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CRD 317326
PORT CHESTER, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| TRAENKLE, ROBERT, KURT | MANAGING PARTNER/CEO & CHIEF COMPLIANCE OFFICER | E | yes | 12/2021 | Dec 22, 2021 | Nov 13, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $58.4M | $58.4M | 1 | 1 | 1 | n/a | n/a |
| 2024 | Mar 31, 2025 | $48.2M | $48.2M | 1 | 1 | 1 | n/a | n/a |
| 2023 | Mar 23, 2024 | $39.5M | $39.5M | 1 | 1 | 1 | n/a | n/a |
| 2022 | Mar 27, 2023 | $34.3M | $34.3M | 1 | 1 | 0 | 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 | $58.4M | $48.2M | 21.2% | $34.3M | 19.4% | 1 | 1 | 1 | 1 |