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••••• R••• C•••••• P•••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Dec 19, 2017 · 14 filings
SEC status approved since Jan 19, 2018
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
18
11 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
8
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$1.7B as of Mar 31, 2026
Mar 29, 2019$594M then
HNW client RAUM$0 as of Mar 31, 2026
Mar 29, 2019$0 then
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)18 as of Mar 31, 2026
Mar 29, 20199 then
Private funds8 as of Mar 31, 2026
Mar 29, 20193 then
RAUM +6.5% over the last fiscal year+5.4% 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
- $217MderivedRAUM 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
- +6.5%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
- Custody
- $1.7B, 8 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$1.7B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.7B for 8 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• R••• C•••••• P••••••• F••• I• L• | Private Equity Fund | $613M | 50 | May 18, 2018 |
| C••••• R••• C•••••• P••••••• F••• I••• L• | Private Equity Fund | $391M | 34 | May 18, 2018 |
| C••••• R••• C•••••• P••••••• F••• I•• L• | Private Equity Fund | $333M | 85 | Mar 31, 2022 |
| C••••• R••• C•••••• P••••••• F••• I•••• L• | Private Equity Fund | $309M | 60 | Mar 31, 2022 |
| C••••• R••• C•••••• P••••••• E•••••••• F••• I• L• | Private Equity Fund | $23.4M | 16 | Mar 29, 2019 |
| C••• C•••••••• ••••••••• L• | Private Equity Fund | $10.5M | 7 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- K•••••• I••• M•••••• · Partner, President, Limited Partnercontrolsince 08/2017 · owns 50% to 75%
- N•••••• J•••• G••••• · Chief Compliance Officer, Chief Financial Officer And Principalcontrolsince 12/2017 · owns less than 5%
- T•••••••• T••••• M•••••• · Partner, E•••••••• Vice President, Limited Partnercontrolsince 09/2017 · owns 50% to 75%
- K•••••• I••• M•••••• · Shareholdercontrolsince 08/2017 · owns 50% to 75% of C••••• R••• C•••••• P••••••• G•• I•••
- T•••••••• T••••• M•••••• · Shareholdercontrolsince 03/2020 · owns 50% to 75% of C••••• R••• C•••••• P••••••• G•• I•••
Entity owners
- C••••• R••• C•••••• P••••••• G•• I••• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C••••• R••• C•••••• P••••••• F••• I• G•• L•bankpooled vehicle sponsorn
- C••••• R••• C•••••• P••••••• F••• I• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Bloomfield Hills, MI9 employees
What changed
consecutive filings, newest first
- Advisory employees · 12 to 11Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $1.6B to $1.7BMar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.6B to $1.7BMar 31, 2025 to Mar 31, 2026
- Accounts · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Pooled vehicle clients · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Assets in custody · $1.7B to $1.6BMar 28, 2024 to Mar 31, 2025
- Employees · 19 to 18Mar 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 31, 2025
- Private funds · 6 to 8Mar 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.7B to $1.6BMar 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.7B to $1.6BMar 28, 2024 to Mar 31, 2025
- RAUM · $1.7B to $1.6BMar 28, 2024 to Mar 31, 2025
- Accounts · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Pooled vehicle clients · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Assets in custody · $1.5B to $1.7BMar 30, 2023 to Mar 28, 2024
- Employees · 17 to 19Mar 30, 2023 to Mar 28, 2024
- Private funds · 5 to 6Mar 30, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.5B to $1.7BMar 30, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.5B to $1.7BMar 30, 2023 to Mar 28, 2024
- RAUM · $1.5B to $1.7BMar 30, 2023 to Mar 28, 2024
- Assets in custody · $1.2B to $1.5BSep 22, 2022 to Mar 30, 2023
- Employees · 16 to 17Sep 22, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.2B to $1.5BSep 22, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.2B to $1.5BSep 22, 2022 to Mar 30, 2023
- RAUM · $1.2B to $1.5BSep 22, 2022 to Mar 30, 2023
- Accounts · 3 to 5Mar 29, 2021 to Mar 31, 2022
- Advisory employees · 11 to 12Mar 29, 2021 to Mar 31, 2022
- Pooled vehicle clients · 3 to 5Mar 29, 2021 to Mar 31, 2022
- Assets in custody · $660M to $1.2BMar 29, 2021 to Mar 31, 2022
- Employees · 14 to 16Mar 29, 2021 to Mar 31, 2022
- Private funds · 3 to 5Mar 29, 2021 to Mar 31, 2022
- Discretionary RAUM · $660M to $1.2BMar 29, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $660M to $1.2BMar 29, 2021 to Mar 31, 2022
- RAUM · $660M to $1.2BMar 29, 2021 to Mar 31, 2022
- Advisory employees · 10 to 11Nov 17, 2020 to Mar 29, 2021
- Assets in custody · $583M to $660MNov 17, 2020 to Mar 29, 2021
- Employees · 13 to 14Nov 17, 2020 to Mar 29, 2021
- Discretionary RAUM · $583M to $660MNov 17, 2020 to Mar 29, 2021
Signals
3 dated events
- C••••• R••• C•••••• P•••••••• L• reported RAUM $1.5B, up 27% from $1.2B (2022-09-22 to 2023-03-30)Mar 30, 2023 · RAUM change · derived
- C••••• R••• C•••••• P•••••••• L• reported RAUM $1.2B, up 77% from $659.8M (2021-03-29 to 2022-03-31)Mar 31, 2022 · RAUM change · derived
- C••••• R••• C•••••• P•••••••• L• filed its initial SEC registration (Form ADV)Dec 19, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••• R••• C•••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- C••••• R••• C•••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/25049879reportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••R•••CP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (312) 635-8075reportedpublic 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