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•••••• G••••• L••
Latest filing Mar 31, 2026
First filing on the tape Jun 30, 2023 · 6 filings
SEC status approved since Aug 14, 2023
RAUM
$160M
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
7
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$160M as of Mar 31, 2026
Mar 29, 2024$211M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20240 then
Employees (5.A)7 as of Mar 31, 2026
Mar 29, 20249 then
Private funds7 as of Mar 31, 2026
Mar 29, 20246 then
RAUM +26% over the last fiscal yearIARs 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
- $20.0MderivedRAUM 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
- +26%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
- yesreportedItem 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)
- 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$160M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 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
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• G• F••• I• L• | Real Estate Fund | $116M | 217 | Mar 31, 2021 |
| C•••••••• G• F••• I•• Q• L• | Real Estate Fund | $57.8M | 99 | Mar 29, 2024 |
| C•••••••• R•• E••••• G• F••• S••• | Real Estate Fund | $24.9M | 106 | Jun 30, 2023 |
| C•••••••• G• F••• I•• L• | Real Estate Fund | $15.8M | 94 | Mar 31, 2021 |
| C•• 8•• B••••••• L•• | Other Private Fund | $4.1M | 95 | Mar 31, 2023 |
| C•••••••• 9•• P•••••••• L•• | Other Private Fund | $2.0M | 29 | Mar 31, 2023 |
Owners and control persons
Schedule A and B, latest filing
- W•••••• C••••••••• S••••••• · Ceo, Cco, And Managing Principalcontrolsince 08/2018 · owns 75% or more
- W•••••• J••••• A•••• · Chief Underwriting Officercontrolsince 08/2018 · owns less than 5%
- T••••••• M••••••• R•• · Director Of Investor Relationssince 10/2021 · owns less than 5%
Related persons
Schedule D 7.A
- C•••••••• • R•• E••••• F••• G•••••• P•••••• S•• R•••pooled vehicle sponsorn
- C•••••••• G• F••• I•• G•• L••pooled vehicle sponsorn
- C•••••••• G• F••• I•• I•• L••pooled vehicle sponsorn
- C•••••••• G• F••• I• G•• L••pooled vehicle sponsorn
- C•••••••• G• F••• I• I•• L••pooled vehicle sponsorn
- E••••• G• F••• A••••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 8Oct 21, 2025 to Mar 31, 2026
- Pooled vehicle clients · 7 to 8Oct 21, 2025 to Mar 31, 2026
- Employees · 9 to 7Oct 21, 2025 to Mar 31, 2026
- Private funds · 6 to 7Oct 21, 2025 to Mar 31, 2026
- Discretionary RAUM · $127M to $160MOct 21, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $127M to $160MOct 21, 2025 to Mar 31, 2026
- RAUM · $127M to $160MOct 21, 2025 to Mar 31, 2026
- Financial planning clients · unset to Apr 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $211M to $127MApr 26, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $211M to $127MApr 26, 2024 to Mar 31, 2025
- RAUM · $211M to $127MApr 26, 2024 to Mar 31, 2025
- HQ city · unset to LOS ANGELESMar 29, 2024 to Apr 26, 2024
- HQ state · unset to CAMar 29, 2024 to Apr 26, 2024
- Employees · 8 to 9Jun 30, 2023 to Mar 29, 2024
- Private funds · 10 to 6Jun 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $213M to $211MJun 30, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $213M to $211MJun 30, 2023 to Mar 29, 2024
- RAUM · $213M to $211MJun 30, 2023 to Mar 29, 2024
Signals
1 dated events
- C•••••••• C•••••• G••••• L•• filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••••• C•••••• G••••• L•• · Private Equityshared crd · organization
- C•••••••• C•••••• G••••• L•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/clairmont-capital-group/aboutreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 310-560-4183reportedpublic 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
Across the graphs
C•••••••• C•••••• G••••• 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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