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.
SEC-registered adviser
Carr'S Hill Partners
Legal name Carr'S Hill Capital Partners Management, L.P.
Latest filing Apr 29, 2026
First filing on the tape May 23, 2024 · 5 filings
SEC status approved since Jun 21, 2024
RAUM
$493M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$246M
derived; firm RAUM over IAPD count
Employees
10
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$493M as of Apr 29, 2026
Mar 28, 2025$335M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 29, 2026
Mar 28, 20250 then
Employees (5.A)10 as of Apr 29, 2026
Mar 28, 20258 then
Private funds8 as of Apr 29, 2026
Mar 28, 20256 then
RAUM +47% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 29, 2026; every figure names its basis
- RAUM per advisor
- $246MderivedRAUM 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
- $61.6MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +47%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $363M, 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$493M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $363M 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=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Henry David De Laureal | New Orleans, La | Jun 9, 2020 | 20 y | 0 |
| Travis Alexander Rachal | New Orleans, La | Jun 9, 2020 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
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 |
|---|---|---|---|---|
| Chp Mbd Investors, LLC | Private Equity Fund | $84.7M | 16 | May 23, 2024 |
| Chp Arrow Environmental, LP | Private Equity Fund | $60.7M | 12 | May 23, 2024 |
| Chp Safety Investors, LLC | Private Equity Fund | $12.7M | 5 | May 23, 2024 |
| Chp Axis Investors II, LLC | Private Equity Fund | $10.0M | 7 | May 23, 2024 |
| Chp Axis Investors, LLC | Private Equity Fund | $8.9M | 8 | May 23, 2024 |
| Carr'S Hill Fund I, LP | Private Equity Fund | $0 | 0 | May 23, 2024 |
Owners and control persons
Schedule A and B, latest filing
- David Henry De Laureal · Founder/Managing Partnercontrolsince 06/2019 · owns 75% or more
- Cohen Amy Mallen · Chief Compliance Officer/Chief Financial Officercontrolsince 10/2024 · owns less than 5%
- David Henry De Laureal · Limited Partnercontrolsince 06/2019 · owns 75% or more of Carr'S Hill Capital Partners Ugp, LLC
Entity owners
- Carr'S Hill Capital Partners Ugp, LLC · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New Orleans, La · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $502M to $493MMar 30, 2026 to Apr 29, 2026
- Pooled vehicle RAUM · $502M to $493MMar 30, 2026 to Apr 29, 2026
- RAUM · $502M to $493MMar 30, 2026 to Apr 29, 2026
- Accounts · 6 to 8Mar 28, 2025 to Mar 30, 2026
- Advisory employees · 6 to 8Mar 28, 2025 to Mar 30, 2026
- Pooled vehicle clients · 6 to 8Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $335M to $363MMar 28, 2025 to Mar 30, 2026
- Employees · 8 to 10Mar 28, 2025 to Mar 30, 2026
- Private funds · 6 to 8Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $335M to $502MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $335M to $502MMar 28, 2025 to Mar 30, 2026
- RAUM · $335M to $502MMar 28, 2025 to Mar 30, 2026
- Assets in custody · unset to 335167952.0Nov 12, 2024 to Mar 28, 2025
- Custody of client assets · false to trueNov 12, 2024 to Mar 28, 2025
- Employees · 6 to 8Nov 12, 2024 to Mar 28, 2025
- Financial planning clients · unset to Nov 12, 2024 to Mar 28, 2025
- State-registered IARs · 2 to 0Nov 12, 2024 to Mar 28, 2025
- Discretionary RAUM · $177M to $335MNov 12, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $177M to $335MNov 12, 2024 to Mar 28, 2025
- RAUM · $177M to $335MNov 12, 2024 to Mar 28, 2025
Signals
4 dated events
- Carr'S Hill Partners reported RAUM $502.1M, up 50% from $335.2M (2025-03-28 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- Carr'S Hill Partners reported RAUM $335.2M, up 89% from $177.1M (2024-11-12 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- Cohen Amy Mallen (Chief Compliance Officer/Chief Financial Officer) appeared on Schedule A of Carr'S Hill PartnersNov 12, 2024 · Control person joined · fact
- Carr'S Hill Partners filed its initial SEC registration (Form ADV)May 23, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Carr'S Hill Partners · Independent Sponsorsshared crd · capital_provider
- Carr's Hill Partners · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/carr-s-hill-partners/aboutreportedpublic record, Form ADV, Sep 17, 2026
- Website
- carrshillpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 504-332-0901reportedpublic record, Form ADV, Apr 29, 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
- $246Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026