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•••••• I•••
Latest filing Aug 7, 2026
First filing on the tape Nov 17, 2022 · 10 filings
SEC status approved since Dec 19, 2022
RAUM
$3.3B
reported, Item 5.F
Discretionary
0.0%
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
20
20 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$3.3B as of Aug 7, 2026
Mar 27, 2023$3.9B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Aug 7, 2026
Mar 27, 20230 then
Employees (5.A)20 as of Aug 7, 2026
Mar 27, 202320 then
Private funds: no history
RAUM -11% over the last fiscal year-5.9% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Aug 7, 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
- $273MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%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
- otherreportedItem 5.E
- Advisory activities
- otherreportedItem 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
- 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
- Other investment advisers$3.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K•••• J••••• C••••• · President And Directorcontrolsince 07/2022 · owns less than 5%
- M••••• P••••• J•••• · Chief Compliance Officercontrolsince 10/2022 · owns less than 5%
- R••••••••• J•••• R••••• · Director, Secretary And Treasurercontrolsince 10/2023 · owns less than 5%
Entity owners
- C••••• H••••••• L•••••• · Shareholderdirect · owns 75% or more
- C••••• G•••• L•••••• · Shareholderindirect · owns 75% or more of C••••• H••••••• L••••••
- C••••• H••••••• G••••••• L•••••• · Shareholderindirect · owns 75% or more of C••••• G•••• L••••••
- T•• C••••• G•••• 2••• E••••••• B•••••• T•••• · Shareholderindirect · owns 75% or more of C••••• H••••••• G••••••• L••••••
Related persons
Schedule D 7.A
- C••••• F••••• S••investment advisern
- C••••• G•••investment advisern
- C••••• L••••••investment adviserbanknRAUM $43B
- C••••• S••••investment advisern
- C••••• S••••• S••••investment advisern
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Aug 7, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
What changed
consecutive filings, newest first
- Non-discretionary RAUM · $3.7B to $3.3BMar 28, 2025 to Mar 27, 2026
- RAUM · $3.7B to $3.3BMar 28, 2025 to Mar 27, 2026
- Financial planning clients · unset to Jun 19, 2024 to Mar 28, 2025
- Non-discretionary RAUM · $4.4B to $3.7BJun 19, 2024 to Mar 28, 2025
- RAUM · $4.4B to $3.7BJun 19, 2024 to Mar 28, 2025
- Pooled vehicle clients · 12.0 to unsetApr 19, 2024 to Jun 19, 2024
- Pooled vehicle RAUM · 4414053804.0 to unsetApr 19, 2024 to Jun 19, 2024
- Accounts · 7 to 12Oct 25, 2023 to Mar 29, 2024
- Pooled vehicle clients · 7 to 12Oct 25, 2023 to Mar 29, 2024
- Non-discretionary RAUM · $3.9B to $4.4BOct 25, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $3.9B to $4.4BOct 25, 2023 to Mar 29, 2024
- RAUM · $3.9B to $4.4BOct 25, 2023 to Mar 29, 2024
- Business name · C•••••• I•• to C•••••• I•••Nov 17, 2022 to Mar 27, 2023
- Legal name · C•••••• I•• to C•••••• I•••Nov 17, 2022 to Mar 27, 2023
- Non-discretionary RAUM · $3.3B to $3.9BNov 17, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $3.3B to $3.9BNov 17, 2022 to Mar 27, 2023
- RAUM · $3.3B to $3.9BNov 17, 2022 to Mar 27, 2023
Signals
4 dated events
- Robert John Richardson (Director, Secretary And Treasurer) appeared on Schedule A of C•••••• I•••Oct 25, 2023 · Control person joined · fact
- Peter Jonas Nilsson (Director) no longer on Schedule A of C•••••• I••• (listed 2023-04-25, absent 2023-10-25)Oct 25, 2023 · Control person left · inference
- Andrew Michael Colato (Director) no longer on Schedule A of C•••••• I••• (listed 2023-04-25, absent 2023-10-25)Oct 25, 2023 · Control person left · inference
- C•••••• I•• filed its initial SEC registration (Form ADV)Nov 17, 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/cinvenreportedpublic record, Form ADV, Sep 18, 2026
- Website
- cinven.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +1 212 328 1980reportedpublic record, Form ADV, Aug 7, 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