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•••••••• E••••• P•••••••• L•
Latest filing Apr 28, 2026
First filing on the tape Jun 28, 2024 · 6 filings
SEC status approved since Aug 21, 2024
RAUM
$560M
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
22
17 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
8
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$560M as of Apr 28, 2026
Mar 28, 2025$349M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 28, 2026
Mar 28, 20250 then
Employees (5.A)22 as of Apr 28, 2026
Mar 28, 202516 then
Private funds8 as of Apr 28, 2026
Mar 28, 20256 then
RAUM +61% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 28, 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
- $62.3MderivedRAUM 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
- +61%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
- $560M, 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)
- 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 testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$560M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 9reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $560M 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
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| C•••••••• E••••• P••••••• F••• I•• L• | Private Equity Fund | $55.7M | 15 | Mar 28, 2024 |
| C•••••••• E••••• P••••••• F••• I•••• L• | Private Equity Fund | $2.0M | 2 | Mar 28, 2024 |
| C•••••••• E••••• P••••••• F••• I•••• L• | Private Equity Fund | $0 | 0 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• N•••••••• A••••• · Chief Financial Officer & Chief Compliance Officercontrolsince 09/2023 · owns less than 5%
- D••••••• B••••• R•••••• · Limited Partnercontrolsince 05/2023 · owns 5% to 10%
- P••••••• G•••••• M•••••• · Limited Partner, Managing Partnercontrolsince 05/2023 · owns 25% to 50%
- W•••••• H••••• K••• · Presidentcontrolsince 05/2023 · owns less than 5%
- P••••••• G•••••• M•••••• · Membercontrolsince 05/2023 · owns 50% to 75% of C•••••••• E••••• P••••••• G•• L••
- W•••••• H••••• K••• · Trusteecontrolsince 10/2022 · owns F of H•••• K• W••••• I• R•••••••• L••••• T••••
Entity owners
- C•••••••• E••••• P••••••• G•• L•• · General Partner Of The Registrantdirect · owns less than 5%
- H•••• K• W••••• I• R•••••••• L••••• T•••• · Limited Partnerdirect · owns 25% to 50%
- H•••• K• W••••• I• R•••••••• L••••• T•••• · Memberindirect · owns 50% to 75% of C•••••••• E••••• P••••••• G•• L••
Related persons
Schedule D 7.A
- C•••••••• E••••• P••••••• F••• I• G•• L•pooled vehicle sponsorn
- P••• E••••• P•••••••• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 7 to 9May 7, 2025 to Mar 30, 2026
- Advisory employees · 13 to 17May 7, 2025 to Mar 30, 2026
- Pooled vehicle clients · 7 to 9May 7, 2025 to Mar 30, 2026
- Assets in custody · $349M to $560MMay 7, 2025 to Mar 30, 2026
- Employees · 16 to 22May 7, 2025 to Mar 30, 2026
- Private funds · 6 to 8May 7, 2025 to Mar 30, 2026
- Discretionary RAUM · $349M to $560MMay 7, 2025 to Mar 30, 2026
- Pooled vehicle RAUM · $349M to $560MMay 7, 2025 to Mar 30, 2026
- RAUM · $349M to $560MMay 7, 2025 to Mar 30, 2026
- Financial planning clients · unset to Mar 28, 2025 to May 7, 2025
- Discretionary RAUM · $167M to $349MJul 17, 2024 to Mar 28, 2025
- Accounts · 6 to 7Jul 17, 2024 to Mar 28, 2025
- Pooled vehicle clients · 6 to 7Jul 17, 2024 to Mar 28, 2025
- Assets in custody · $167M to $349MJul 17, 2024 to Mar 28, 2025
- Pooled vehicle RAUM · $167M to $349MJul 17, 2024 to Mar 28, 2025
- RAUM · $167M to $349MJul 17, 2024 to Mar 28, 2025
- Private funds · 12 to 6Jun 28, 2024 to Jul 17, 2024
Signals
3 dated events
- C•••••••• E••••• P•••••••• L• reported RAUM $560.4M, up 61% from $348.8M (2025-05-07 to 2026-03-30)Mar 30, 2026 · RAUM change · derived
- C•••••••• E••••• P•••••••• L• reported RAUM $348.8M, up 108% from $167.3M (2024-07-17 to 2025-03-28)Mar 28, 2025 · RAUM change · derived
- C•••••••• E••••• P•••••••• L• filed its initial SEC registration (Form ADV)Jun 28, 2024 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- C•••••••• E••••• P•••••••• L• · Independent Sponsorsshared crd · capital_provider
- C•••••••• E••••• P•••••••• L• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/continuim-equity-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- c••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 412-586-7651reportedpublic record, Form ADV, Apr 28, 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