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•• F••• M••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Jun 28, 2022 · 8 filings
SEC status approved since Jul 28, 2022
RAUM
$517M
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
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$517M as of Apr 30, 2026
Mar 20, 2023$303M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 20, 20230 then
Employees (5.A)3 as of Apr 30, 2026
Mar 20, 20233 then
Private funds5 as of Apr 30, 2026
Mar 20, 20234 then
RAUM +1.8% over the last fiscal year+20% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Apr 30, 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
- $103MderivedRAUM 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
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +1.8%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
- 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)
- 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$517M100%
- 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
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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| U••• I• Q• P•••••••• L• | Private Equity Fund | $179M | 482 | Mar 30, 2022 |
| C•• G• F••• I• L• | Private Equity Fund | $68.8M | 67 | Dec 17, 2020 |
| C•• G• F••• I•• L• | Private Equity Fund | $56.1M | 103 | Jun 28, 2022 |
| U••• I• P•••••••• L• | Private Equity Fund | $13.8M | 61 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••• R•••••• G• · Trusteecontrolsince 12/2012 · owns 50% to 75%
- C••••• S••••• H• · Trusteecontrolsince 01/2021 · owns 25% to 50%
- C•••••• E••••••••• M•••• · Coocontrolsince 03/2021 · owns less than 5%
- G•••••• D•••••• R••••••• · Cco/Cfocontrolsince 03/2021 · owns less than 5%
- M••••• C••••••••• P• · Trusteecontrolsince 01/2021 · owns 25% to 50%
Entity owners
- C••••••••• P• M•••• R•••••••• T•••• · Ownerdirect · owns 25% to 50%
- C•• F••• M•••••• M••••••••• L•• · Managing Memberdirect · owns less than 5%
- R••••• G• C•••• R•••••••• L••••• T•••• · Ownerdirect · owns 50% to 75%
- S•••• H• C•••• R•••••••• T•••• · Ownerdirect · owns 25% to 50%
Related persons
Schedule D 7.A
- C•• G• I••••••••• I•• L••pooled vehicle sponsorn
- C•• G• I••••••••• L••pooled vehicle sponsorn
- U••• I• G• I••••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- New Hope, PA1 employees
What changed
consecutive filings, newest first
- Accounts · 4 to 5Mar 26, 2025 to Mar 26, 2026
- Pooled vehicle clients · 4 to 5Mar 26, 2025 to Mar 26, 2026
- Private funds · 4 to 5Mar 26, 2025 to Mar 26, 2026
- Discretionary RAUM · $508M to $517MMar 26, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $508M to $517MMar 26, 2025 to Mar 26, 2026
- RAUM · $508M to $517MMar 26, 2025 to Mar 26, 2026
- BD registered reps · 1 to 0Mar 27, 2024 to Mar 26, 2025
- Financial planning clients · unset to Mar 27, 2024 to Mar 26, 2025
- Discretionary RAUM · $473M to $508MMar 27, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $473M to $508MMar 27, 2024 to Mar 26, 2025
- RAUM · $473M to $508MMar 27, 2024 to Mar 26, 2025
- BD registered reps · 0 to 1Apr 27, 2023 to Mar 27, 2024
- Other offices · 0 to 1Apr 27, 2023 to Mar 27, 2024
- Discretionary RAUM · $503M to $473MApr 27, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $503M to $473MApr 27, 2023 to Mar 27, 2024
- RAUM · $503M to $473MApr 27, 2023 to Mar 27, 2024
- Discretionary RAUM · $303M to $503MMar 20, 2023 to Apr 27, 2023
- Pooled vehicle RAUM · $303M to $503MMar 20, 2023 to Apr 27, 2023
- RAUM · $303M to $503MMar 20, 2023 to Apr 27, 2023
- BD registered reps · 1 to 0Jul 5, 2022 to Mar 20, 2023
- Discretionary RAUM · $412M to $303MJul 5, 2022 to Mar 20, 2023
- Pooled vehicle RAUM · $412M to $303MJul 5, 2022 to Mar 20, 2023
- RAUM · $412M to $303MJul 5, 2022 to Mar 20, 2023
- Private funds · 8 to 4Jun 28, 2022 to Jul 5, 2022
Signals
3 dated events
- C•• F••• M••••••• L•• reported RAUM $503.1M, up 66% from $302.8M (2023-03-20 to 2023-04-27)Apr 27, 2023 · RAUM change · derived
- C•• F••• M••••••• L•• reported RAUM $302.8M, down 27% from $412.0M (2022-07-05 to 2023-03-20)Mar 20, 2023 · RAUM change · derived
- C•• F••• M••••••• L•• filed its initial SEC registration (Form ADV)Jun 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•• F••• M••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C•• F••• M••••••• L•• · Private Equityshared crd · organization
- C•• F••• M••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/crgrealestatereportedpublic record, Form ADV, Sep 18, 2026
- Website
- r••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 312-216-5624reportedpublic record, Form ADV, Apr 30, 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 M••••••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
Across the graphs
C•• F••• M••••••• L•• is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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