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CRD 162201
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 |
|---|---|---|---|---|---|---|
| TAYLOR, BERNARD | Sp | E | yes | 02/1956 | Aug 7, 2012 | May 10, 2019 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | May 10, 2019 | $334M | $334M | 1 | 1 | 0 | n/a | n/a |
| 2018 | May 17, 2018 | $444M | $444M | 1 | 1 | 0 | n/a | n/a |
| 2017 | Jun 9, 2017 | $701M | $701M | 1 | 1 | n/a | n/a | n/a |
| 2016 | Jun 3, 2016 | $760M | $760M | 1 | 1 | n/a | n/a | n/a |
| 2015 | Jun 3, 2015 | $825M | $825M | 1 | 1 | n/a | n/a | n/a |
| 2014 | Jun 10, 2014 | $693M | $693M | 1 | 1 | n/a | n/a | n/a |
| 2013 | Apr 17, 2013 | $649M | $649M | 1 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $334M | $444M | -24.7% | $760M | -24.0% | 1 | 1 | 0 | 0 |