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••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Apr 12, 2024 · 5 filings
SEC status approved since May 30, 2024
RAUM
$1.5B
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
9
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$1.5B as of Apr 30, 2026
Mar 31, 2025$409M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 30, 2026
Mar 31, 20250 then
Employees (5.A)9 as of Apr 30, 2026
Mar 31, 20258 then
Private funds3 as of Apr 30, 2026
Mar 31, 20251 then
RAUM +264% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Apr 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
- $248MderivedRAUM 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
- +264%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
- $1.5B, 6 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 hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 6 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=1.0derived
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 |
|---|---|---|---|---|
| C•• S••••••••• C••••• M••••• F•••• L••• | Hedge Fund | $106M | 1 | Aug 30, 2024 |
Owners and control persons
Schedule A and B, latest filing
- K••••••••• R•••••• H•••• · Managing Partnercontrolsince 11/2023 · owns less than 5%
- T•••••• R•••••••• S•••• · Managing Partnercontrolsince 11/2023 · owns less than 5%
- W•••• J••••• A••••• · Chief Compliance Officercontrolsince 11/2023 · owns less than 5%
- K••••••••• R•••••• H•••• · Ownercontrolsince 08/2024 · owns 25% to 50% of C•• M••••••••• H••••••• L•
- T•••••• R•••••••• S•••• · Ownercontrolsince 08/2024 · owns 25% to 50% of C•• M••••••••• H••••••• L•
Entity owners
- C•• M••••••••• H••••••• L• · Sole Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
- C•• P••••••• G• L••pooled vehicle sponsory
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $409,153,942 to $1,489,092,000 (+264.0%) between the annual amendments of 2025-03-31 and 2026-04-30; the peer median change was +11.0% (1368 comparable advisers, 99.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 99% percentile
What changed
consecutive filings, newest first
- Assets in custody · $1.5B to $1.5BMar 31, 2026 to Apr 30, 2026
- Discretionary RAUM · $1.6B to $1.5BMar 31, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $1.6B to $1.5BMar 31, 2026 to Apr 30, 2026
- RAUM · $1.6B to $1.5BMar 31, 2026 to Apr 30, 2026
- Accounts · 3 to 6Mar 31, 2025 to Mar 31, 2026
- Advisory employees · 6 to 7Mar 31, 2025 to Mar 31, 2026
- Pooled vehicle clients · 3 to 6Mar 31, 2025 to Mar 31, 2026
- Assets in custody · $409M to $1.5BMar 31, 2025 to Mar 31, 2026
- Employees · 8 to 9Mar 31, 2025 to Mar 31, 2026
- Private funds · 1 to 3Mar 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $409M to $1.6BMar 31, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $409M to $1.6BMar 31, 2025 to Mar 31, 2026
- RAUM · $409M to $1.6BMar 31, 2025 to Mar 31, 2026
- Accounts · 2 to 3Aug 30, 2024 to Mar 31, 2025
- BD registered reps · 0 to 1Aug 30, 2024 to Mar 31, 2025
- Business name · C•• C••••• S•••••••• L•• to C•• P••••••• L••Aug 30, 2024 to Mar 31, 2025
- Pooled vehicle clients · 2 to 3Aug 30, 2024 to Mar 31, 2025
- Assets in custody · $106M to $409MAug 30, 2024 to Mar 31, 2025
- Financial planning clients · unset to Aug 30, 2024 to Mar 31, 2025
- Legal name · CCS-PARTNERS LLC to C•• P••••••• L••Aug 30, 2024 to Mar 31, 2025
- Discretionary RAUM · $106M to $409MAug 30, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $106M to $409MAug 30, 2024 to Mar 31, 2025
- RAUM · $106M to $409MAug 30, 2024 to Mar 31, 2025
- Accounts · unset to 2.0Apr 12, 2024 to Aug 30, 2024
- Advisory employees · 5 to 6Apr 12, 2024 to Aug 30, 2024
- Pooled vehicle clients · unset to 2.0Apr 12, 2024 to Aug 30, 2024
- Assets in custody · unset to 105869016.0Apr 12, 2024 to Aug 30, 2024
- Custody of client assets · false to trueApr 12, 2024 to Aug 30, 2024
- Employees · 5 to 8Apr 12, 2024 to Aug 30, 2024
- Private funds · unset to 1Apr 12, 2024 to Aug 30, 2024
- Discretionary RAUM · unset to 105869016.0Apr 12, 2024 to Aug 30, 2024
- Non-discretionary RAUM · unset to 0.0Apr 12, 2024 to Aug 30, 2024
- Pooled vehicle RAUM · unset to 105869016.0Apr 12, 2024 to Aug 30, 2024
- RAUM · unset to 105869016.0Apr 12, 2024 to Aug 30, 2024
Signals
3 dated events
- C•• P••••••• L•• reported RAUM $1.6B, up 301% from $409.2M (2025-03-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- C•• P••••••• L•• reported RAUM $409.2M, up 286% from $105.9M (2024-08-30 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- C•• C••••• S•••••••• L•• filed its initial SEC registration (Form ADV)Apr 12, 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
- Website
- c•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212 224-9400reportedpublic record, Form ADV, Apr 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