DFX Intelligence
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Firms / C• I•• C•••••• M••••••••• L••
C• I•• C•••••• M••••••••• L••
Private equity with venture activity · probableHouston, TXSEC registered investment adviser
registered adviser; venture funds are 0% of 2 private funds
Importance
1
low
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
95
high
Research priority
1
low
Identity and regulatory footprint
- Headquarters
- Houston, TXadviserinfo.sec.gov
- Office address
- ••• Lockedadviserinfo.sec.gov
- Business phone
- ••• Lockedadviserinfo.sec.gov
- Website
- unknown
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 31, 2021
- Private funds reported
- 2 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $9.0Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.9Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 4
- business phone
- 713-751-7577adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
3 current, 4 departed
C••••• J•••• R••••••••
Managing partnerManaging Member And Owner, C• I•• C•••••• M••••••••• Llc · since Aug 1, 2000
B••••• T• R••••••••
PartnerOwner, C• I•• C•••••• M••••••••• L•• · since Aug 1, 2000
M•••• T• A•••••
Platform and operationsChief Compliance Officer · since May 1, 2013
4 departed (kept with end dates)
- C•••• R•••••••• R•• · Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr. · Aug 1, 2000 to Mar 31, 2015 Inference
- L••••• T•••••• R•••••••• · Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr. · Aug 1, 2000 to Mar 31, 2015 Inference
- W••••••••• R• R•••••••• · Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr. · Aug 1, 2000 to Mar 31, 2015 Inference
- C•••••••• R• M••••• · Limited Partner, R•••••••• Fund Management, Lp (Relying Adviser) · Oct 1, 2004 to Mar 31, 2017 Inference
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
11 dated events
- Mar 31, 2017C•••••••• R•••••••• M••••• (Limited Partner, R•••••••• Fund Management, Lp (Relying Adviser)) no longer on Schedule A of C• I•• C•••••• M••••••••• L••
- Mar 31, 2015W••••••••• R• R•••••••• (Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.) no longer on Schedule A of C• I•• C•••••• M••••••••• L••
- Mar 31, 2015L••••• T•••••• R•••••••• (Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.) no longer on Schedule A of C• I•• C•••••• M••••••••• L••
- Mar 31, 2015C•••• R•••••••• R•• (Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.) no longer on Schedule A of C• I•• C•••••• M••••••••• L••
- May 1, 2013M•••• T• A••••• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Chief Compliance Officer
- Mar 29, 2012C• I•• C•••••• M••••••••• L•• first filed Form ADV (ERA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Oct 1, 2004C•••••••• R• M••••• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Limited Partner, R•••••••• Fund Management, Lp (Relying Adviser)
- Aug 1, 2000L••••• T•••••• R•••••••• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.
- Aug 1, 2000C•••• R•••••••• R•• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.
- Aug 1, 2000W••••••••• R• R•••••••• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Trustee, H.R. Cullen Estate Trust For C••••• J. R••••••••, Jr.
- Aug 1, 2000B••••• T• R•••••••• joined Schedule A of C• I•• C•••••• M••••••••• L•• as Limited Partner, R•••••••• Fund Management, Lp (Relying Adviser)
Classification history
- Sep 12, 2026Private equity with venture activity (probable, 75%, cls-1)registered adviser; venture funds are 0% of 2 private funds
Evidence
29 observations from 1 source