Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Firms / N•• F•••••••• L••

N•• F•••••••• L••

Corporate venture · probableShaker Heights, OHc••••••.comSEC registered investment adviserpart of C••••••

One of 3 advisers that share c••••••.com; the firm is C••••••. C•••••• I• L••, S••••••• C••••••• L••. Each keeps its own CRD, funds and filings; the grouping is the website each swore to on Form ADV and is recomputed every pass.

C•••••• is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.

corporate parent: CI Financial Corp

Importance
20
moderate
Active deployment
0
low
Emerging
0
low
Completeness
31
moderate
Freshness
99
high
Research priority
7
low
Identity and regulatory footprint
Headquarters
Shaker Heights, OHadviserinfo.sec.gov
Office address
3401 TUTTLE ROAD, SUITE 290, Shaker Heights, OH, 44122adviserinfo.sec.gov
Business phone
216-491-3990adviserinfo.sec.gov
Website
c••••••.com
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 28, 2024
Private funds reported
37 (1 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$694Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$519Mthe adviser's RAUM, a regulatory measure, never a fund size
Owners on Schedule A
C•••••• P••••••• L•• (Owner), E; C• F•••••••• C••• (Owner), E; C•••••• M••••••••• L•• (Owner), E; C•••••• P•••••• W••••• L•• (Owner), E; C•••••• H••••••• I•• (Owner), E
business phone
216-491-3990adviserinfo.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
africa, canada, france, global, israel, united states
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
family office
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
8 current, 7 departed
K••• M••••••••
Chief Executive Officer · since Jun 1, 2024
Founder or executive
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A••••• M••• H•••••••
Head Of Solutions · since Jun 1, 2024
Other
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
P•••• Y•••• W•••••
Head Of Alternatives · since Jun 1, 2024
Other
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
A••• M•••
Chief Financial Officer · since Jun 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
J•••• L••• S•••••
Chief M•••eting Officer · since Jun 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S•••• W•••••• A••••
General Counsel · since Jun 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
S•••••• C••• E••••
Chief Compliance Officer · since Jun 1, 2024
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
7 departed (kept with end dates)
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
20 dated events
  1. Jun 28, 2024
    T•••••• C••••• S••••••• (Co-President & Treasurer) no longer on Schedule A of N•• F•••••••• L••
    Person leftPeopleInferenceT•••••• C••••• S•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Jun 28, 2024
    T••••• J••••• A•••••• (Senior Vice President & Assistant Secretary) no longer on Schedule A of N•• F•••••••• L••
    Person leftPeopleInferenceT••••• J••••• A••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Jun 28, 2024
    J••••• F••••• S•••••••• (Senior Vice President & Assistant Treasurer) no longer on Schedule A of N•• F•••••••• L••
    Person leftPeopleInferenceJ••••• F••••• S••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Jun 28, 2024
    S•••••• M•••• P••••• (Chief Compliance Officer) no longer on Schedule A of N•• F•••••••• L••
    Person leftPeopleInferenceS•••••• M•••• P•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Jun 28, 2024
    C•••••••• L••••• J•••••• (Co-President & Secretary) no longer on Schedule A of N•• F•••••••• L••
    Person leftPeopleInferenceC•••••••• L••••• J••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Jun 1, 2024
    P•••• Y•••• W••••• joined Schedule A of N•• F•••••••• L•• as Head Of Alternatives
    Person joinedPeopleFactP•••• Y•••• W•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jun 1, 2024
    K••• M•••••••• joined Schedule A of N•• F•••••••• L•• as Chief Executive Officer
    Person joinedPeopleFactK••• M••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Jun 1, 2024
    A••• M••• joined Schedule A of N•• F•••••••• L•• as Chief Financial Officer
    Person joinedPeopleFactA••• M•••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Jun 1, 2024
    S•••••• C••• E•••• joined Schedule A of N•• F•••••••• L•• as Chief Compliance Officer
    Person joinedPeopleFactS•••••• C••• E••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. Jun 1, 2024
    L•••••• L••••••• C•••• G••••• joined Schedule A of N•• F•••••••• L•• as Chief Operating Officer
    Person joinedPeopleFactL•••••• L••••••• C•••• G•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Jun 1, 2024
    A••••• M••• H••••••• joined Schedule A of N•• F•••••••• L•• as Head Of Solutions
    Person joinedPeopleFactA••••• M••• H•••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jun 1, 2024
    S•••• W•••••• A•••• joined Schedule A of N•• F•••••••• L•• as General Counsel
    Person joinedPeopleFactS•••• W•••••• A••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Jun 1, 2024
    J•••• L••• S••••• joined Schedule A of N•• F•••••••• L•• as Chief M•••eting Officer
    Person joinedPeopleFactJ•••• L••• S•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  14. Dec 1, 2022
    T••••• J••••• A•••••• joined Schedule A of F••••••• Investment Company, Inc. as Senior Vice President & Assistant Secretary
    Person joinedPeopleFactT••••• J••••• A••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  15. Dec 1, 2022
    J••••• F••••• S•••••••• joined Schedule A of F••••••• Investment Company, Inc. as Senior Vice President & Assistant Treasurer
    Person joinedPeopleFactJ••••• F••••• S••••••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  16. Mar 28, 2022
    V•••••• C•••••• I••••••••• P••••••• 2•••• L•• first reported on Form ADV by F••••••• Investment Company, Inc. (Venture Capital Fund), GAV $10,014,000
    Fund first reported on Form ADVFundsFactV•••••• C•••••• I••••••••• P••••••• 2•••• L••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  17. Mar 30, 2015
    S•••• J•••••• S•••• (Senior V.P. & Treasurer) no longer on Schedule A of F••••••• Investment Company, Inc.
    Person leftPeopleInferenceS•••• J•••••• S••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  18. Mar 4, 2014
    C••••••••• J••• C•••• (Chief Compliance Officer) no longer on Schedule A of F••••••• Investment Company, Inc.
    Person leftPeopleInferenceC••••••••• J••• C••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  19. Feb 1, 2014
    S•••••• M•••• P••••• joined Schedule A of F••••••• Investment Company, Inc. as Chief Compliance Officer
    Person joinedPeopleFactS•••••• M•••• P•••••SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  20. Dec 22, 2011
    F••••••• Investment Company, Inc. first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Corporate venture (probable, 80%, cls-1)
    corporate parent: C• F•••••••• C•••
Evidence
55 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserJun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2011-12-22Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2024-06-28Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone216-491-3990Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://c••••••.com/
“contact page linked from the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionC•••••• is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.
“meta description”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionC•••••• is a fee-only wealth management firm that offers ultra high net worth and uber high net worth individuals with solutions to simplify their wealth.
“meta description”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees0Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersShaker Heights, OHJun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address3401 TUTTLE ROAD, SUITE 290, Shaker Heights, OH, 44122Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typefamily_office
“Family Office Services”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typefamily_office
“Family Office Services”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported37Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$694MJun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$519MJun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyafrica,canada,france,global,israel,united states
“geography words on the home page”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyafrica,canada,france,global,israel,united states
“geography words on the home page”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported1Jun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://w••.c••••••.comJun 28, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleHome | C••••••
“title tag”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleHome | C••••••
“title tag”
Sep 13, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)