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CRD 107611
LARKSPUR, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LITMAN GREGORY MULTI-MANAGER BALANCED FUND, L.P. | Other Private Fund | $24.2M | Oct 16, 2015 | 74 | Mar 27, 2012 | dropped | 021-89348 |
| LITMAN GREGORY SPECIAL OPPORTUNITIES FUND I, L.P. | Hedge Fund | $7.6M | Jul 11, 2012 | 56 | Mar 27, 2012 | dropped | 021-122649 |
| LITMAN GREGORY LONG-TERM OPPORTUNITY FUND, L.P. | Hedge Fund | $65,189 | Oct 16, 2015 | 56 | Mar 27, 2012 | dropped | 021-47158 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CECCARELLI, JENNIFER, ANN | MANAGING DIRECTOR - CHIEF OPERATIONS OFFICER | Na | yes | 01/2011 | Dec 21, 2011 | Sep 27, 2024 |
| EURAZEO SE | Parent | E | yes | 04/2014 | Mar 31, 2022 | Sep 27, 2024 |
| IM SQUARE HOLDING 9 LLC (US) | Owner | E | yes | 01/2023 | Mar 29, 2023 | Sep 27, 2024 |
| IM SQUARE PARTNERS HOLDING (FRANCE) | HOLDING COMPANY | E | yes | 10/2022 | Mar 28, 2024 | Sep 27, 2024 |
| IM SQUARE SAS (FRANCE) | Parent | E | yes | 12/2020 | Mar 28, 2024 | Sep 27, 2024 |
| JC DECAUX HOLDING SAS | Shareholder | C | yes | 01/2022 | Jun 5, 2023 | Sep 27, 2024 |
| KIAIE, KATHLYNE, KNOBLOCH | DIRECTOR - CHIEF COMPLIANCE OFFICER | Na | yes | 04/2022 | Apr 20, 2022 | Sep 27, 2024 |
| LEGENDRE HOLDING 36 | HOLDING COMPANY | D | yes | 06/2015 | Jun 3, 2021 | Sep 27, 2024 |
| SEELEY, JEFFREY, KENT | CHIEF EXECUTIVE OFFICER | Na | yes | 04/2022 | Mar 29, 2023 | Sep 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC | n/a | Other adviser | $14B | N | yes | n/a |
| ASSET PRESERVATION ADVISORS, LLC | n/a | Independent wealth | $11B | N | yes | n/a |
| DYNAMIC BETA INVESTMENTS LLC | n/a | Asset manager | $5.7B | N | yes | n/a |
| SCHARF INVESTMENTS, LLC | n/a | Mixed wealth | $4.2B | N | yes | n/a |
| IM GLOBAL PARTNER FUND MANAGEMENT LLC | n/a | Asset manager | $4.0B | N | yes | n/a |
| BERKSHIRE ASSET MANAGEMENT, LLC | n/a | Independent wealth | $2.8B | N | yes | n/a |
| RICHARD BERNSTEIN ADVISORS LLC | n/a | Asset manager | $181M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| EL SEGUNDO | CA | United States | 1 | no |
| WALNUT CREEK | CA | United States | 1 | no |
| Clayton | Mo | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Apr 11, 2025 | $2.7B | $2.3B | 28 | 8 | 3 | n/a | n/a |
| 2023 | Mar 28, 2024 | $2.4B | $2.1B | 25 | 8 | 3 | n/a | n/a |
| 2022 | Mar 29, 2023 | $2.0B | $1.6B | 25 | 7 | 3 | n/a | n/a |
| 2021 | Mar 31, 2022 | $2.4B | $2.0B | 26 | 9 | 4 | n/a | n/a |
| 2020 | Mar 17, 2021 | $4.3B | $2.1B | 52 | 15 | 5 | n/a | n/a |
| 2019 | Mar 25, 2020 | $4.4B | $2.0B | 59 | 21 | 5 | n/a | n/a |
| 2018 | Mar 25, 2019 | $4.3B | $1.7B | 56 | 21 | 5 | n/a | n/a |
| 2017 | Mar 23, 2018 | $5.0B | $1.7B | 54 | 19 | 3 | n/a | n/a |
| 2016 | Mar 30, 2017 | $4.9B | $1.4B | 63 | 17 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $6.1B | $1.3B | 68 | 17 | n/a | n/a | n/a |
| 2014 | Mar 13, 2015 | $7.5B | $1.4B | 69 | 19 | n/a | 2 | $24.3M |
| 2013 | Mar 10, 2014 | $7.7B | $1.4B | 69 | 19 | n/a | 2 | $40.2M |
| 2012 | Mar 21, 2013 | $6.7B | $1.2B | 60 | 16 | n/a | 2 | $66.7M |
| 2011 | Mar 27, 2012 | $5.4B | $1.1B | n/a | n/a | n/a | 3 | $123M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 8 | -8 | n/a | 0 | 0 | 0 | 0 | 9 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $2.7B | $2.4B | 11.0% | $2.4B | 4.4% | 28 | 25 | 3 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 6 | Feb 26, 2026 | Feb 26, 2026 | Paris | Firm absorbed | RIA to RIA | 85.7% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WEDGEWOOD PARTNERS, INC. | 2 | Aug 7, 2023 | Aug 11, 2023 | ST LOUIS, MO | Team lift out | RIA to RIA | 33.3% |