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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

LIFEPRO ASSET MANAGEMENT

LIFEPRO ASSET MANAGEMENT, LLC, CRD 285252

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04448a3c-f64f-42c3-9755-9cf0a9d5eb85

Data as of Jan 23, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 76
Dated events: 26
On other graphs: 0
Observed: Mar 12, 2020 to Jan 23, 2025
28 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $311MItem 5.F on the latest filing (2025-01-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $311M
Private client RAUM: $307MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 42
Advisory employees: 40
Offices: 35Schedule D 1.F, beyond the principal office
Accounts: 1,105
Individual clients: 1,049
High net worth clients: 55
Custody, client assets: $121M
SEC number: 801-118422
CIK: 1838533
CRD: 285252
Filings on the tape: 28
First filed: Mar 12, 2020
Latest filed: Jan 23, 2025
Organised: Limited Liability Company, CA

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEE EQUITY PARTNERS III GP LLC	GENERAL PARTNER	F	yes	09/2022	Sep 29, 2022	Mar 12, 2024
LEIDNER, MITCHELL, MARC	CFO/TREASURER AND BOARD MEMBER	Na	yes	09/2022	Sep 29, 2022	Mar 12, 2024
LEP PEQUOD GP, LLC	Generalpartner	F	yes	09/2022	Sep 29, 2022	Mar 12, 2024
LEP PEQUOD HOLDINGS LP	Stockholder	E	yes	09/2022	Sep 29, 2022	Mar 12, 2024
LEP SIMPLICITY HOLDINGS, L.P.	Member	E	yes	09/2022	Sep 29, 2022	Mar 12, 2024
LIFEPRO FINANCIAL SERVICES, INC.	Owner	E	yes	09/2016	Mar 12, 2020	Mar 12, 2024
Nevejans, Benjamin	President	Na	yes	08/2023	Mar 31, 2022	Mar 12, 2024
PEQUOD MIDCO INC	Stockholder	E	yes	09/2022	Sep 29, 2022	Mar 12, 2024
PEQUOD TOPCO INC	Stockholder	E	yes	09/2022	Sep 29, 2022	Mar 12, 2024
Raider, Scott, N	CHIEF COMPLIANCE OFFICER	Na	yes	11/2021	Nov 1, 2021	Mar 12, 2024
Reaburn, Robert, Andrew	CHIEF INVESTMENT OFFICER	Na	yes	08/2016	Mar 12, 2020	Mar 12, 2024
SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.	Stockholder	F	yes	09/2022	Aug 31, 2023	Mar 12, 2024
SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.	Stockholder	F	yes	09/2022	Aug 31, 2023	Mar 12, 2024
ULZ, HEATHER, NICOLE	CEO AND BOARD MEMBER	Na	yes	08/2016	Mar 12, 2020	Mar 12, 2024
DONALDSON, BRUCE, GEORGE	BOARD MEMBER	Na	no	08/2023	Aug 31, 2023	Mar 12, 2024
MCCANN, ERIN, BARTLETT	BOARD MEMBER	Na	no	08/2023	Aug 31, 2023	Mar 12, 2024
Wickersham, Sean, David	BOARD MEMBER	Na	no	08/2023	Aug 31, 2023	Mar 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SIMPLICITY WEALTH LLC	n/a	Mixed wealth	$4.3B	N	yes	n/a
CORECAP ADVISORS, LLC	n/a	Bd affiliated wealth	$4.0B	N	yes	n/a
TLG ADVISORS, INC.	n/a	Bd affiliated wealth	$2.3B	N	yes	n/a
CORECAP INVESTMENTS, LLC	n/a	n/a	n/a	N	yes	n/a
LIFEPRO FINANCIAL SERVICES INC.	n/a	n/a	n/a	Y	yes	n/a
SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.	n/a	n/a	n/a	N	yes	n/a
THE LEADERS GROUP, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Kingwood	TX	United States	2	no
COTTONWOOD HEIGHTS	Ut	United States	2	no
Glendale	Az	United States	1	no
Phoenix	Az	United States	1	no
BEVERLY HILLS	CA	United States	1	no
Carlsbad	CA	United States	1	no
Glendale	CA	United States	1	no
HUNTINGTON BEACH	CA	United States	1	no
LA VERNE	CA	United States	1	no
Pasadena	CA	United States	1	no
Pleasanton	CA	United States	1	no
SAN DIEGO	CA	United States	1	no
SAN LUIS OBISPO	CA	United States	1	no
Ventura	CA	United States	1	no
Longwood	FL	United States	1	no
Wichita	Ks	United States	1	no
Hudson	Ma	United States	1	no
MONROE TWP	Nj	United States	1	no
Westerville	Oh	United States	1	no
York	Pa	United States	1	no
THE WOODLANDS	TX	United States	1	no
SOUTH JORDAN	Ut	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 23, 2025	$311M	$311M	42	40	35	n/a	n/a
2023	Mar 12, 2024	$311M	$311M	42	40	35	n/a	n/a
2022	Mar 27, 2023	$256M	$256M	55	35	35	n/a	n/a
2021	Mar 31, 2022	$424M	$424M	76	41	35	n/a	n/a
2020	Mar 29, 2021	$386M	$386M	49	43	26	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$311M	$311M	0.0%	$424M	-9.8%	42	42	35	35

Relationships

Affiliated with (5)

← SIMPLICITY WEALTHRegistered adviserother investment adviser, common control
factForm ADV
→ TLG ADVISORS, INC.Registered adviserother investment adviser, common control
factForm ADV
→ CORECAP ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ SIMPLICITY WEALTHRegistered adviserother investment adviser, common control
factForm ADV
← SIMPLICITY SOLUTIONS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (54)

← MICHAEL JERRY SNASELAdvisorregistration: previous registration
Aug 24, 2018 to Feb 14, 2025factForm ADV
← EMILE PAUL DUFRENEAdvisorregistration: previous registration
Nov 16, 2020 to Feb 14, 2025factForm ADV
← JOSEPH FRANCIS MACMUNNAdvisorregistration: previous registration
May 13, 2021 to Feb 14, 2025factForm ADV
← TILDEN LESTER SOWDONAdvisorregistration: previous registration
May 16, 2023 to Feb 14, 2025factForm ADV
← ERIC MICHAEL FLATENAdvisorregistration: previous registration
Aug 2, 2024 to Feb 14, 2025factForm ADV
← RONNIE ORVILLE CARUTHERSAdvisorregistration: previous registration
Apr 18, 2017 to Feb 14, 2025factForm ADV
← MARIO MATTHEW UYBOCOAdvisorregistration: previous registration
Nov 3, 2020 to Feb 14, 2025factForm ADV
← HEATHER NICOLE ULZAdvisorregistration: previous registration
Dec 12, 2016 to Feb 14, 2025factForm ADV
← JAMES MARKS BOWERAdvisorregistration: previous registration
Jan 3, 2023 to Feb 14, 2025factForm ADV
← PAUL DOUGLAS REABURNAdvisorregistration: previous registration
Dec 21, 2018 to Feb 14, 2025factForm ADV
← Catherine PinkasAdvisorregistration: previous registration
Jul 1, 2020 to Feb 14, 2025factForm ADV
← JASON ROBERT PARRISHAdvisorregistration: previous registration
Mar 26, 2019 to Feb 14, 2025factForm ADV
← DEVIN MATTHEW LARKINSAdvisorregistration: previous registration
Jun 8, 2017 to Feb 14, 2025factForm ADV
← JENNIFER LEE JOSTAdvisorregistration: previous registration
Feb 18, 2020 to Feb 14, 2025factForm ADV
← DENVER WILLIAM NOWICZAdvisorregistration: previous registration
May 11, 2018 to Feb 14, 2025factForm ADV
← JULIET B. CARDONAAdvisorregistration: previous registration
Jan 3, 2022 to Feb 14, 2025factForm ADV
← Robert Andrew ReaburnAdvisorregistration: previous registration
Dec 12, 2016 to Feb 14, 2025factForm ADV
← Brian Robert ManderscheidAdvisorregistration: previous registration
Mar 2, 2017 to Feb 14, 2025factForm ADV
← Kevin Patrick NuberAdvisorregistration: previous registration
Mar 2, 2017 to Feb 14, 2025factForm ADV
← Parker Nelson WeimarAdvisorregistration: previous registration
Sep 26, 2024 to Feb 14, 2025factForm ADV
← Christopher Alan AbramsAdvisorregistration: previous registration
Oct 4, 2018 to Feb 14, 2025factForm ADV
← David Joseph JulianAdvisorregistration: previous registration
Jul 13, 2018 to Feb 14, 2025factForm ADV
← Billie Carter MilesAdvisorregistration: previous registration
Aug 8, 2019 to Feb 14, 2025factForm ADV
← Abdullah Brian SafdariAdvisorregistration: previous registration
Oct 24, 2019 to Feb 14, 2025factForm ADV
← Linda A HiltonAdvisorregistration: previous registration
Sep 9, 2020 to Feb 14, 2025factForm ADV
← Douglas Scott GahnAdvisorregistration: previous registration
Dec 9, 2021 to Feb 14, 2025factForm ADV
← JASON DANIEL GRIFFITHAdvisorregistration: previous registration
Jun 16, 2023 to Feb 13, 2025factForm ADV
← Mitchell MonsonAdvisorregistration: previous registration
Nov 6, 2019 to Jan 31, 2025factForm ADV
← Michael ZesatiAdvisorregistration: previous registration
Oct 25, 2022 to Aug 28, 2024factForm ADV
← GARY SCOTT MORROWAdvisorregistration: previous registration
Mar 5, 2020 to Jun 10, 2024factForm ADV
and 24 more

Controls (13)

← LEIDNER, MITCHELL, MARCOwnerCFO/TREASURER AND BOARD MEMBER, ownership code NA, individual
Sep 29, 2022 to Mar 12, 2024factForm ADV
← ULZ, HEATHER, NICOLEOwnerCEO AND BOARD MEMBER, ownership code NA, individual
Mar 12, 2020 to Mar 12, 2024factForm ADV
← Raider, Scott, NOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 1, 2021 to Mar 12, 2024factForm ADV
← Reaburn, Robert, AndrewOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 12, 2020 to Mar 12, 2024factForm ADV
← Nevejans, BenjaminOwnerPRESIDENT, ownership code NA, individual
Mar 31, 2022 to Mar 12, 2024factForm ADV
← LEE EQUITY PARTNERS III GP LLCOwnerGENERAL PARTNER, ownership code F, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← LEP PEQUOD GP, LLCOwnerGENERALPARTNER, ownership code F, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← LEP PEQUOD HOLDINGS LPOwnerSTOCKHOLDER, ownership code E, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← LEP SIMPLICITY HOLDINGS, L.P.OwnerMEMBER, ownership code E, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← LIFEPRO FINANCIAL SERVICES, INC.OwnerOWNER, ownership code E, domestic entity
Mar 12, 2020 to Mar 12, 2024factForm ADV
← PEQUOD MIDCO INCOwnerSTOCKHOLDER, ownership code E, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← PEQUOD TOPCO INCOwnerSTOCKHOLDER, ownership code E, domestic entity
Sep 29, 2022 to Mar 12, 2024factForm ADV
← SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.OwnerSTOCKHOLDER, ownership code F, domestic entity
Aug 31, 2023 to Mar 12, 2024factForm ADV

Owns (3)

← MCCANN, ERIN, BARTLETTOwnerBOARD MEMBER, ownership code NA, individual
Aug 31, 2023 to Mar 12, 2024factForm ADV
← Wickersham, Sean, DavidOwnerBOARD MEMBER, ownership code NA, individual
Aug 31, 2023 to Mar 12, 2024factForm ADV
← DONALDSON, BRUCE, GEORGEOwnerBOARD MEMBER, ownership code NA, individual
Aug 31, 2023 to Mar 12, 2024factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 6, 2025
Left the SEC roster
Lifepro Asset Management no longer on the SEC adviser roster (last listed 2025-02-03, RAUM $311.3M)
Form ADVobserved 6 days ago
$311M
Occurred
Jan 31, 2025
Advisor changed firm
Mitchell Monson left Lifepro Asset Management for Integrity Advisory Solutions (registered 2025-03-13)
Form ADVobserved 6 days ago
Occurred
Aug 28, 2024
Advisor changed firm
Michael Zesati left Lifepro Asset Management for Larson Financial Group, Llc (registered 2024-09-09)
Form ADVobserved 6 days ago
Occurred
Jun 10, 2024
Advisor changed firm
Gary Scott Morrow left Lifepro Asset Management for Onedigital (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Apr 5, 2024
Advisor changed firm
Michael Woodrow Boyer left Lifepro Asset Management for Rcplanners (registered 2024-02-26)
Form ADVobserved 6 days ago
Occurred
Apr 2, 2024
Advisor changed firm
Stephen June Ting left Lifepro Asset Management for Gradient Advisors, Llc (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Aug 31, 2023
Control person joined
Benjamin Nevejans (President) appeared on Schedule A of Lifepro Asset Management
Form ADVobserved 6 days ago
Occurred
Aug 18, 2023
Advisor changed firm
Tamie Ball left Lifepro Asset Management for Brookstone Wealth Advisors, Llc (registered 2023-10-26)
Form ADVobserved 6 days ago
Occurred
Aug 2, 2023
Advisor changed firm
Jennifer Ann Ly left Lifepro Asset Management for Portfolio Medics, Llc (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Aug 2, 2023
Advisor changed firm
Daniel Sablik left Lifepro Asset Management for Vest Financial Llc (registered 2024-01-27)
Form ADVobserved 6 days ago
Occurred
Jun 16, 2023
Advisor changed firm
Douglas Carlton Bryan left Lifepro Asset Management for Usa Financial Securities Llc (registered 2023-06-15)
Form ADVobserved 6 days ago
Occurred
Mar 27, 2023
Regulatory AUM changed
Lifepro Asset Management reported RAUM $256.4M, down 40% from $424.2M (2022-12-15 to 2023-03-27)
Form ADVobserved 6 days ago
$-168M
Occurred
Mar 17, 2023
Advisor changed firm
Timothy Joseph Haas left Lifepro Asset Management for Prosperity Capital Advisors (registered 2023-03-20)
Form ADVobserved 6 days ago
Occurred
Sep 29, 2022
Control person joined
Marc Mitchell Leidner (Cfo/Treasurer) appeared on Schedule A of Lifepro Asset Management
Form ADVobserved 6 days ago
Occurred
Sep 29, 2022
Control person left
Benjamin Nevejans (President) no longer on Schedule A of Lifepro Asset Management (listed 2022-08-25, absent 2022-09-29)
Form ADVobserved 6 days ago
Occurred
May 31, 2022
Advisor changed firm
J. Burke Howard left Lifepro Asset Management for Ae Wealth Management, Llc (registered 2022-05-24)
Form ADVobserved 6 days ago
Occurred
May 31, 2022
Advisor changed firm
Anthony James Mampieri left Lifepro Asset Management for Ae Wealth Management, Llc (registered 2022-05-24)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person left
Franklin William Zimmerman (Chairman) no longer on Schedule A of Lifepro Asset Management (listed 2022-03-10, absent 2022-03-31)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Control person joined
Benjamin Nevejans (President) appeared on Schedule A of Lifepro Asset Management
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Advisor changed firm
Karin Simone Wise left Lifepro Asset Management for Wise Asset Management L.L.C. (registered 2026-01-01)
Form ADVobserved 6 days ago
Occurred
Mar 11, 2022
Advisor changed firm
Julia Sky King left Lifepro Asset Management for Foundations Investment Advisors Llc (registered 2022-03-14)
Form ADVobserved 6 days ago
Occurred
Jan 21, 2022
Advisor changed firm
Tonya Shyree White left Lifepro Asset Management for Csp Financial Group Llc (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2021
Regulatory AUM changed
Lifepro Asset Management reported RAUM $386.4M, up 194% from $131.3M (2020-11-24 to 2021-03-29)
Form ADVobserved 6 days ago
$255M
Occurred
Mar 12, 2020
First Form ADV filing
Lifepro Asset Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Mar 31, 2022
Lifepro Asset Management reported 35 offices beyond its principal office, up from 26 (2022-03-10 to 2022-03-31)
Occurred
Mar 13, 2020
Lifepro Asset Management reported 46 state-registered advisory representatives, up from 2 (2020-03-12 to 2020-03-13)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04448a3c-f64f-42c3-9755-9cf0a9d5eb85
First observed: Mar 12, 2020
Last observed: Jan 23, 2025 20 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LIFEPRO ASSET MANAGEMENT

LIFEPRO ASSET MANAGEMENT, LLC, CRD 285252

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04448a3c-f64f-42c3-9755-9cf0a9d5eb85

Data as of Jan 23, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:39 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEE EQUITY PARTNERS III GP LLC

GENERAL PARTNER

yes

09/2022

Sep 29, 2022

Mar 12, 2024

LEIDNER, MITCHELL, MARC

CFO/TREASURER AND BOARD MEMBER

yes

09/2022

Sep 29, 2022

Mar 12, 2024

LEP PEQUOD GP, LLC

Generalpartner

yes

09/2022

Sep 29, 2022

Mar 12, 2024

LEP PEQUOD HOLDINGS LP

Stockholder

yes

09/2022

Sep 29, 2022

Mar 12, 2024

LEP SIMPLICITY HOLDINGS, L.P.

Member

yes

09/2022

Sep 29, 2022

Mar 12, 2024

LIFEPRO FINANCIAL SERVICES, INC.

Owner

yes

09/2016

Mar 12, 2020

Mar 12, 2024

Nevejans, Benjamin

President

yes

08/2023

Mar 31, 2022

Mar 12, 2024

PEQUOD MIDCO INC

Stockholder

yes

09/2022

Sep 29, 2022

Mar 12, 2024

PEQUOD TOPCO INC

Stockholder

yes

09/2022

Sep 29, 2022

Mar 12, 2024

Raider, Scott, N

CHIEF COMPLIANCE OFFICER

yes

11/2021

Nov 1, 2021

Mar 12, 2024

Reaburn, Robert, Andrew

CHIEF INVESTMENT OFFICER

yes

08/2016

Mar 12, 2020

Mar 12, 2024

SIMPLICITY FINANCIAL MARKETING GROUP HOLDINGS, INC.

Stockholder

yes

09/2022

Aug 31, 2023

Mar 12, 2024

SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.

Stockholder

yes

09/2022

Aug 31, 2023

Mar 12, 2024

ULZ, HEATHER, NICOLE

CEO AND BOARD MEMBER

yes

08/2016

Mar 12, 2020

Mar 12, 2024

DONALDSON, BRUCE, GEORGE

BOARD MEMBER

08/2023

Aug 31, 2023

Mar 12, 2024

MCCANN, ERIN, BARTLETT

BOARD MEMBER

08/2023

Aug 31, 2023

Mar 12, 2024

Wickersham, Sean, David

BOARD MEMBER

08/2023

Aug 31, 2023

Mar 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SIMPLICITY WEALTH LLC

n/a

Mixed wealth

$4.3B

yes

n/a

CORECAP ADVISORS, LLC

n/a

Bd affiliated wealth

$4.0B

yes

n/a

TLG ADVISORS, INC.

n/a

Bd affiliated wealth

$2.3B

yes

n/a

CORECAP INVESTMENTS, LLC

n/a

yes

n/a

LIFEPRO FINANCIAL SERVICES INC.

n/a

yes

n/a

SIMPLICITY FINANCIAL MARKETING HOLDINGS INC.

n/a

yes

n/a

THE LEADERS GROUP, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Kingwood

United States

COTTONWOOD HEIGHTS

United States

Glendale

United States

Phoenix

United States

BEVERLY HILLS

United States

Carlsbad

United States

Glendale

United States

HUNTINGTON BEACH

United States

LA VERNE

United States

Pasadena

United States

Pleasanton

United States

SAN DIEGO

United States

SAN LUIS OBISPO

United States

Ventura

United States

Longwood

United States

Wichita

United States

Hudson

United States

MONROE TWP

United States

Westerville

United States

York

United States

THE WOODLANDS

United States

SOUTH JORDAN

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Jan 23, 2025

$311M

n/a

2023

Mar 12, 2024

$311M

n/a

2022

Mar 27, 2023

$256M

n/a

2021

Mar 31, 2022

$424M

n/a

2020

Mar 29, 2021

$386M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$311M

0.0%

$424M

-9.8%