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•••• L••• P••••••• L•
Latest filing Mar 31, 2026
First filing on the tape May 14, 2018 · 16 filings
SEC status approved since Jun 27, 2018
RAUM
$1.2B
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
13
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$1.2B as of Mar 31, 2026
Mar 29, 2019$1.0B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20190 then
Employees (5.A)13 as of Mar 31, 2026
Mar 29, 201911 then
Private funds4 as of Mar 31, 2026
Mar 29, 20193 then
RAUM +14% over the last fiscal year+8.8% 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
- $107MderivedRAUM 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
- +14%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
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.2B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- 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
8 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| P•••••• R••• E••••• F••• I•• L•••no longer reported | Real Estate Fund | $659M | 149 | May 14, 2018 |
| P•••••• R••• E••••• M••••• F••• I• L•• | Real Estate Fund | $339M | 156 | Mar 30, 2020 |
| C•••• L••• R••• E••••• M••••• F••• I•• L•• | Real Estate Fund | $305M | 102 | Mar 30, 2020 |
| P•••••• R••• E••••• R••••••• F•••• L••• | Real Estate Fund | $144M | 90 | May 14, 2018 |
| C•••• L••• R••• E••••• F••• I•• L••• A•• L•no longer reported | Real Estate Fund | $35.1M | 18 | Mar 30, 2021 |
| C•••• L••• R••• E••••• F••• I•• L•no longer reported | Real Estate Fund | $17.6M | 1 | Mar 29, 2019 |
| C•••• L••• R••• E••••• M••••• F••• I• L•• | Real Estate Fund | $8.5M | 17 | Mar 27, 2023 |
| C•••• L••• R••• E••••• F••• I• S•• A•• L• | Real Estate Fund | $5.4M | 17 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••• M••••••• A••••• · Managing Partner And Limited Partnercontrolsince 04/2018 · owns less than 5%
- S•••••••• J•••••••• T• · Managing Partner, Limited Partner, And Ccocontrolsince 04/2018 · owns less than 5%
- B•••• M••••••• A••••• · Membercontrolsince 04/2018 · owns 50% to 75% of C•••• L••• P••••••• L••
- S•••••••• J•••••••• T• · Membercontrolsince 04/2018 · owns 25% to 50% of C•••• L••• P••••••• L••
Entity owners
- C•••• L••• P••••••• L•• · General Partnerdirect · owns 75% or more
Related persons
Schedule D 7.A
- C•••• L••• P••••••• L••pooled vehicle sponsory
- C•••• L••• R••• E••••• F••• I•• G• L••pooled vehicle sponsory
- C•••• L••• R••• E••••• F••• I• G• L••pooled vehicle sponsory
- P•••••• P••••••• M••••••••• I• L••pooled vehicle sponsory
- P•••••• P••••••• M••••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Employees · 12 to 13Mar 27, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $1.2BMar 27, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.0B to $1.2BMar 27, 2025 to Mar 31, 2026
- RAUM · $1.0B to $1.2BMar 27, 2025 to Mar 31, 2026
- Accounts · 12 to 11May 16, 2024 to Mar 27, 2025
- Advisory employees · 7 to 6May 16, 2024 to Mar 27, 2025
- Pooled vehicle clients · 12 to 11May 16, 2024 to Mar 27, 2025
- Employees · 13 to 12May 16, 2024 to Mar 27, 2025
- Financial planning clients · unset to May 16, 2024 to Mar 27, 2025
- Private funds · 5 to 4May 16, 2024 to Mar 27, 2025
- Discretionary RAUM · $1.1B to $1.0BMay 16, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $1.1B to $1.0BMay 16, 2024 to Mar 27, 2025
- RAUM · $1.1B to $1.0BMay 16, 2024 to Mar 27, 2025
- Accounts · 11 to 12Mar 27, 2023 to Mar 27, 2024
- Advisory employees · 6 to 7Mar 27, 2023 to Mar 27, 2024
- Pooled vehicle clients · 11 to 12Mar 27, 2023 to Mar 27, 2024
- Employees · 11 to 13Mar 27, 2023 to Mar 27, 2024
- Private funds · 4 to 5Mar 27, 2023 to Mar 27, 2024
- Discretionary RAUM · $914M to $1.1BMar 27, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $914M to $1.1BMar 27, 2023 to Mar 27, 2024
- RAUM · $914M to $1.1BMar 27, 2023 to Mar 27, 2024
- Accounts · 8 to 11Mar 14, 2022 to Mar 27, 2023
- Pooled vehicle clients · 8 to 11Mar 14, 2022 to Mar 27, 2023
- Employees · 12 to 11Mar 14, 2022 to Mar 27, 2023
- Private funds · 3 to 4Mar 14, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.2B to $914MMar 14, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.2B to $914MMar 14, 2022 to Mar 27, 2023
- RAUM · $1.2B to $914MMar 14, 2022 to Mar 27, 2023
- Accounts · 9 to 8Apr 28, 2021 to Mar 14, 2022
- Advisory employees · 5 to 6Apr 28, 2021 to Mar 14, 2022
- Pooled vehicle clients · 9 to 8Apr 28, 2021 to Mar 14, 2022
- Employees · 10 to 12Apr 28, 2021 to Mar 14, 2022
- Private funds · 4 to 3Apr 28, 2021 to Mar 14, 2022
- Discretionary RAUM · $1.1B to $1.2BApr 28, 2021 to Mar 14, 2022
- Pooled vehicle RAUM · $1.1B to $1.2BApr 28, 2021 to Mar 14, 2022
- RAUM · $1.1B to $1.2BApr 28, 2021 to Mar 14, 2022
- Private funds · 3 to 4Mar 30, 2020 to Mar 30, 2021
- Discretionary RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 30, 2021
- RAUM · $1.1B to $1.1BMar 30, 2020 to Mar 30, 2021
Signals
1 dated events
- M••• L• filed its initial SEC registration (Form ADV)May 14, 2018 · 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
- Website
- C••••L•••PARTNERS.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-599-6336reportedpublic 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•••• L••• P••••••• 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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