Private fund adviser · Carmel, IN
CID Capital II, Inc.
SEC-registered investment adviser · CRD 160776 · SEC 801-79434
At a glance
CID Capital II, Inc. is an SEC-registered investment adviser based in Carmel, Indiana, with $516 million in regulatory assets under management as of its Form ADV filed March 17, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,998th of 4,686 private fund advisers and 7,697th of 17,210 SEC-registered advisers by assets.
Main office 317-818-5030cidcap.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $516M
- Rank among private fund advisers
- #2,998 of 4,686
- Rank among all SEC RIAs
- #7,697 of 17,210
- Rank in Indiana
- #65 of 146
- Clients
- 5
- Accounts
- 5
- Discretionary
- 100% of AUM
- Employees
- 12
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Eric J BruunPartner
- Steve A CobbSenior Partner
- Deborah A. MorganChief Compliance Officer, Chief Financial Officer
- Eric B. DerheimerManaging Partner
- Cory W HeckManaging Partner
Custody and brokerage
Custodian
CID Capital II, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 5 | $516M | 100% |
Private funds
CID Capital II, Inc. reports 5 private funds with $516M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
CID Capital II, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗cidcap.com ↗
AtlasMembers
The full record on CID Capital II, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,287 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CID Capital II, Inc. manage?
CID Capital II, Inc. reports $516 million in regulatory assets under management across 5 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
What kind of firm is CID Capital II, Inc.?
CID Capital II, Inc. is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are CID Capital II, Inc.’s clients?
By assets, its largest client types are pooled investment vehicles ($516 million, 5 clients).
Does CID Capital II, Inc. manage private funds?
Yes. It reports 5 private funds with $516 million in gross assets, including private equity funds.
Does CID Capital II, Inc. have any disciplinary history?
CID Capital II, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CID Capital II, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →