Mar 31, 2025
- Employees · 30 to 31May 7, 2024 to Mar 31, 2025
- Private funds · 17 to 15May 7, 2024 to Mar 31, 2025
- Discretionary RAUM · $397M to $491MMay 7, 2024 to Mar 31, 2025
- HNW RAUM · $596,848 to $1.0MMay 7, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $396M to $490MMay 7, 2024 to Mar 31, 2025
- RAUM · $397M to $491MMay 7, 2024 to Mar 31, 2025
- Accounts · 22 to 24May 2, 2023 to Mar 28, 2024
- Advisory employees · 10 to 11May 2, 2023 to Mar 28, 2024
- Pooled vehicle clients · 15 to 17May 2, 2023 to Mar 28, 2024
- Assets in custody · $388M to $396MMay 2, 2023 to Mar 28, 2024
- Employees · 25 to 30May 2, 2023 to Mar 28, 2024
- Private funds · 15 to 17May 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $389M to $397MMay 2, 2023 to Mar 28, 2024
- HNW RAUM · $203,100 to $596,848May 2, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $388M to $396MMay 2, 2023 to Mar 28, 2024
- RAUM · $389M to $397MMay 2, 2023 to Mar 28, 2024
- Accounts · 20 to 22Dec 13, 2022 to Mar 30, 2023
- Advisory employees · 7 to 10Dec 13, 2022 to Mar 30, 2023
- BD registered reps · 1 to 0Dec 13, 2022 to Mar 30, 2023
- Pooled vehicle clients · 13 to 15Dec 13, 2022 to Mar 30, 2023
- Assets in custody · $399M to $388MDec 13, 2022 to Mar 30, 2023
Signals
6 dated events
- C•• A•••• M••••••••• L•• reported RAUM $404.1M, up 180% from $144.4M (2021-06-03 to 2022-03-30)Mar 30, 2022 · RAUM change · derived
- Marie Christine Kailus (Cco) appeared on Schedule A of C•• A•••• M••••••••• L••Mar 30, 2022 · Control person joined · fact
- Alan Timothy Stoner (Cco) no longer on Schedule A of C•• A•••• M••••••••• L•• (listed 2019-03-28, absent 2019-08-19)Aug 19, 2019 · Control person left · inference
- C•• A•••• M••••••••• L•• reported RAUM $25.8M, down 98% from $1.2B (2018-10-17 to 2019-03-28)Mar 28, 2019 · RAUM change · derived
- C•• A•••• M••••••••• L•• reported RAUM $1.2B, up 32% from $907.6M (2018-03-29 to 2018-10-17)Oct 17, 2018 · RAUM change · derived
- C•• A•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Nov 13, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•• A•••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cmtdigitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- cmt.digitalreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-930-9050reportedpublic 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