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••••• P•••••••
Legal name C••••• R••• E••••• P••••••• L•
Latest filing Jul 2, 2026
First filing on the tape Oct 7, 2022 · 10 filings
SEC status approved since Nov 8, 2022
RAUM
$970M
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
21
10 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
20
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$970M as of Jul 2, 2026
Mar 31, 2023$282M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 2, 2026
Mar 31, 20230 then
Employees (5.A)21 as of Jul 2, 2026
Mar 31, 202312 then
Private funds20 as of Jul 2, 2026
Mar 31, 20235 then
RAUM +18% over the last fiscal year+51% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 2, 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
- $46.2MderivedRAUM 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
- +3.8%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
- $970M, 21 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$970M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 21reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $970M for 21 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
13 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C••• M••••• J• 1• L• | Real Estate Fund | $150M | 1 | Oct 7, 2022 |
| C••••• O• L••••• L•• | Real Estate Fund | $130M | 3 | Mar 31, 2023 |
| C••••• C••••••••• R••• E••••• F•••• L• | Real Estate Fund | $77.5M | 3 | Mar 28, 2024 |
| C••••• C••••••••• R••• E••••• F••• O••••••• | Real Estate Fund | $45.5M | 10 | Mar 28, 2024 |
| C••• C••• 3•••• P••••••••• L•• | Real Estate Fund | $34.6M | 1 | Mar 28, 2024 |
| 4•••• I••••••• J• L• | Real Estate Fund | $32.3M | 3 | Oct 7, 2022 |
| C••••• L•• S•• | Real Estate Fund | $20.0M | 1 | Mar 28, 2024 |
| C••••• L••••••• S•• | Real Estate Fund | $15.0M | 1 | Mar 28, 2024 |
| C••• C••• S•• P••••••••• L•• | Real Estate Fund | $14.0M | 1 | Oct 7, 2022 |
| C••• C••• 4•••• P••••••••• L•• | Real Estate Fund | $12.5M | 1 | Oct 7, 2022 |
| C••••• F• G• | Real Estate Fund | $2.0M | 3 | Mar 28, 2024 |
| C••••• F• G•• | Real Estate Fund | $1.6M | 4 | Mar 28, 2024 |
| C••••• C••••••••• R••• E••••• F••• O••••••• F••••• L•• | Real Estate Fund | $0 | 11 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- L•••• R•••••• P••••• · Chief Compliance Officercontrolsince 08/2023 · owns less than 5%
- M••••••••• J•••••• L••• · Limited Partnercontrolsince 08/2022 · owns 50% to 75%
- T••••••••• A••••••• B•••• · Limited Partnercontrolsince 08/2022 · owns 50% to 75%
- M••••••••• J•••••• L••• · Membercontrolsince 08/2022 · owns 75% or more of C•••• F•••••• L••
- T••••••••• A••••••• B•••• · Membercontrolsince 08/2022 · owns 75% or more of T• F•••••• L••
Entity owners
- C••••• R••• E••••• P••••••• G• L•• · General Partnerdirect · owns less than 5%
- C•••• F•••••• L•• · M••••••indirect · owns 50% to 75% of C••••• R••• E••••• P••••••• H••••••• L••
- C••••• R••• E••••• P••••••• H••••••• L•• · M••••••indirect · owns 75% or more of C••••• R••• E••••• P••••••• G• L••
- T• F•••••• L•• · M••••••indirect · owns 50% to 75% of C••••• R••• E••••• P••••••• H••••••• L••
Related persons
Schedule D 7.A
- C••• L• I••••••• S•• 1• G• L••pooled vehicle sponsory
- C••• M••••• J• 1• G• L••pooled vehicle sponsory
- C••••• C••••••••• R••• E••••• F••• G•• L••pooled vehicle sponsory
- C••••• C•• L•• I••••••• S•• 1• G• L••pooled vehicle sponsory
- C••••• F• G• M•••••• L••pooled vehicle sponsory
- C••••• O• H•••••••pooled vehicle sponsory
- C••• C••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
- Boca Raton, FL2 employees
What changed
consecutive filings, newest first
- Assets in custody · $850M to $970MApr 1, 2026 to May 2, 2026
- Private funds · 19 to 20Apr 1, 2026 to May 2, 2026
- Discretionary RAUM · $850M to $970MApr 1, 2026 to May 2, 2026
- Pooled vehicle RAUM · $850M to $970MApr 1, 2026 to May 2, 2026
- RAUM · $850M to $970MApr 1, 2026 to May 2, 2026
- Accounts · 18 to 21Nov 4, 2025 to Apr 1, 2026
- Pooled vehicle clients · 18 to 21Nov 4, 2025 to Apr 1, 2026
- Assets in custody · $819M to $850MNov 4, 2025 to Apr 1, 2026
- Employees · 17 to 21Nov 4, 2025 to Apr 1, 2026
- Private funds · 18 to 19Nov 4, 2025 to Apr 1, 2026
- Discretionary RAUM · $819M to $850MNov 4, 2025 to Apr 1, 2026
- Pooled vehicle RAUM · $819M to $850MNov 4, 2025 to Apr 1, 2026
- RAUM · $819M to $850MNov 4, 2025 to Apr 1, 2026
- Accounts · 15 to 18Mar 31, 2025 to Nov 4, 2025
- Pooled vehicle clients · 19 to 18Mar 31, 2025 to Nov 4, 2025
- Financial planning clients · 0 to 0Mar 31, 2025 to Nov 4, 2025
- Accounts · 13 to 15Mar 29, 2024 to Mar 31, 2025
- Advisory employees · 8 to 10Mar 29, 2024 to Mar 31, 2025
- Pooled vehicle clients · 13 to 19Mar 29, 2024 to Mar 31, 2025
- Assets in custody · $484M to $819MMar 29, 2024 to Mar 31, 2025
- Employees · 12 to 17Mar 29, 2024 to Mar 31, 2025
- Private funds · 13 to 18Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $484M to $819MMar 29, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $484M to $819MMar 29, 2024 to Mar 31, 2025
- RAUM · $484M to $819MMar 29, 2024 to Mar 31, 2025
- Accounts · 6 to 13Aug 2, 2023 to Mar 28, 2024
- Advisory employees · 9 to 8Aug 2, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 13Aug 2, 2023 to Mar 28, 2024
- Assets in custody · $282M to $484MAug 2, 2023 to Mar 28, 2024
- Private funds · 5 to 13Aug 2, 2023 to Mar 28, 2024
- Discretionary RAUM · $282M to $484MAug 2, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $282M to $484MAug 2, 2023 to Mar 28, 2024
- RAUM · $282M to $484MAug 2, 2023 to Mar 28, 2024
- Accounts · 4 to 6Oct 7, 2022 to Mar 31, 2023
- Advisory employees · 7 to 9Oct 7, 2022 to Mar 31, 2023
- Pooled vehicle clients · 4 to 6Oct 7, 2022 to Mar 31, 2023
- Assets in custody · $181M to $282MOct 7, 2022 to Mar 31, 2023
- Employees · 10 to 12Oct 7, 2022 to Mar 31, 2023
- Private funds · 4 to 5Oct 7, 2022 to Mar 31, 2023
- Discretionary RAUM · $181M to $282MOct 7, 2022 to Mar 31, 2023
Signals
5 dated events
- C••••• R••• E••••• P••••••• reported RAUM $819.1M, up 69% from $483.9M (2024-03-29 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C••••• R••• E••••• P••••••• reported RAUM $483.9M, up 72% from $281.6M (2023-08-02 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Powers Robert Lord (Chief Compliance Officer) appeared on Schedule A of C••••• R••• E••••• P•••••••Aug 2, 2023 · Control person joined · fact
- C••••• R••• E••••• P••••••• reported RAUM $281.6M, up 55% from $181.1M (2022-10-07 to 2023-03-31)Mar 31, 2023 · RAUM change · derived
- C••••• R••• E••••• P••••••• filed its initial SEC registration (Form ADV)Oct 7, 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
- Firm profile
- linkedin.com/company/cirrus-real-estate-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- C•••••REP.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 212-385-4040reportedpublic record, Form ADV, Jul 2, 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••••• 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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