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•••••• L••
Latest filing Mar 31, 2026
First filing on the tape Oct 16, 2020 · 13 filings
SEC status approved since Nov 17, 2020
RAUM
$3.1B
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
19
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
21
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$3.1B as of Mar 31, 2026
Mar 31, 2021$111M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 31, 20210 then
Employees (5.A)19 as of Mar 31, 2026
Mar 31, 20216 then
Private funds21 as of Mar 31, 2026
Mar 31, 20212 then
RAUM +20% over the last fiscal year+25% 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
- $130MderivedRAUM 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
- +20%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
- $3.1B, 24 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 discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- 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$3.1B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 24reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.1B for 24 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
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
12 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••••• S•• F••• L• | Other Private Fund | $596M | 77 | Apr 13, 2020 |
| C••••••••• O••••••••• M••••• F••• L• | Hedge Fund | $550M | 3 | Mar 31, 2022 |
| C••••••••• S•• P••••••• F••• L• | Other Private Fund | $338M | 4 | Mar 31, 2022 |
| C••••••••• E•••••• F••• •• L• | Other Private Fund | $180M | 7 | Mar 27, 2024 |
| C••••••••• D••••• P•••••• •• L• | Private Equity Fund | $88.4M | 38 | Mar 31, 2022 |
| C••••••••• I••••• F••• •• L• | Private Equity Fund | $71.8M | 57 | Mar 30, 2023 |
| C••••••••• I••••• F••• •• L• | Private Equity Fund | $59.3M | 8 | Mar 30, 2023 |
| C••••••••• E•••••• F••• •• L• | Other Private Fund | $39.6M | 60 | Mar 27, 2024 |
| C• C••••• I••••••••• L• | Private Equity Fund | $37.4M | 14 | Oct 16, 2020 |
| C• C••••• I••••••••• I• L• | Private Equity Fund | $34.2M | 1 | Mar 31, 2022 |
| C••••••••• G• P••• L• | Private Equity Fund | $21.2M | 1 | Mar 31, 2022 |
| C••••••••• D••••• P•••••• •• L• | Private Equity Fund | $6.2M | 4 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- D••••••• B••••• · Chief Financial Officercontrolsince 12/2023 · owns less than 5%
- D••••••• P•••• H•••• · Chief Compliance Officer And General Counselcontrolsince 04/2023 · owns less than 5%
- S••••••••• M••••••• J• · Ownercontrolsince 10/2019 · owns 75% or more
- R••••• J•••• · Chief Operating Officersince 01/2024 · owns less than 5%
Related persons
Schedule D 7.A
- C••••••••• G• H••••••• I• L••pooled vehicle sponsorn
- C••••••••• G• H••••••• L••pooled vehicle sponsorn
- C••••••••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 19 to 24Apr 16, 2025 to Mar 31, 2026
- Advisory employees · 7 to 9Apr 16, 2025 to Mar 31, 2026
- Pooled vehicle clients · 19 to 24Apr 16, 2025 to Mar 31, 2026
- Assets in custody · $2.6B to $3.1BApr 16, 2025 to Mar 31, 2026
- Employees · 16 to 19Apr 16, 2025 to Mar 31, 2026
- Private funds · 16 to 21Apr 16, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $3.1BApr 16, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $2.6B to $3.1BApr 16, 2025 to Mar 31, 2026
- RAUM · $2.6B to $3.1BApr 16, 2025 to Mar 31, 2026
- Accounts · 11 to 19Apr 24, 2024 to Apr 16, 2025
- Pooled vehicle clients · 11 to 19Apr 24, 2024 to Apr 16, 2025
- Assets in custody · $1.9B to $2.6BApr 24, 2024 to Apr 16, 2025
- Employees · 14 to 16Apr 24, 2024 to Apr 16, 2025
- Financial planning clients · unset to Apr 24, 2024 to Apr 16, 2025
- Private funds · 9 to 16Apr 24, 2024 to Apr 16, 2025
- Discretionary RAUM · $1.9B to $2.6BApr 24, 2024 to Apr 16, 2025
- Pooled vehicle RAUM · $1.9B to $2.6BApr 24, 2024 to Apr 16, 2025
- RAUM · $1.9B to $2.6BApr 24, 2024 to Apr 16, 2025
- Accounts · 12 to 11Jun 2, 2023 to Mar 27, 2024
- Advisory employees · 5 to 7Jun 2, 2023 to Mar 27, 2024
- Pooled vehicle clients · 12 to 11Jun 2, 2023 to Mar 27, 2024
- Assets in custody · $1.6B to $1.9BJun 2, 2023 to Mar 27, 2024
- Employees · 11 to 14Jun 2, 2023 to Mar 27, 2024
- Private funds · 10 to 9Jun 2, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.6B to $1.9BJun 2, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.6B to $1.9BJun 2, 2023 to Mar 27, 2024
- RAUM · $1.6B to $1.9BJun 2, 2023 to Mar 27, 2024
- Accounts · 10 to 12Jun 30, 2022 to Mar 30, 2023
- Pooled vehicle clients · 10 to 12Jun 30, 2022 to Mar 30, 2023
- Assets in custody · $1.4B to $1.6BJun 30, 2022 to Mar 30, 2023
- Employees · 9 to 11Jun 30, 2022 to Mar 30, 2023
- Private funds · 8 to 10Jun 30, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.4B to $1.6BJun 30, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.4B to $1.6BJun 30, 2022 to Mar 30, 2023
- RAUM · $1.4B to $1.6BJun 30, 2022 to Mar 30, 2023
- Assets in custody · $1.4B to $1.4BApr 29, 2022 to Jun 30, 2022
- Discretionary RAUM · $1.4B to $1.4BApr 29, 2022 to Jun 30, 2022
- Pooled vehicle RAUM · $1.4B to $1.4BApr 29, 2022 to Jun 30, 2022
- RAUM · $1.4B to $1.4BApr 29, 2022 to Jun 30, 2022
- Assets in custody · $745M to $1.4BMar 31, 2022 to Apr 29, 2022
Signals
7 dated events
- C••••••••• C•••••• L•• reported RAUM $2.6B, up 35% from $1.9B (2024-04-24 to 2025-04-16)Apr 16, 2025 · ria raum c••••• · derived
- B••••• D•••••• (Chief Financial Officer) appeared on Schedule A of C••••••••• C•••••• L••Mar 27, 2024 · Control person joined · fact
- Joseph Keith Oconnor (Chief Financial Officer) no longer on Schedule A of C••••••••• C•••••• L•• (listed 2023-06-02, absent 2024-03-27)Mar 27, 2024 · Control person left · inference
- Henry Paul Dumaine (Chief Compliance Officer And General Counsel) appeared on Schedule A of C••••••••• C•••••• L••Apr 13, 2023 · Control person joined · fact
- C••••••••• C•••••• L•• reported RAUM $1.4B, up 85% from $745.2M (2022-03-31 to 2022-04-29)Apr 29, 2022 · ria raum c••••• · derived
- C••••••••• C•••••• L•• reported RAUM $745.2M, up 574% from $110.5M (2021-10-01 to 2022-03-31)Mar 31, 2022 · ria raum c••••• · derived
- C•••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Oct 16, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••••• C•••••• L•• · Independent Sponsorsshared crd · capital_provider
- C••••••••• C•••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/conversant-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 908-466-5010reportedpublic 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