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•••••• M••••••••• L••
Latest filing Aug 4, 2026
First filing on the tape Apr 1, 2022 · 14 filings
SEC status approved since May 3, 2022
RAUM
$3.7B
reported, Item 5.F
Discretionary
50%
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
13
12 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
14 filings and snapshots on the tape
RAUM$3.7B as of Aug 4, 2026
Mar 13, 2023$1.3B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 4, 2026
Mar 13, 20230 then
Employees (5.A)13 as of Aug 4, 2026
Mar 13, 20238 then
Private funds3 as of Aug 4, 2026
Mar 13, 20232 then
RAUM +11% over the last fiscal year+41% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 4, 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
- $937MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 50%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
- +11%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.9B100%
- 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
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.5 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
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•• C•••••• P••••••• F•••• L• | Private Equity Fund | $596M | 80 | Jun 20, 2022 |
| C•• C•••••• C••••••••• L• | Private Equity Fund | $54.8M | 1 | Mar 13, 2023 |
Owners and control persons
Schedule A and B, latest filing
- K••• C••••• D• · Managing Member And Chief Compliance Officercontrolsince 03/2022 · owns 25% to 50%
- W••• W•••••• C••••••••• · Managing Membercontrolsince 03/2022 · owns 50% to 75%
Related persons
Schedule D 7.A
- C•• C•••••• P•••••••• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 4Jun 30, 2025 to Mar 30, 2026
- Advisory employees · 10 to 12Jun 30, 2025 to Mar 30, 2026
- Employees · 11 to 13Jun 30, 2025 to Mar 30, 2026
- Discretionary RAUM · $1.6B to $1.9BJun 30, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $1.8B to $1.9BJun 30, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.9BJun 30, 2025 to Mar 30, 2026
- RAUM · $3.4B to $3.7BJun 30, 2025 to Mar 30, 2026
- Financial planning clients · unset to Feb 10, 2025 to Jun 30, 2025
- Accounts · 6 to 7Jun 10, 2024 to Feb 10, 2025
- Advisory employees · 9 to 10Jun 10, 2024 to Feb 10, 2025
- Pooled vehicle clients · 2 to 3Jun 10, 2024 to Feb 10, 2025
- Employees · 10 to 11Jun 10, 2024 to Feb 10, 2025
- Private funds · 2 to 3Jun 10, 2024 to Feb 10, 2025
- Discretionary RAUM · $651M to $1.6BJun 10, 2024 to Feb 10, 2025
- Non-discretionary RAUM · $1.6B to $1.8BJun 10, 2024 to Feb 10, 2025
- Pooled vehicle RAUM · $651M to $1.6BJun 10, 2024 to Feb 10, 2025
- RAUM · $2.3B to $3.4BJun 10, 2024 to Feb 10, 2025
- Advisory employees · 8 to 9Apr 28, 2023 to Feb 23, 2024
- Employees · 8 to 10Apr 28, 2023 to Feb 23, 2024
- Discretionary RAUM · $544M to $651MApr 28, 2023 to Feb 23, 2024
- Non-discretionary RAUM · $796M to $1.6BApr 28, 2023 to Feb 23, 2024
- Pooled vehicle RAUM · $544M to $651MApr 28, 2023 to Feb 23, 2024
- RAUM · $1.3B to $2.3BApr 28, 2023 to Feb 23, 2024
- Accounts · 5 to 6Feb 3, 2023 to Mar 13, 2023
- Pooled vehicle clients · 1 to 2Feb 3, 2023 to Mar 13, 2023
- Private funds · 1 to 2Feb 3, 2023 to Mar 13, 2023
- Discretionary RAUM · $523M to $544MFeb 3, 2023 to Mar 13, 2023
- Non-discretionary RAUM · $1.0B to $796MFeb 3, 2023 to Mar 13, 2023
- Pooled vehicle RAUM · $523M to $544MFeb 3, 2023 to Mar 13, 2023
- RAUM · $1.5B to $1.3BFeb 3, 2023 to Mar 13, 2023
- Accounts · unset to 5.0Apr 1, 2022 to Jun 20, 2022
- Business name · C•• C•••••• P••••••• L•• to C•• C•••••• M••••••••• L••Apr 1, 2022 to Jun 20, 2022
- Pooled vehicle clients · unset to 1.0Apr 1, 2022 to Jun 20, 2022
- Legal name · C•• C•••••• P••••••• L•• to C•• C•••••• M••••••••• L••Apr 1, 2022 to Jun 20, 2022
- Private funds · unset to 1Apr 1, 2022 to Jun 20, 2022
- Discretionary RAUM · unset to 523000000.0Apr 1, 2022 to Jun 20, 2022
- Non-discretionary RAUM · unset to 1000000000.0Apr 1, 2022 to Jun 20, 2022
- Pooled vehicle RAUM · unset to 523000000.0Apr 1, 2022 to Jun 20, 2022
- RAUM · unset to 1523000000.0Apr 1, 2022 to Jun 20, 2022
Signals
3 dated events
- C•• C•••••• M••••••••• L•• reported RAUM $3.4B, up 47% from $2.3B (2024-06-10 to 2025-02-10)Feb 10, 2025 · RAUM change · derived
- C•• C•••••• M••••••••• L•• reported RAUM $2.3B, up 71% from $1.3B (2023-04-28 to 2024-02-23)Feb 23, 2024 · RAUM change · derived
- C•• C•••••• P••••••• L•• filed its initial SEC registration (Form ADV)Apr 1, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•• C•••••• M••••••••• L•• · Family Officesshared crd · office
- C•• C•••••• M••••••••• L•• · Independent Sponsorsshared crd · capital_provider
- C•• C•••••• M••••••••• L•• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/cft-capital-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 3109808840reportedpublic record, Form ADV, Aug 4, 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
- Other adviserderiveda 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