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CRD 109824
GREENWICH, CT
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CARDINAL MID-CAP VALUE EQUITY PARTNERS, LP | Other Private Fund | $2.5M | Mar 27, 2018 | 6 | Mar 30, 2012 | dropped | 021-200548 |
| CARDINAL VALUE EQUITY PARTNERS, L.P. | Other Private Fund | $2.3M | Mar 27, 2024 | 32 | Mar 30, 2012 | reported | 021-200549 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AKM HOLDINGS, LLC | Member | A | yes | 01/2019 | Mar 26, 2021 | Jun 17, 2024 |
| AKM REVOCABLE TRUST | Member | B | yes | 01/2019 | Mar 26, 2021 | Jun 17, 2024 |
| FOX, EUGENE, (NMN) | Member | C | yes | 04/1995 | Mar 30, 2012 | Jun 17, 2024 |
| KIRKPATRICK, ROBERT, BENJAMIN | MEMBER, CHIEF COMPLIANCE OFFICER | C | yes | 08/2000 | Mar 30, 2012 | Jun 17, 2024 |
| MINELLA, AMY, KOMMER | Member | E | yes | 01/2019 | Mar 30, 2012 | Jun 17, 2024 |
| MINELLA, AMY, KOMMER | Trustee | E | yes | 01/2019 | Mar 30, 2012 | Jun 17, 2024 |
| MINELLA, AMY, KOMMER | Member | B | yes | 04/1995 | Mar 30, 2012 | Jun 17, 2024 |
| FIELDS, ROBERT, HUGH | Member | Na | no | 07/2015 | Mar 29, 2016 | Jun 17, 2024 |
| MATTHEWS, RACHEL, DEAN | Member | A | no | 01/2012 | Mar 30, 2012 | Jun 17, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $2.3B | $2.3B | 16 | 7 | 0 | 1 | $2.3M |
| 2022 | Mar 23, 2023 | $3.2B | $3.2B | 17 | 7 | 0 | 1 | $44.5M |
| 2021 | Mar 21, 2022 | $4.4B | $4.4B | 17 | 7 | 0 | 1 | $46.0M |
| 2020 | Mar 26, 2021 | $3.6B | $3.6B | 17 | 7 | 0 | 1 | $46.0M |
| 2019 | Mar 25, 2020 | $3.4B | $3.4B | 17 | 7 | 0 | 1 | $40.0M |
| 2018 | Mar 28, 2019 | $2.8B | $2.8B | 17 | 7 | 0 | 1 | $40.0M |
| 2017 | Mar 27, 2018 | $2.7B | $2.7B | 17 | 7 | 0 | 2 | $53.7M |
| 2016 | Mar 31, 2017 | $2.6B | $2.5B | 18 | 7 | n/a | 2 | $53.7M |
| 2015 | Mar 29, 2016 | $1.9B | $1.9B | 17 | 7 | n/a | 2 | $48.0M |
| 2014 | Mar 30, 2015 | $1.8B | $1.8B | 16 | 7 | n/a | 2 | $49.0M |
| 2013 | Mar 27, 2014 | $2.0B | $2.0B | 14 | 7 | n/a | 2 | $54.3M |
| 2012 | Mar 28, 2013 | $1.5B | $1.5B | 14 | 7 | n/a | 2 | $44.2M |
| 2011 | Mar 30, 2012 | $1.2B | $1.2B | n/a | n/a | n/a | 2 | $41.2M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $386M | $3.2B | -88.1% | $3.6B | -52.3% | 13 | 17 | 0 | 0 |