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CRD 151666
BELLEVUE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LAYARD-LIESCHING, RONALD, GEORGE | Chairman | Na | yes | 08/2009 | Mar 15, 2012 | Mar 25, 2024 |
| MILLER, MARK, ERNEST | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2009 | Mar 15, 2012 | Mar 25, 2024 |
| MOUNTAIN PACIFIC GROUP, LLC | MANAGING MEMBER | E | yes | 08/2009 | Mar 15, 2012 | Mar 25, 2024 |
| WYSOCKA, JOLANTA, MARGARET | Ceo | E | yes | 01/2020 | Mar 15, 2012 | Mar 25, 2024 |
| WYSOCKA, JOLANTA, MARGARET | Ceo | Na | yes | 08/2009 | Mar 15, 2012 | Mar 25, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THIRD STAGE INVESTMENT GROUP, LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $484M | $484M | 6 | 6 | 0 | n/a | n/a |
| 2024 | Mar 11, 2025 | $363M | $363M | 6 | 6 | 0 | n/a | n/a |
| 2023 | Mar 25, 2024 | $204M | $204M | 6 | 6 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $177M | $177M | 10 | 6 | 0 | 1 | $5.5M |
| 2021 | Mar 31, 2022 | $456M | $456M | 11 | 6 | 0 | 2 | $246M |
| 2020 | Mar 31, 2021 | $431M | $431M | 12 | 7 | 0 | 2 | $344M |
| 2019 | Mar 31, 2020 | $555M | $555M | 12 | 7 | 0 | 2 | $409M |
| 2018 | Mar 28, 2019 | $837M | $837M | 13 | 7 | 1 | 2 | $851M |
| 2017 | Mar 29, 2018 | $983M | $983M | 13 | 8 | 1 | 2 | $851M |
| 2016 | Mar 30, 2017 | $518M | $518M | 13 | 7 | n/a | 2 | $518M |
| 2015 | Mar 30, 2016 | $4.6B | $4.4B | 12 | 6 | n/a | 2 | $355M |
| 2014 | Mar 31, 2015 | $967M | $944M | 7 | 5 | n/a | 1 | $326M |
| 2013 | Mar 26, 2014 | $435M | $196M | 7 | 6 | n/a | 1 | $143M |
| 2012 | Mar 28, 2013 | $381M | $111M | 7 | 6 | n/a | 1 | $52.7M |
| 2011 | Mar 15, 2012 | $318M | $52.0M | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $484M | $363M | 33.6% | $177M | 39.8% | 6 | 6 | 0 | 0 |