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
5•• C•••••• P•••••••
Legal name 5•• C•••••• P••••••• L•
Latest filing Jul 30, 2026
First filing on the tape Jun 28, 2024 · 4 filings
SEC status approved since Jul 30, 2024
RAUM
$521M
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
14
14 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
5
reported on Schedule D
History
4 filings and snapshots on the tape
RAUM$521M as of Jul 30, 2026
Mar 31, 2025$398M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 30, 2026
Mar 31, 20250 then
Employees (5.A)14 as of Jul 30, 2026
Mar 31, 202512 then
Private funds5 as of Jul 30, 2026
Mar 31, 20254 then
RAUM +31% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jul 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
- $104MderivedRAUM 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
- +31%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-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $75.2M, 1 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$521M100%
- 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
- $75.2M for 1 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| 5•• C•••••• P••••••• F••• I• L• | Private Equity Fund | $168M | 72 | May 5, 2021 |
| 5•• C•••••• P••••••• F••• I• L• | Private Equity Fund | $64.2M | 21 | Jun 28, 2024 |
| 5•• C•••••• P••••••• F••• I••• L• | Private Equity Fund | $6.7M | 2 | Jun 28, 2024 |
| 5•• C•••••• P••••••• F••• I•• L• | Private Equity Fund | $2.9M | 22 | Mar 30, 2022 |
Owners and control persons
Schedule A and B, latest filing
- A••••• E•••••••• J••••• · Chief Compliance Officer, Chief Financial Officercontrolsince 06/2024 · owns less than 5%
- H••••••• B••••• E••••• · Co-Founder, Managing Partner; Limited Partnercontrolsince 12/2020 · owns 25% to 50%
- T••••••• M••••••• D••••• · Co-Founder, Managing Partner; Limited Partnercontrolsince 12/2020 · owns 50% to 75%
- H••••••• B••••• E••••• · Managing Membercontrolsince 01/2021 · owns 50% to 75% of 5•• C•••••• P••••••• F••• I• U•• L••
- T••••••• M••••••• D••••• · Managing Membercontrolsince 01/2021 · owns 50% to 75% of 5•• C•••••• P••••••• F••• I• U•• L••
Entity owners
- 5•• C•••••• P••••••• F••• I• U•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- 5•• C•••••• P••••••• F••• I• G• L•pooled vehicle sponsorn
- 5•• C•••••• P••••••• 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
- Accounts · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 12 to 14Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $0 to $75.2MMar 31, 2025 to Mar 31, 2026
- Employees · 12 to 14Mar 31, 2025 to Mar 31, 2026
- Private funds · 4 to 5Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $398M to $521MMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $398M to $521MMar 31, 2025 to Mar 31, 2026
- RAUM · $398M to $521MMar 31, 2025 to Mar 31, 2026
- Advisory employees · 11 to 12Jun 28, 2024 to Mar 31, 2025
- Employees · 11 to 12Jun 28, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 28, 2024 to Mar 31, 2025
- Private funds · 8 to 4Jun 28, 2024 to Mar 31, 2025
- Discretionary RAUM · $242M to $398MJun 28, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $242M to $398MJun 28, 2024 to Mar 31, 2025
- RAUM · $242M to $398MJun 28, 2024 to Mar 31, 2025
Signals
3 dated events
- 5•• C•••••• P••••••• reported RAUM $521.2M, up 31% from $397.9M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- 5•• C•••••• P••••••• reported RAUM $397.9M, up 65% from $241.7M (2024-06-28 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- 5•• C•••••• P••••••• filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- 5•• C•••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- 5•• C•••••• P••••••• · Private Equityshared crd · organization
- 5•• C•••••• P••••••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- 5cpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 312-242-0071reportedpublic record, Form ADV, Jul 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 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