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CRD 300140
SEATTLE, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICK THOMAS CONKLIN | Certified Financial Planner | SEATTLE, WA | 7 | 13 | 2 | no |
| ALEX WALTER PETERS | Chartered Financial Analyst | SEATTLE, WA | 7 | 36 | n/a | no |
| DAVID HENRY HOHIMER | n/a | SEATTLE, WA | 7 | 35 | 3 | no |
| JACK HENRY HOHIMER | n/a | SEATTLE, WA | 6 | 26 | n/a | no |
| Theresa Ann Kenyon | n/a | SEATTLE, WA | 5 | 15 | n/a | no |
| Bryan Eric Abdelnoor | Certified Financial Planner | SEATTLE, WA | 4 | 21 | 8 | no |
| KYLE CHRISTIAN BALCOS | n/a | Black Diamond, WA | SEATTLE, WA | 3 | 15 | 2 | no |
| DAVID JOHN SIMPSON | n/a | SEATTLE, WA | 2 | 12 | 1 | no |
| LARRY LARS KNUDSEN | n/a | SEATTLE, WA | 1 | 42 | 6 | no |
| Curtis Nilsen | n/a | SEATTLE, WA | 1 | 14 | n/a | no |
| JENNIFER R WEAVER | n/a | SEATTLE, WA | 1 | 28 | 3 | no |
| PHILIP DUANE TOM | n/a | Las Vegas, NV | SEATTLE, WA | 1 | 43 | 3 | no |
| BALJIT KAUR GILL | n/a | SEATTLE, WA | 0 | 11 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| US AFFORDABLE HOUSING FUND 1 LP | Real Estate Fund | $12.4M | Jul 24, 2026 | 12 | Mar 11, 2024 | reported | n/a |
| US RESIDENTIAL DEVELOPMENT FUND | n/a | $6.4M | Jul 24, 2026 | 24 | Jul 24, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HOHIMER, DAVID, HENRY | PRINCIPAL/MANAGING MEMBER | E | yes | 01/2019 | Jan 28, 2019 | Mar 11, 2024 |
| TARABAN, OREST, NICHOLAS | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2019 | Apr 11, 2019 | Mar 11, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| BLACK DIAMOND | Wa | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.3B | $1.2B | 12 | 10 | 2 | 2 | n/a |
| 2024 | Mar 31, 2025 | $994M | $922M | 9 | 8 | 1 | 1 | n/a |
| 2023 | Mar 11, 2024 | $796M | $729M | 8 | 6 | 1 | 1 | $12.4M |
| 2022 | Mar 23, 2023 | $686M | $636M | 9 | 6 | 0 | n/a | n/a |
| 2021 | Mar 21, 2022 | $938M | $859M | 8 | 5 | 0 | n/a | n/a |
| 2020 | Mar 22, 2021 | $682M | $620M | 9 | 5 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $570M | $518M | 8 | 7 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 5 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $994M | 26.4% | $686M | 22.3% | 12 | 9 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 4 | Apr 18, 2019 | Nov 22, 2023 | SEATTLE, WA | Team lift out | Wirehouse to new firm | 0.0% |