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CRD 324472
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 |
|---|---|---|---|---|---|---|
| A••••••• B•• | PORTFOLIO MANAGER | Na | yes | 10/2022 | Feb 23, 2023 | Mar 15, 2024 |
| L••••• J••••••• P• | CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER | Na | yes | 10/2022 | Feb 23, 2023 | Mar 15, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 3, 2026 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $292M | $125M | 132.5% | n/a | n/a | 4 | 3 | 0 | 0 |
| CHIEF INVESTMENT OFFICER / MANAGING MEMBER |
| E |
| yes |
| 10/2022 |
| Feb 23, 2023 |
| Mar 15, 2024 |
| $292M |
| $292M |
| 4 |
| 2 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 27, 2025 | $125M | $125M | 3 | 2 | 0 | n/a | n/a |
| 2023 | Mar 15, 2024 | $75.5M | $75.5M | 3 | 2 | 0 | n/a | n/a |