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•• V•••••• C••••••• I•••
Latest filing Mar 30, 2026
First filing on the tape Dec 17, 2021 · 11 filings
SEC status approved since Jan 19, 2022
RAUM
$405M
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
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
31
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$405M as of Mar 30, 2026
Mar 31, 2023$335M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 31, 20230 then
Employees (5.A)7 as of Mar 30, 2026
Mar 31, 20235 then
Private funds31 as of Mar 30, 2026
Mar 31, 202331 then
RAUM -0.5% over the last fiscal year+6.5% 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
- $13.1MderivedRAUM 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
- -0.5%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $1.9M, 31 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$405M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 31reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.9M for 31 clientsreported
- Compensation
- fixed, 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
37 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• G• S•• 2• L•• | Venture Capital Fund | $54.0M | 13 | Dec 17, 2021 |
| C•• V•••••• C•••••• F••• I•• A• L• | Venture Capital Fund | $41.4M | 118 | Mar 31, 2023 |
| A••••• A••••• N•••••• S••• S•••• F••• O••• L• | Venture Capital Fund | $40.1M | 62 | Dec 17, 2021 |
| C•• V•••••• C•••••• F••• I• L•••••• P••••••••• | Venture Capital Fund | $38.9M | 85 | Dec 17, 2021 |
| K••••• I• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $34.5M | 126 | May 16, 2022 |
| F••••• 5•• L••no longer reported | Venture Capital Fund | $28.4M | 243 | Dec 17, 2021 |
| C•• G• S•• 3• L•• | Venture Capital Fund | $21.6M | 362 | Dec 17, 2021 |
| C•• A••••• C• L•• | Venture Capital Fund | $18.1M | 101 | Dec 17, 2021 |
| K••••• I••• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $14.3M | 1 | May 16, 2022 |
| C•• A••••• B• L•• | Venture Capital Fund | $13.8M | 109 | Dec 17, 2021 |
| S••• 7•• L•• | Venture Capital Fund | $13.2M | 87 | Mar 31, 2023 |
| S••• 7•• L•• | Venture Capital Fund | $13.2M | 91 | Mar 31, 2023 |
| K••••• I•• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $12.0M | 109 | May 16, 2022 |
| S••• 6•• L••no longer reported | Venture Capital Fund | $11.7M | 94 | Dec 17, 2021 |
| A•• A•••••• L•• | Venture Capital Fund | $10.2M | 62 | Dec 17, 2021 |
| C•• G• S•• 1• L•• | Venture Capital Fund | $9.3M | 96 | Dec 17, 2021 |
| R••••••••• L••no longer reported | Venture Capital Fund | $6.4M | 16 | Dec 17, 2021 |
| C••••••• 1• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $6.0M | 126 | May 16, 2022 |
| T•••• S•••• I• | Venture Capital Fund | $5.7M | 48 | Mar 28, 2024 |
| S••• 7•• L•• | Venture Capital Fund | $5.5M | 50 | Mar 28, 2024 |
| A••••• A••••• N•••••• H••••••• L••no longer reported | Venture Capital Fund | $4.2M | 29 | Dec 17, 2021 |
| M••••• 6•• L•• | Venture Capital Fund | $4.1M | 18 | Dec 17, 2021 |
| C•• G••• M•••••••• L•• | Venture Capital Fund | $3.7M | 109 | Dec 17, 2021 |
| S•••••• V• A• S••••• O• R••••••••• L•• | Venture Capital Fund | $2.8M | 7 | May 16, 2022 |
| S••••• 8•• L•• | Venture Capital Fund | $2.0M | 2 | Mar 28, 2024 |
| P•••••••• 1• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $1.8M | 42 | May 16, 2022 |
| S•••••• I• A• S••••• O• R••••••••• L•• | Venture Capital Fund | $1.6M | 97 | May 16, 2022 |
| P•••••• 1• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $1.1M | 2 | May 16, 2022 |
| P•••••••• 2• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $1.1M | 133 | May 16, 2022 |
| C•• V•••••• C•••••• F••• I•• L• | Venture Capital Fund | $1.1M | 3 | Mar 31, 2023 |
| S•••••• I••• A• S••••• O• R••••••••• L•• | Venture Capital Fund | $1.0M | 98 | May 16, 2022 |
| C•• A••••• D• L•• | Venture Capital Fund | $1.0M | 5 | Dec 17, 2021 |
| K••••••• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $937,602 | 36 | May 16, 2022 |
| P•••••• 2• A• S••••• O• F••••• 5•• L•• | Venture Capital Fund | $739,807 | 42 | May 16, 2022 |
| S•••••• I•• A• S••••• O• R••••••••• L•• | Venture Capital Fund | $675,068 | 4 | May 16, 2022 |
| C•• D••••••• A•••• L•• | Venture Capital Fund | $493,880 | 85 | Dec 17, 2021 |
| S•••••• I•• A• S••••• O• R••••••••• L•• | Venture Capital Fund | $303,388 | 1 | May 16, 2022 |
Owners and control persons
Schedule A and B, latest filing
- M••••••• P••••• · President / Chief Compliance Officercontrolsince 06/2021 · owns 75% or more
Related persons
Schedule D 7.A
- A••••• A••••• N•••••• S••• F••• G•••••• P••••••• L••pooled vehicle sponsorn
- C•• V•••••• C•••••• F••• I• G•••••• P••••••• L••pooled vehicle sponsorn
- S••• 6•• M• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
- Victora Island; Lagos, Nigeria1 employees
What changed
consecutive filings, newest first
- Advisory employees · 4 to 5Jun 24, 2025 to Mar 30, 2026
- Assets in custody · $2.8M to $1.9MJun 24, 2025 to Mar 30, 2026
- Employees · 8 to 7Jun 24, 2025 to Mar 30, 2026
- Discretionary RAUM · $406M to $405MJun 24, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $406M to $405MJun 24, 2025 to Mar 30, 2026
- RAUM · $406M to $405MJun 24, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jun 24, 2025
- HQ city · FRANKLIN LAKES to MAHWAHMar 31, 2025 to Jun 24, 2025
- Accounts · 33 to 31Sep 23, 2024 to Mar 31, 2025
- Advisory employees · 5 to 4Sep 23, 2024 to Mar 31, 2025
- Pooled vehicle clients · 33 to 31Sep 23, 2024 to Mar 31, 2025
- Assets in custody · $368M to $2.8MSep 23, 2024 to Mar 31, 2025
- Employees · 9 to 8Sep 23, 2024 to Mar 31, 2025
- Private funds · 33 to 31Sep 23, 2024 to Mar 31, 2025
- Discretionary RAUM · $368M to $406MSep 23, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $368M to $406MSep 23, 2024 to Mar 31, 2025
- RAUM · $368M to $406MSep 23, 2024 to Mar 31, 2025
- Accounts · 29 to 33Mar 31, 2023 to Mar 28, 2024
- Advisory employees · 2 to 5Mar 31, 2023 to Mar 28, 2024
- Pooled vehicle clients · 29 to 33Mar 31, 2023 to Mar 28, 2024
- Assets in custody · $335M to $368MMar 31, 2023 to Mar 28, 2024
- Employees · 5 to 9Mar 31, 2023 to Mar 28, 2024
- HQ city · MAHWAH to FRANKLIN LAKESMar 31, 2023 to Mar 28, 2024
- Other offices · 0 to 1Mar 31, 2023 to Mar 28, 2024
- Private funds · 31 to 33Mar 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $335M to $368MMar 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $335M to $368MMar 31, 2023 to Mar 28, 2024
- RAUM · $335M to $368MMar 31, 2023 to Mar 28, 2024
- Accounts · 27 to 29Nov 9, 2022 to Mar 31, 2023
- Pooled vehicle clients · 27 to 29Nov 9, 2022 to Mar 31, 2023
- Assets in custody · $153M to $335MNov 9, 2022 to Mar 31, 2023
- Private funds · 27 to 31Nov 9, 2022 to Mar 31, 2023
- Discretionary RAUM · $153M to $335MNov 9, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $153M to $335MNov 9, 2022 to Mar 31, 2023
- RAUM · $153M to $335MNov 9, 2022 to Mar 31, 2023
- Accounts · 16 to 27May 16, 2022 to Sep 1, 2022
- Pooled vehicle clients · 16 to 27May 16, 2022 to Sep 1, 2022
- Private funds · 28 to 27May 16, 2022 to Sep 1, 2022
- Private funds · 16 to 28Dec 17, 2021 to May 16, 2022
Signals
2 dated events
- C•• V•••••• C••••••• I••• reported RAUM $334.9M, up 119% from $152.6M (2022-11-09 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- C•• V•••••• C••••••• I••• filed its initial SEC registration (Form ADV)Dec 17, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•• V•••••• C••••••• I••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cre-venture-capitalreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cre.vcreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 917 583 4687reportedpublic 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 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