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•••••• M••••••••• L•
Latest filing Mar 31, 2026
First filing on the tape Nov 20, 2020 · 12 filings
SEC status approved since Dec 21, 2020
RAUM
$1.9B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$1.9B
derived; firm RAUM over IAPD count
Employees
11
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$1.9B as of Mar 31, 2026
Mar 30, 2021$772M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20210 then
Employees (5.A)11 as of Mar 31, 2026
Mar 30, 20218 then
Private funds5 as of Mar 31, 2026
Mar 31, 20235 then
RAUM +56% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $1.9BderivedRAUM 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
- $372MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 11.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +56%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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- 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$1.9B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- 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
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| R••• E••••• S••••••• | Dallas, Tx | Dec 21, 2020 | 14 y | 1 |
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
- R••• E••••• S••••••• from C•••• I•••Dec 21, 2020 · Other
Private funds
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••• R••••••• M••••• P••••••••• L• | Hedge Fund | $1.1B | 3 | Aug 28, 2018 |
| C•••••• R••••••• P•••••••• L• | Hedge Fund | $682M | 94 | Aug 29, 2012 |
| C•••••• A•••• P•••••••• L• | Hedge Fund | $60.7M | 3 | Apr 28, 2022 |
| S••••• T•••• L• | Hedge Fund | $50.4M | 44 | Aug 29, 2012 |
| C•••••• R••••••• O••••••• P•••••••• L• | Hedge Fund | $30.5M | 8 | Aug 28, 2018 |
Owners and control persons
Schedule A and B, latest filing
- S•••••••• R•••• E••••• · Managing Directorcontrolsince 11/2020 · owns less than 5%
- S••••••• B••••••• J•• · Managing Directorcontrolsince 11/2020 · owns less than 5%
- S•••••••• R•••• E••••• · Limited Partnercontrolsince 04/2014 · owns 50% to 75% of T••••••••• P•••••••• L•
- S••••••• B••••••• J•• · Limited Partnercontrolsince 04/2014 · owns 25% to 50% of T••••••••• P•••••••• L•
- F•••••••• G••••• A•••••• · Chief Financial Officer / Chief Compliance Officersince 05/2023 · owns less than 5%
Entity owners
- T••••••••• P•••••••• L• · Limited Partnerdirect · owns 75% or more
- C•••••• M••••••••• G• H•••••••• L•• · General Partnerindirect · owns F of T••••••••• P•••••••• L•
- C•••••• M••••••••• G• H••••••• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 8 to 7Mar 31, 2025 to Mar 31, 2026
- Employees · 12 to 11Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.2B to $1.9BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.2B to $1.9BMar 31, 2025 to Mar 31, 2026
- RAUM · $1.2B to $1.9BMar 31, 2025 to Mar 31, 2026
- Advisory employees · 7 to 8Mar 29, 2024 to Mar 31, 2025
- Employees · 11 to 12Mar 29, 2024 to Mar 31, 2025
- Financial planning clients · unset to Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $1.2B to $1.2BMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $1.2B to $1.2BMar 29, 2024 to Mar 31, 2025
- RAUM · $1.2B to $1.2BMar 29, 2024 to Mar 31, 2025
- Advisory employees · 6 to 7May 25, 2023 to Mar 29, 2024
- Employees · 10 to 11May 25, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.2B to $1.2BMay 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.2B to $1.2BMay 25, 2023 to Mar 29, 2024
- RAUM · $1.2B to $1.2BMay 25, 2023 to Mar 29, 2024
- Related adviser · true to falseMay 25, 2023 to Mar 29, 2024
- Advisory employees · 5 to 6Apr 28, 2022 to Mar 31, 2023
- Employees · 7 to 10Apr 28, 2022 to Mar 31, 2023
- Discretionary RAUM · $872M to $1.2BApr 28, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $872M to $1.2BApr 28, 2022 to Mar 31, 2023
- RAUM · $872M to $1.2BApr 28, 2022 to Mar 31, 2023
- Private funds · unset to 5Mar 30, 2022 to Apr 28, 2022
- Discretionary RAUM · $844M to $872MMar 30, 2022 to Apr 28, 2022
- Pooled vehicle RAUM · $844M to $872MMar 30, 2022 to Apr 28, 2022
- RAUM · $844M to $872MMar 30, 2022 to Apr 28, 2022
- Accounts · 4 to 5Mar 30, 2021 to Mar 30, 2022
- Advisory employees · 6 to 5Mar 30, 2021 to Mar 30, 2022
- Pooled vehicle clients · 4 to 5Mar 30, 2021 to Mar 30, 2022
- Employees · 8 to 7Mar 30, 2021 to Mar 30, 2022
- Discretionary RAUM · $772M to $844MMar 30, 2021 to Mar 30, 2022
- Pooled vehicle RAUM · $772M to $844MMar 30, 2021 to Mar 30, 2022
- RAUM · $772M to $844MMar 30, 2021 to Mar 30, 2022
- Accounts · unset to 4.0Dec 8, 2020 to Mar 30, 2021
- Advisory employees · 5 to 6Dec 8, 2020 to Mar 30, 2021
- Pooled vehicle clients · unset to 4.0Dec 8, 2020 to Mar 30, 2021
- Employees · 7 to 8Dec 8, 2020 to Mar 30, 2021
- Discretionary RAUM · unset to 771915317.0Dec 8, 2020 to Mar 30, 2021
- Non-discretionary RAUM · unset to 0.0Dec 8, 2020 to Mar 30, 2021
- Pooled vehicle RAUM · unset to 771915317.0Dec 8, 2020 to Mar 30, 2021
Signals
3 dated events
- C•••••• M••••••••• L• reported RAUM $1.9B, up 56% from $1.2B (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C•••••• M••••••••• L• reported RAUM $1.2B, up 43% from $872.1M (2022-04-28 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- C•••••• M••••••••• L• filed its initial SEC registration (Form ADV)Nov 20, 2020 · 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/condireinvestorsllcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 214-572-8921reportedpublic 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
- $1.9Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026