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•••••• P•••••• E••••• L••

No RAUM reportedNaperville, IllinoisCRD 326913SEC 801-129618IAPD
Latest filing Jul 23, 2026
First filing on the tape Feb 1, 2024 · 6 filings
SEC status approved since Mar 28, 2024
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
0 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$0 as of Jul 23, 2026
Mar 28, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Jul 23, 2026
Mar 28, 20251 then
Employees (5.A)8 as of Jul 23, 2026
Mar 28, 20258 then
Private funds1 as of Jul 23, 2026
Mar 28, 20251 then
RAUM n/a over the last fiscal yearIARs 1 to 1offices 0 to 1
Practice profile
derived from the filing of Jul 23, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$0derivedRAUM 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
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
8.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
fixed feesreportedItem 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
  • 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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
0reported
HNW clients
0reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
0reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
fixedreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=true bd_reps=5.0derived
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
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      C••• F••• I• L•Real Estate Fund$02Feb 1, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • C•••••• S••• J•••• P•••• · Fou•••• And Chairmancontrol
        since 12/2022 · owns less than 5%
      • H•••••• T•••••• E••••• · Executive Vice President, Chief Financial Officer And Treasurercontrol
        since 12/2022 · owns less than 5%
      • K••••••••• J•••• S•••• · President And Chief Executive Officercontrol
        since 12/2022 · owns less than 5%
      • S•••••• J••••••••• E•••••••• · Senior Vice President, Chief Compliance Officercontrol
        since 12/2022 · owns less than 5%
      • S••••••••• P••••• C••••••••• E• · Senior Vice President, General Counsel And Secretarycontrol
        since 12/2022 · owns less than 5%
      • C•••••• S••• J•••• P•••• · Managercontrol
        since 07/2016 · owns F of C•••••• P••••••• L••
      • C•••••• S••• J•••• P•••• · T•••••• And Shareholdercontrol
        since 08/1985 · owns 75% or more of J••• P• C••••••••• U•••• T•• J••• P• C•••••• 1••• T•••• D•••• A••••• 2•• 1•••
      • C•••••• S••• J•••• P•••• · Shareholdercontrol
        since 12/2020 · owns 50% to 75% of C•••••• A•••• M••••••••• I•••
      • K••••••••• J•••• S•••• · Shareholdercontrol
        since 12/2020 · owns 25% to 50% of C•••••• A•••• M••••••••• I•••
      • K••••••••• J•••• S•••• · Managercontrol
        since 07/2016 · owns F of C•••••• P••••••• L••
      • T••••••••• W••••••• J• · Managercontrol
        since 07/2016 · owns F of C•••••• P••••••• L••
      Entity owners
      • C•••••• I••••••••• L•• · Sole Member/Manager
        direct · owns 75% or more
      • C•••••• A•••• M••••••••• I••• · Member
        indirect · owns F of C•••••• I••••••••• L••
      • C•••••• F••••• P•••••••• I••• · Member
        indirect · owns 75% or more of C•••••• P••••••• L••
      • C•••••• P••••••• L•• · Member
        indirect · owns 75% or more of C•••••• I••••••••• L••
      • J••• P• C••••••••• U•••• T•• J••• P• C•••••• 1••• T•••• D•••• A••••• 2•• 1••• · Shareholder
        indirect · owns 75% or more of C•••••• F••••• P•••••••• I•••
      Related persons
      Schedule D 7.A
      Advisers that list C•••••• P•••••• E••••• L•• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Other offices · 0 to 1
        Mar 28, 2025 to Mar 27, 2026
      • Accounts · unset to 0.0
        Mar 26, 2024 to Mar 28, 2025
      • Pooled vehicle clients · 1 to 0
        Mar 26, 2024 to Mar 28, 2025
      • Financial planning clients · 0 to 0
        Mar 26, 2024 to Mar 28, 2025
      • Discretionary RAUM · unset to 0.0
        Mar 26, 2024 to Mar 28, 2025
      • Non-discretionary RAUM · unset to 0.0
        Mar 26, 2024 to Mar 28, 2025
      • RAUM · unset to 0.0
        Mar 26, 2024 to Mar 28, 2025
      Signals
      1 dated events
      • C•••••• P•••••• E••••• L•• filed its initial SEC registration (Form ADV)
        Feb 1, 2024 · 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
      Principal office phone
      630-245-7200reportedpublic record, Form ADV, Jul 23, 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
      No RAUM reportedderiveda 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•••••• P•••••• E••••• 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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