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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
C•••• E••• L••
Latest filing Feb 23, 2026
First filing on the tape May 30, 2019 · 9 filings
SEC status approved since Jun 28, 2019
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$0 as of Feb 23, 2026
Mar 28, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 23, 2026
Mar 23, 20200 then
Employees (5.A)2 as of Feb 23, 2026
Mar 23, 20203 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 23, 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween 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-based, otherreportedItem 5.E
- Advisory activities
- pension consultingreportedItem 5.G
- Custody
- $34.0M, 1 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
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- 1reported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $34.0M for 1 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- H•••••• M•••• E••• · Chief Financial Officer, Chief Compliance Officer And Board Of Managerscontrolsince 06/2014 · owns less than 5%
- P••••• Q••••••• E••••••• · Co-Chairman Board Of Managerscontrolsince 06/2014 · owns less than 5%
- P•••••• S•••••• E•••• L••• · Co-Chairman Board Of Managers And Chief Executive Officercontrolsince 06/2014 · owns less than 5%
- P••••• D••••• I••••• · Trusteecontrolsince 12/2012 · owns 75% or more of P•••• 2••• D••••••••• G••• T••••
- P••••• Q••••••• E••••••• · Membercontrolsince 12/2010 · owns 50% to 75% of P•••• I•••••••• L••
- P•••••• S•••••• E•••• L••• · Membercontrolsince 06/2014 · owns 75% or more of E•• N•• L•••• A••••••• L••
Entity owners
- C•••• C•••••• P•••••••• L•• · Member, C•••• E••• L•• Class A & Bdirect · owns 25% to 50%
- E•• N•• L•••• A••••••• L•• · Member, C•••• E••• L•• Class Adirect · owns 25% to 50%
- C•••• I•••••••• L•• · Memberindirect · owns 25% to 50% of C•••• C•••••• P•••••••• L••
- D••••• G••••• L•• · Memberindirect · owns 75% or more of C•••• C•••••• P•••••••• L••
- J•••• L•• · Memberindirect · owns 25% to 50% of J••• 1• L••
- P•••• 2••• D••••••••• G••• T•••• · Memberindirect · owns 25% to 50% of P•••• I•••••••• L••
- P•••• I•••••••• L•• · Memberindirect · owns 75% or more of C•••• I•••••••• L••
- S••• • S•••• T••••••••• O• T•• S•••• O• M••••••• A• C••••••• F•• S•••••• M••••••• P•••••• F•••• · Memberindirect · owns 75% or more of D••••• G••••• L••
- J••• 1• L•• · Member, C•••• E••• L•• Class Cdirect · owns 5% to 10%
Related persons
Schedule D 7.A
- C•••• C•••••• P•••••••• L••investment adviserLP sponsoryRAUM $300M
- C••••••••• G•• L••pooled vehicle sponsorn
Advisers that list C•••• E••• L•• as a related person
- 109272 y
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Assets in custody · $18.1M to $34.0MMar 28, 2025 to Feb 23, 2026
- Accounts · unset to 0.0Mar 27, 2024 to Mar 28, 2025
- Assets in custody · $10.0M to $18.1MMar 27, 2024 to Mar 28, 2025
- Financial planning clients · 0 to 0Mar 27, 2024 to Mar 28, 2025
- Discretionary RAUM · unset to 0.0Mar 27, 2024 to Mar 28, 2025
- Non-discretionary RAUM · unset to 0.0Mar 27, 2024 to Mar 28, 2025
- RAUM · unset to 0.0Mar 27, 2024 to Mar 28, 2025
- Assets in custody · $7.7M to $10.0MMar 14, 2022 to Mar 22, 2023
- Assets in custody · $8.4M to $7.7MMar 26, 2021 to Mar 14, 2022
- Assets in custody · $6.9M to $8.4MMar 23, 2020 to Mar 26, 2021
- Employees · 3 to 2Mar 23, 2020 to Mar 26, 2021
- Assets in custody · $0 to $6.9MMay 31, 2019 to Mar 23, 2020
Signals
2 dated events
- Wentworth Louis Hoyes (Member Board Of Managers) no longer on Schedule A of C•••• E••• L•• (listed 2019-05-31, absent 2020-03-23)Mar 23, 2020 · Control person left · inference
- C•••• E••• L•• filed its initial SEC registration (Form ADV)May 30, 2019 · 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
- Firm profile
- linkedin.com/company/24601325reportedpublic record, Form ADV, Sep 18, 2026
- Website
- c••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-827-2280reportedpublic record, Form ADV, Feb 23, 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
- No RAUM reportedderiveda 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