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SEC-registered adviser

C•••••••• R••••• P•••••••

ASSET M••••••Austin, TexasCRD 315665SEC 801-126234website IAPD

Legal name C•••••••• F••• I• M••••••• L••

Latest filing Mar 30, 2026

First filing on the tape Jun 28, 2022 · 8 filings

SEC status approved since Jul 27, 2022

RAUM

$206M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

11 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

8 filings and snapshots on the tape

RAUM$206M as of Mar 30, 2026

Mar 31, 2023$306M then

HNW client RAUM: no history

State-registered IARs (5.B.3)0 as of Mar 30, 2026

Mar 31, 20231 then

Employees (5.A)15 as of Mar 30, 2026

Mar 31, 2023100 then

Private funds4 as of Mar 30, 2026

Mar 31, 20234 then

RAUM -22% over the last fiscal year-12% a year over threeIARs 0 to 0

Practice profile

derived from the filing of Mar 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: $51.6MderivedRAUM 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: -22%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: $206M, 4 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)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Pooled investment vehicles$206M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 4reported
Financial planning clients: reported
Wrap fee programs: noreported
Custody of client assets: $206M for 4 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

Every departure Every arrival

Private funds

4 reported on Schedule D 7.B.(1)

Fund	Type	Gross assets	Owners	First reported
S•••• P••••••• I• L•	Real Estate Fund	$229M	16	Mar 31, 2022
S•••• P••••••• I•• L•	Real Estate Fund	$21.8M	1	Mar 31, 2022
C•••••••• S••••• I••••• M••••••••• A••••• Q• F••• I• L•	Real Estate Fund	$12.7M	22	Mar 31, 2022
C•••••••• S••••• I••••• M••••••••• A••••• F••• I• L•	Real Estate Fund	$1.3M	7	Mar 31, 2022

Owners and control persons

Schedule A and B, latest filing

M••••••• J•••• A• · Cco, Partnercontrol
since 04/2007 · owns less than 5%
M••••••• J•••• A• · Partnercontrol
since 04/2007 · owns 50% to 75% of C•••••••• P••••••• P••
M••••••• R•••••• B• · Partnercontrol
since 04/2007 · owns 50% to 75% of C•••••••• P••••••• P••

Entity owners

C•••••••• P••••••• P•• · Sole Member
direct · owns 75% or more

Related persons

Schedule D 7.A

C•••••••• R••••• P•••••••
investment adviserpooled vehicle sponsoryRAUM $206M
C•••••••• S•••• F••• I• G•• L••
pooled vehicle sponsory

Advisers that list C•••••••• R••••• P••••••• as a related person

315665 y

Offices

Schedule D 1.F, the 25 largest

San Diego, CA1 employees

What changed

consecutive filings, newest first

Advisory employees · 7 to 11
Mar 30, 2025 to Mar 30, 2026
Assets in custody · $264M to $206M
Mar 30, 2025 to Mar 30, 2026
Employees · 17 to 15
Mar 30, 2025 to Mar 30, 2026
Discretionary RAUM · $264M to $206M
Mar 30, 2025 to Mar 30, 2026
Pooled vehicle RAUM · $264M to $206M
Mar 30, 2025 to Mar 30, 2026
RAUM · $264M to $206M
Mar 30, 2025 to Mar 30, 2026
Assets in custody · $265M to $264M
Mar 29, 2024 to Mar 30, 2025
Employees · 76 to 17
Mar 29, 2024 to Mar 30, 2025
Financial planning clients · unset to
Mar 29, 2024 to Mar 30, 2025
Discretionary RAUM · $265M to $264M
Mar 29, 2024 to Mar 30, 2025
Pooled vehicle RAUM · $265M to $264M
Mar 29, 2024 to Mar 30, 2025
RAUM · $265M to $264M
Mar 29, 2024 to Mar 30, 2025
Assets in custody · $306M to $265M
Mar 31, 2023 to Mar 29, 2024
Employees · 100 to 76
Mar 31, 2023 to Mar 29, 2024
State-registered IARs · 1 to 0
Mar 31, 2023 to Mar 29, 2024
Other offices · 0 to 1
Mar 31, 2023 to Mar 29, 2024
Discretionary RAUM · $306M to $265M
Mar 31, 2023 to Mar 29, 2024
Pooled vehicle RAUM · $306M to $265M
Mar 31, 2023 to Mar 29, 2024
RAUM · $306M to $265M
Mar 31, 2023 to Mar 29, 2024
Related adviser · false to true
Mar 31, 2023 to Mar 29, 2024
State-registered IARs · 0 to 1
Jan 30, 2023 to Mar 31, 2023
Private funds · 8 to 4
Jun 28, 2022 to Sep 26, 2022

Signals

1 dated events

C•••••••• R••••• P••••••• filed its initial SEC registration (Form ADV)
Jun 28, 2022 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

C•••••••• R••••• P••••••• · Venture Capital
shared crd · organization

How to reach

public business contact points only, each with its source

Website: c•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: 619-955-7665reportedpublic record, Form ADV, Mar 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•••••••• R••••• P••••••• 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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