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•••••• P•• L• P•
Latest filing Mar 31, 2026
First filing on the tape May 23, 2022 · 7 filings
SEC status approved since Jun 23, 2022
RAUM
$911M
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
67
24 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$911M as of Mar 31, 2026
Mar 30, 2023$676M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 30, 20230 then
Employees (5.A)67 as of Mar 31, 2026
Mar 30, 202352 then
Private funds: no history
RAUM +28% over the last fiscal year+10% a year over threeIARs 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
- $911MderivedRAUM 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
- +28%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 investment companiesreportedItem 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$911M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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=7.0derived
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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C•••••• D•••••• M•••••• · Chief Executive Officercontrolsince 03/2022 · owns 50% to 75%
- H••••• R•••••• M•••••• · Managing Partnercontrolsince 09/2024 · owns 5% to 10%
- R••••• V••••••• T••••• · Managing Partnercontrolsince 09/2024 · owns 10% to 25%
- C•••••• D•••••• M•••••• · Managing Membercontrolsince 03/2022 · owns 50% to 75% of C••••••••• C•••••• P• G•• L••
- G•••••• J•••• J••••• · Managing Membercontrolsince 03/2022 · owns 50% to 75% of C••••••••• C•••••• P• G•• L••
- C•••• S••••••• R•••••• · Chief Financial Officersince 05/2024 · owns less than 5%
- M•••••••• B••••• W• · Chief Compliance Officersince 11/2023 · owns less than 5%
Entity owners
- C••••••••• C•••••• P• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- C•• G••••• E•••• G•• L••investment adviserpooled vehicle sponsorn
- C••••••••• C•••••• C••••• P••••••• L•investment advisern
- C••••••••• C•••••• E••••• P••••••• L•investment advisernRAUM $5.3B
- I•••••••• I•• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• I• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• O••••••••• A•••• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• O••••••••• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• O••••••••• I• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• V• G•• L••investment adviserpooled vehicle sponsorn
- I•••••••• V• G•• L••investment adviserpooled vehicle sponsorn
- U••••••••• G• I•• L••investment adviserpooled vehicle sponsorn
- U••••••••• G•• L••investment adviserpooled vehicle sponsorn
Advisers that list C••••••••• C•••••• P•• L• P• as a related person
- 147248 n
Offices
Schedule D 1.F, the 25 largest
- New York, NY4 employees
What changed
consecutive filings, newest first
- Advisory employees · 26 to 24Mar 31, 2025 to Mar 31, 2026
- BD registered reps · 9 to 7Mar 31, 2025 to Mar 31, 2026
- Employees · 72 to 67Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $710M to $911MMar 31, 2025 to Mar 31, 2026
- RAUM · $710M to $911MMar 31, 2025 to Mar 31, 2026
- BD registered reps · 5 to 9Nov 4, 2024 to Mar 31, 2025
- Employees · 62 to 72Nov 4, 2024 to Mar 31, 2025
- Financial planning clients · unset to Nov 4, 2024 to Mar 31, 2025
- Discretionary RAUM · $672M to $710MNov 4, 2024 to Mar 31, 2025
- RAUM · $672M to $710MNov 4, 2024 to Mar 31, 2025
- Advisory employees · 23 to 26Nov 16, 2023 to Mar 25, 2024
- BD registered reps · 2 to 5Nov 16, 2023 to Mar 25, 2024
- Employees · 52 to 62Nov 16, 2023 to Mar 25, 2024
- Discretionary RAUM · $676M to $672MNov 16, 2023 to Mar 25, 2024
- RAUM · $676M to $672MNov 16, 2023 to Mar 25, 2024
- Accounts · 0 to 1May 23, 2022 to Mar 30, 2023
- Advisory employees · 20 to 23May 23, 2022 to Mar 30, 2023
- BD registered reps · 0 to 2May 23, 2022 to Mar 30, 2023
- Employees · 44 to 52May 23, 2022 to Mar 30, 2023
- Discretionary RAUM · $0 to $676MMay 23, 2022 to Mar 30, 2023
- RAUM · $0 to $676MMay 23, 2022 to Mar 30, 2023
Signals
4 dated events
- C••••••••• C•••••• P•• L• P• reported RAUM $910.8M, up 28% from $709.7M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Tupasi Vicente Ramos (Managing Partner) appeared on Schedule A of C••••••••• C•••••• P•• L• P•Nov 4, 2024 · Control person joined · fact
- Malcolm Robert Hatch (Managing Partner) appeared on Schedule A of C••••••••• C•••••• P•• L• P•Nov 4, 2024 · Control person joined · fact
- C••••••••• C•••••• P•• L• P• filed its initial SEC registration (Form ADV)May 23, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- concp.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 978-749-9600reportedpublic 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