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••••• R••• E••••• M••••••••• L••
Latest filing Mar 19, 2026
First filing on the tape Aug 29, 2022 · 8 filings
SEC status approved since Sep 28, 2022
RAUM
$457M
reported, Item 5.F
Discretionary
61%
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
15
12 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
9
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$457M as of Mar 19, 2026
Mar 22, 2023$363M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 22, 20231 then
Employees (5.A)15 as of Mar 19, 2026
Mar 22, 202312 then
Private funds9 as of Mar 19, 2026
Mar 22, 20239 then
RAUM +3.4% over the last fiscal year+8.0% a year over threeIARs 0 to 0offices 3 to 4
Practice profile
derived from the filing of Mar 19, 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
- $50.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 61%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +3.4%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
- $382M, 9 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$457M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $382M for 9 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
9 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••••• R••• E••••• F••• I• L• | Real Estate Fund | $89.6M | 33 | Aug 29, 2022 |
| S•• I• C••••• H••••••• L• | Real Estate Fund | $70.8M | 1 | Aug 29, 2022 |
| S•••••• F••• L• | Real Estate Fund | $70.7M | 7 | Aug 29, 2022 |
| C••••• R••• E••••• F••• I• L• | Real Estate Fund | $66.9M | 13 | Aug 29, 2022 |
| C••••• R••• E••••• F••• I• S••••••••• H••••••••• L• | Real Estate Fund | $49.3M | 3 | Aug 29, 2022 |
| C••• I• F••••• L• | Real Estate Fund | $7.2M | 12 | Mar 22, 2023 |
| C••• I• A•• L• | Real Estate Fund | $6.4M | 22 | Mar 22, 2023 |
| C••••• R••• E••••• 1••• W••••• I•••••••• L• | Real Estate Fund | $3.1M | 1 | Aug 29, 2022 |
| S•• R•• H•••• I••••••• L•• | Real Estate Fund | $1.8M | 1 | Aug 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- B••••••• C••••••••• · Partnercontrolsince 12/2018 · owns 25% to 50%
- B••••••• R••••• · Partnercontrolsince 12/2018 · owns 25% to 50%
- K••••••• M•••••• · Cfocontrolsince 01/2021 · owns less than 5%
- L•••••• S••••••• · Chief Operating Officer And Chief Compliance Officercontrolsince 02/2023 · owns less than 5%
- P•••••• D•••• · Partnercontrolsince 12/2018 · owns 25% to 50%
- Y••••••• P••••••• J••• · Managing Partnercontrolsince 12/2018 · owns 25% to 50%
Related persons
Schedule D 7.A
- C••••• R••• E••••• F••• I• G• L•pooled vehicle sponsory
- C••••• R••• E••••• F••• I• G• L•pooled vehicle sponsory
- C••••• R••• E••••• S•••••• F••• G• L••pooled vehicle sponsory
- S•• I• C••••• H••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Philadephia, PA5 employees
- Chevy Chase, MD3 employees
What changed
consecutive filings, newest first
- Assets in custody · $387M to $382MMar 31, 2025 to Mar 19, 2026
- HQ city · WILMINGTON to PHILADELPHIAMar 31, 2025 to Mar 19, 2026
- HQ state · DE to PAMar 31, 2025 to Mar 19, 2026
- Other offices · 3 to 4Mar 31, 2025 to Mar 19, 2026
- Discretionary RAUM · $323M to $281MMar 31, 2025 to Mar 19, 2026
- Non-discretionary RAUM · $120M to $177MMar 31, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $442M to $457MMar 31, 2025 to Mar 19, 2026
- RAUM · $442M to $457MMar 31, 2025 to Mar 19, 2026
- Advisory employees · 10 to 12Feb 14, 2025 to Mar 31, 2025
- Assets in custody · $370M to $387MFeb 14, 2025 to Mar 31, 2025
- Employees · 14 to 15Feb 14, 2025 to Mar 31, 2025
- Financial planning clients · 0 to 0Feb 14, 2025 to Mar 31, 2025
- Discretionary RAUM · $330M to $323MFeb 14, 2025 to Mar 31, 2025
- Non-discretionary RAUM · $138M to $120MFeb 14, 2025 to Mar 31, 2025
- Pooled vehicle RAUM · $469M to $442MFeb 14, 2025 to Mar 31, 2025
- RAUM · $469M to $442MFeb 14, 2025 to Mar 31, 2025
- Employees · 15 to 14Mar 12, 2024 to Feb 14, 2025
- Other offices · 2 to 3Mar 12, 2024 to Feb 14, 2025
- Accounts · 8 to 9May 3, 2023 to Mar 12, 2024
- Advisory employees · 7 to 10May 3, 2023 to Mar 12, 2024
- Pooled vehicle clients · 8 to 9May 3, 2023 to Mar 12, 2024
- Assets in custody · $325M to $370MMay 3, 2023 to Mar 12, 2024
- Employees · 12 to 15May 3, 2023 to Mar 12, 2024
- State-registered IARs · 1 to 0May 3, 2023 to Mar 12, 2024
- Discretionary RAUM · $230M to $330MMay 3, 2023 to Mar 12, 2024
- Non-discretionary RAUM · $133M to $138MMay 3, 2023 to Mar 12, 2024
- Pooled vehicle RAUM · $363M to $469MMay 3, 2023 to Mar 12, 2024
- RAUM · $363M to $469MMay 3, 2023 to Mar 12, 2024
- Accounts · 7 to 8Feb 15, 2023 to Mar 22, 2023
- Advisory employees · 9 to 7Feb 15, 2023 to Mar 22, 2023
- Pooled vehicle clients · 7 to 8Feb 15, 2023 to Mar 22, 2023
- Assets in custody · $210M to $325MFeb 15, 2023 to Mar 22, 2023
- Employees · 13 to 12Feb 15, 2023 to Mar 22, 2023
- Financial planning clients · unset to 0Feb 15, 2023 to Mar 22, 2023
- State-registered IARs · 0 to 1Feb 15, 2023 to Mar 22, 2023
- Private funds · 7 to 9Feb 15, 2023 to Mar 22, 2023
- Discretionary RAUM · $179M to $230MFeb 15, 2023 to Mar 22, 2023
- Non-discretionary RAUM · $94.2M to $133MFeb 15, 2023 to Mar 22, 2023
- Pooled vehicle RAUM · $273M to $363MFeb 15, 2023 to Mar 22, 2023
- RAUM · $273M to $363MFeb 15, 2023 to Mar 22, 2023
Signals
3 dated events
- C••••• R••• E••••• M••••••••• L•• reported RAUM $468.8M, up 29% from $363.4M (2023-05-03 to 2024-03-12)Mar 12, 2024 · RAUM change · derived
- Jean Stacey Gillespie (Cco) no longer on Schedule A of C••••• R••• E••••• M••••••••• L•• (listed 2022-08-29, absent 2023-02-15)Feb 15, 2023 · Control person left · inference
- C••••• R••• E••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Aug 29, 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
- cortenrealestate.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 215-454-7381reportedpublic record, Form ADV, Mar 19, 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••••• R••• E••••• M••••••••• 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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