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 Jun 29, 2026
First filing on the tape Mar 31, 2022 · 12 filings
SEC status approved since May 3, 2022
RAUM
$766M
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
18
8 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
9
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$766M as of Jun 29, 2026
Mar 31, 2023$830M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 29, 2026
Mar 31, 20230 then
Employees (5.A)18 as of Jun 29, 2026
Mar 31, 202329 then
Private funds9 as of Jun 29, 2026
Mar 31, 202310 then
RAUM -26% over the last fiscal year-2.6% a year over threeIARs 0 to 0offices 1 to 2
Practice profile
derived from the filing of Jun 29, 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
- $38.3MderivedRAUM 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
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -10%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
- $766M, 20 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)
- 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$766M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 20reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $766M for 20 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=true 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
11 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••••• V••••••• I• L• | Venture Capital Fund | $293M | 325 | Mar 31, 2023 |
| C••••••• L• | Hedge Fund | $167M | 18 | Mar 12, 2021 |
| C••••••• S••• I• L• | Venture Capital Fund | $139M | 107 | Mar 31, 2023 |
| C••••••• L••••• O••••••••• L• | Hedge Fund | $130M | 310 | Mar 12, 2021 |
| C••••••• V••••••• L•••• P•••••••• | Venture Capital Fund | $80.4M | 65 | Mar 31, 2022 |
| C••••••• V••••••• L••••••••• O••••••• P•••••••• | Venture Capital Fund | $55.1M | 20 | Mar 31, 2022 |
| C••••••• V••••••• L••••••••• O•••••• P•••••••• | Venture Capital Fund | $32.1M | 58 | Mar 31, 2022 |
| C••••• A• S••••• O• C• G••••• I••••••••• L••no longer reported | Venture Capital Fund | $16.1M | 29 | Mar 31, 2022 |
| C••••••• L•• | Venture Capital Fund | $7.6M | 9 | Mar 31, 2022 |
| C• M••••••••• H•••••••• A• S••••• O• C• G••••• I••••••••• L•• | Venture Capital Fund | $1.5M | 9 | Mar 31, 2022 |
| C• T••• A• S••••• O• C• G••••• I••••••••• L•• | Venture Capital Fund | $100,006 | 13 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• Y•••• · Managing Directorcontrolsince 05/2018 · owns 25% to 50%
- E••••••• S••••••• E• · Chief Compliance Officer & General Counselcontrolsince 01/2022 · owns less than 5%
- F••••• A••••••••• J••• · Managing Directorcontrolsince 05/2018 · owns 25% to 50%
- G••••• S•••• M•••••• · Managing Directorcontrolsince 01/2020 · owns 25% to 50%
- P••••••• C••••••••• R••••• · Managing Directorcontrolsince 10/2021 · owns less than 5%
- Q••••••• A•••• · Chief Financial Officercontrolsince 03/2021 · owns less than 5%
- P•••••• D••••• B•••• · Managing Directorsince 10/2021 · owns less than 5%
Related persons
Schedule D 7.A
- C••••••• G• L••investment adviserbankpooled vehicle sponsorn
- C••••••• H••••••• L•investment adviserpooled vehicle sponsorn
- C••••••• L••••• O••••••••• G• L••investment adviserbankpooled vehicle sponsorn
- C••••••• S••• I• G• L••investment adviserpooled vehicle sponsorn
- C••••••• V••••••• G• L••investment adviserpooled vehicle sponsorn
- C••••••• V••••••• I• G• L••investment adviserpooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Boston, MA2 employees
What changed
consecutive filings, newest first
- Accounts · 28 to 20Mar 27, 2026 to Jun 29, 2026
- Advisory employees · 15 to 8Mar 27, 2026 to Jun 29, 2026
- Pooled vehicle clients · 28 to 20Mar 27, 2026 to Jun 29, 2026
- Assets in custody · $932M to $766MMar 27, 2026 to Jun 29, 2026
- Employees · 30 to 18Mar 27, 2026 to Jun 29, 2026
- Other offices · 1 to 2Mar 27, 2026 to Jun 29, 2026
- Private funds · 15 to 9Mar 27, 2026 to Jun 29, 2026
- Discretionary RAUM · $932M to $766MMar 27, 2026 to Jun 29, 2026
- Pooled vehicle RAUM · $932M to $766MMar 27, 2026 to Jun 29, 2026
- RAUM · $932M to $766MMar 27, 2026 to Jun 29, 2026
- Accounts · 22 to 28Mar 27, 2025 to Mar 27, 2026
- Advisory employees · 17 to 15Mar 27, 2025 to Mar 27, 2026
- Pooled vehicle clients · 22 to 28Mar 27, 2025 to Mar 27, 2026
- Assets in custody · $1.0B to $932MMar 27, 2025 to Mar 27, 2026
- Employees · 33 to 30Mar 27, 2025 to Mar 27, 2026
- Private funds · 11 to 15Mar 27, 2025 to Mar 27, 2026
- Discretionary RAUM · $1.0B to $932MMar 27, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $1.0B to $932MMar 27, 2025 to Mar 27, 2026
- RAUM · $1.0B to $932MMar 27, 2025 to Mar 27, 2026
- Accounts · 21 to 22Apr 12, 2024 to Mar 27, 2025
- Advisory employees · 12 to 17Apr 12, 2024 to Mar 27, 2025
- Pooled vehicle clients · 21 to 22Apr 12, 2024 to Mar 27, 2025
- Assets in custody · $906M to $1.0BApr 12, 2024 to Mar 27, 2025
- Employees · 25 to 33Apr 12, 2024 to Mar 27, 2025
- Financial planning clients · unset to Apr 12, 2024 to Mar 27, 2025
- Private funds · 10 to 11Apr 12, 2024 to Mar 27, 2025
- Discretionary RAUM · $906M to $1.0BApr 12, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $906M to $1.0BApr 12, 2024 to Mar 27, 2025
- RAUM · $906M to $1.0BApr 12, 2024 to Mar 27, 2025
- Advisory employees · 14 to 12May 17, 2023 to Mar 27, 2024
- Assets in custody · $830M to $906MMay 17, 2023 to Mar 27, 2024
- Employees · 29 to 25May 17, 2023 to Mar 27, 2024
- Discretionary RAUM · $830M to $906MMay 17, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $830M to $906MMay 17, 2023 to Mar 27, 2024
- RAUM · $830M to $906MMay 17, 2023 to Mar 27, 2024
- Other offices · 0 to 1Apr 18, 2023 to May 17, 2023
- Accounts · 16 to 21Apr 21, 2022 to Mar 31, 2023
- Advisory employees · 11 to 14Apr 21, 2022 to Mar 31, 2023
- Pooled vehicle clients · 16 to 21Apr 21, 2022 to Mar 31, 2023
- Assets in custody · $1.3B to $830MApr 21, 2022 to Mar 31, 2023
Signals
9 dated events
- Asher Qureshi (Chief Financial Officer) appeared on Schedule A of C••••••• M••••••••• L••Mar 31, 2023 · Control person joined · fact
- C••••••• M••••••••• L•• reported RAUM $830.0M, down 34% from $1.3B (2022-04-21 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- O••• G•••••• (Managing Director) no longer on Schedule A of C••••••• M••••••••• L•• (listed 2022-04-21, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Michael S••• G•••• (Managing Director) appeared on Schedule A of C••••••• M••••••••• L••Apr 21, 2022 · Control person joined · fact
- Edward Bryan Roberts (Member) no longer on Schedule A of C••••••• M••••••••• L•• (listed 2022-03-31, absent 2022-04-18)Apr 18, 2022 · Control person left · inference
- Young Bong Koh (Member) no longer on Schedule A of C••••••• M••••••••• L•• (listed 2022-03-31, absent 2022-04-18)Apr 18, 2022 · Control person left · inference
- David Brian Ascher (Member) no longer on Schedule A of C••••••• M••••••••• L•• (listed 2022-03-31, absent 2022-04-18)Apr 18, 2022 · Control person left · inference
- S••• G•••• (Managing Member Of C••••••• L••••• O••••••••• G• L••) no longer on Schedule A of C••••••• M••••••••• L•• (listed 2022-03-31, absent 2022-04-18)Apr 18, 2022 · Control person left · inference
- C••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C••••••• M••••••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/coinfundreportedpublic record, Form ADV, Sep 19, 2026
- Website
- coinfund.ioreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 646-934-6177reportedpublic record, Form ADV, Jun 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
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026