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••••••••• T••••••••• L•
Latest filing Mar 30, 2026
First filing on the tape Apr 14, 2023 · 7 filings
SEC status approved since May 26, 2023
RAUM
$932M
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
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$932M as of Mar 30, 2026
Mar 28, 2024$965M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 30, 2026
Mar 28, 20240 then
Employees (5.A)21 as of Mar 30, 2026
Mar 28, 202424 then
Private funds1 as of Mar 30, 2026
Mar 28, 20241 then
RAUM +5.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 30, 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
- $311MderivedRAUM 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
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +5.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $932M, 3 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$932M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $932M for 3 clientsreported
- Compensation
- 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| N•••• P••• M••••• F••• L•• | Hedge Fund | $965M | 12 | Apr 14, 2023 |
Owners and control persons
Schedule A and B, latest filing
- H••••• B••••• K•••• · Ceo/Limited Partnercontrolsince 06/2021 · owns 25% to 50%
- T•••••••• M••••••• S••• · Cco/Cto/Coo/Limited Partnercontrolsince 01/2022 · owns 10% to 25%
- W•••••• S•• E••••• · Cro/Limited Partnercontrolsince 03/2023 · owns 10% to 25%
- H••••• B••••• K•••• · Managing Membercontrolsince 06/2021 · owns 50% to 75% of C••••••••• G• L••
Entity owners
- C••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- N•••• P••• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 10 to 6Mar 28, 2025 to Mar 30, 2026
- Assets in custody · $885M to $932MMar 28, 2025 to Mar 30, 2026
- Employees · 24 to 21Mar 28, 2025 to Mar 30, 2026
- Discretionary RAUM · $885M to $932MMar 28, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $885M to $932MMar 28, 2025 to Mar 30, 2026
- RAUM · $885M to $932MMar 28, 2025 to Mar 30, 2026
- Assets in custody · $965M to $885MAug 1, 2024 to Mar 28, 2025
- Financial planning clients · unset to Aug 1, 2024 to Mar 28, 2025
- Discretionary RAUM · $965M to $885MAug 1, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $965M to $885MAug 1, 2024 to Mar 28, 2025
- RAUM · $965M to $885MAug 1, 2024 to Mar 28, 2025
- Assets in custody · $619M to $965MSep 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $619M to $965MSep 19, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $619M to $965MSep 19, 2023 to Mar 28, 2024
- RAUM · $619M to $965MSep 19, 2023 to Mar 28, 2024
- Accounts · unset to 3.0May 24, 2023 to Sep 19, 2023
- Advisory employees · 8 to 10May 24, 2023 to Sep 19, 2023
- Pooled vehicle clients · unset to 3.0May 24, 2023 to Sep 19, 2023
- Assets in custody · $0 to $619MMay 24, 2023 to Sep 19, 2023
- Custody of client assets · false to trueMay 24, 2023 to Sep 19, 2023
- Employees · 17 to 24May 24, 2023 to Sep 19, 2023
- Discretionary RAUM · unset to 618775484.0May 24, 2023 to Sep 19, 2023
- Non-discretionary RAUM · unset to 0.0May 24, 2023 to Sep 19, 2023
- Pooled vehicle RAUM · unset to 618775484.0May 24, 2023 to Sep 19, 2023
- RAUM · unset to 618775484.0May 24, 2023 to Sep 19, 2023
Signals
4 dated events
- Marie Jeanne Laporta (Cao/Cco/Limited Partner) no longer on Schedule A of C••••••••• T••••••••• L• (listed 2024-03-28, absent 2024-08-01)Aug 1, 2024 · Control person left · inference
- C••••••••• T••••••••• L• reported RAUM $965.0M, up 56% from $618.8M (2023-09-19 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Pinar Saide Ilgar (Cfo) no longer on Schedule A of C••••••••• T••••••••• L• (listed 2023-09-19, absent 2024-03-28)Mar 28, 2024 · Control person left · inference
- C••••••••• T••••••••• L• filed its initial SEC registration (Form ADV)Apr 14, 2023 · 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/clearalphareportedpublic record, Form ADV, Sep 19, 2026
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 475-302-1900reportedpublic record, Form ADV, Mar 30, 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