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••••• C••••••
Legal name C••••• C•••••• P•••••••• L•
Latest filing Mar 17, 2026
First filing on the tape Mar 31, 2021 · 9 filings
SEC status approved since Apr 30, 2021
RAUM
$441M
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
7
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
2
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$441M as of Mar 17, 2026
Mar 18, 2022$212M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 17, 2026
Mar 18, 20220 then
Employees (5.A)7 as of Mar 17, 2026
Mar 18, 20227 then
Private funds2 as of Mar 17, 2026
Mar 18, 20221 then
RAUM +23% over the last fiscal year+25% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 17, 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
- $220MderivedRAUM 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
- +23%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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$441M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2reported
- 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• C•••••• F••• I• L• | Private Equity Fund | $260M | 26 | Oct 28, 2019 |
| C••••• C•••••• F••• I•• L• | Private Equity Fund | $115M | 10 | Mar 25, 2024 |
Owners and control persons
Schedule A and B, latest filing
- G•••••• D•••••• P•••••• · Partnercontrolsince 08/2019 · owns 25% to 50%
- S•••• N•••••• S•• · Managing Partner And Chief Compliance Officercontrolsince 03/2019 · owns 50% to 75%
Entity owners
- C••••• C•••••• P•••••••• L•• · General Partnerdirect · owns less than 5%
- W•••••• L•• · Limited Partnerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- C••••• C•••••• F••• I• G•• L•pooled vehicle sponsorn
- C••••• C•••••• F••• I• G•• L•pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $359M to $441MMar 28, 2025 to Mar 17, 2026
- Pooled vehicle RAUM · $359M to $441MMar 28, 2025 to Mar 17, 2026
- RAUM · $359M to $441MMar 28, 2025 to Mar 17, 2026
- Advisory employees · 8 to 7Feb 3, 2025 to Mar 28, 2025
- Employees · 8 to 7Feb 3, 2025 to Mar 28, 2025
- Financial planning clients · unset to Feb 3, 2025 to Mar 28, 2025
- Discretionary RAUM · $376M to $359MFeb 3, 2025 to Mar 28, 2025
- Pooled vehicle RAUM · $376M to $359MFeb 3, 2025 to Mar 28, 2025
- RAUM · $376M to $359MFeb 3, 2025 to Mar 28, 2025
- Accounts · 1 to 2Mar 30, 2023 to Mar 25, 2024
- Pooled vehicle clients · 1 to 2Mar 30, 2023 to Mar 25, 2024
- Assets in custody · 139388131.0 to unsetMar 30, 2023 to Mar 25, 2024
- Custody of client assets · true to falseMar 30, 2023 to Mar 25, 2024
- Private funds · 1 to 2Mar 30, 2023 to Mar 25, 2024
- Discretionary RAUM · $225M to $376MMar 30, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $225M to $376MMar 30, 2023 to Mar 25, 2024
- RAUM · $225M to $376MMar 30, 2023 to Mar 25, 2024
- Advisory employees · 7 to 8Mar 18, 2022 to Mar 21, 2023
- Assets in custody · $86.1M to $139MMar 18, 2022 to Mar 21, 2023
- Employees · 7 to 8Mar 18, 2022 to Mar 21, 2023
- Discretionary RAUM · $212M to $225MMar 18, 2022 to Mar 21, 2023
- Pooled vehicle RAUM · $212M to $225MMar 18, 2022 to Mar 21, 2023
- RAUM · $212M to $225MMar 18, 2022 to Mar 21, 2023
- Advisory employees · 6 to 7Apr 5, 2021 to Mar 18, 2022
- Assets in custody · $18.8M to $86.1MApr 5, 2021 to Mar 18, 2022
- Employees · 6 to 7Apr 5, 2021 to Mar 18, 2022
- Discretionary RAUM · $200M to $212MApr 5, 2021 to Mar 18, 2022
- Pooled vehicle RAUM · $200M to $212MApr 5, 2021 to Mar 18, 2022
- RAUM · $200M to $212MApr 5, 2021 to Mar 18, 2022
- Assets in custody · $0 to $18.8MMar 31, 2021 to Apr 5, 2021
- Custody of client assets · false to trueMar 31, 2021 to Apr 5, 2021
- Private funds · 2 to 1Mar 31, 2021 to Apr 5, 2021
Signals
2 dated events
- C••••• C•••••• reported RAUM $375.5M, up 67% from $225.4M (2023-03-30 to 2024-03-25)Mar 25, 2024 · RAUM change · derived
- C••••• C•••••• filed its initial SEC registration (Form ADV)Mar 31, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••• C•••••• · Independent Sponsorsshared crd · capital_provider
- C••••• C•••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/coherecapitalreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-245-4020reportedpublic record, Form ADV, Mar 17, 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