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CRD 154065
SOUTHFIELD, MI
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 |
|---|---|---|---|---|---|---|---|
| THE FISHER FAIRWAY FUND, LP | Hedge Fund | $62.8M | Mar 27, 2018 | 26 | Mar 23, 2012 | reported | 021-153844 |
| THE FISHER FAIRWAY MASTER FUND, LTD | Hedge Fund | $56.4M | Mar 27, 2018 | 3 | Mar 23, 2012 | reported | 021-153845 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CUMMINGS, JULIE, FISHER | Trustee | F | yes | 05/2005 | Mar 23, 2012 | Mar 27, 2018 |
| CUMMINGS, PETER, DAVID | BOARD OF MANAGERS | Na | yes | 06/2007 | Mar 23, 2012 | Mar 27, 2018 |
| FGE MANAGER, INC. | MANAGING MEMBER | Na | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| FISHER, MARJORIE, MARTIN | Trustee | F | yes | 10/2005 | Mar 23, 2012 | Mar 27, 2018 |
| FISHER, PHILLIP, WILLIAM | Trustee | F | yes | 09/1997 | Mar 23, 2012 | Mar 27, 2018 |
| FISHER, PHILLIP, WILLIAM | BOARD OF MANAGERS | Na | yes | 05/2010 | Mar 23, 2012 | Mar 27, 2018 |
| HOWARD, JANET, LEE | CHIEF FINANCIAL OFFICER | Na | yes | 05/2012 | Jul 9, 2012 | Mar 27, 2018 |
| JAFFE, IRA, JOEL | CHIEF EXECUTIVE OFFICER / BOARD OF MANAGERS | Na | yes | 06/2007 | Mar 23, 2012 | Mar 27, 2018 |
| JULIE F. CUMMINGS REVOCABLE TRUST | Shareholder | F | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| MARJORIE M. FISHER REVOCABLE TRUST | Shareholder | F | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| PHILLIP WM. FISHER REVOCABLE TRUST | Shareholder | F | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| SHERMAN FAMILY MARTINIQUE TRUST | Shareholder | F | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| SHERMAN, DAVID, LAWRENCE | Trustee | F | yes | 10/2006 | Mar 23, 2012 | Mar 27, 2018 |
| SHERMAN, JANE, FISHER | BOARD OF MANAGERS | Na | yes | 06/2007 | Mar 23, 2012 | Mar 27, 2018 |
| TFG HOLDINGS, INC. | Owner | E | yes | 12/2008 | Mar 23, 2012 | Mar 27, 2018 |
| WYMAN, BRUCE, BURROWES | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2010 | Mar 23, 2012 | Mar 27, 2018 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FFF GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FGE MANAGER, INC. | n/a | n/a | n/a | N | yes | n/a |
| IRA J. JAFFE | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Mar 27, 2018 | $731M | $119M | 11 | 3 | 0 | 2 | $119M |
| 2016 | Mar 22, 2017 | $746M | $115M | 15 | 6 | n/a | 2 | $115M |
| 2015 | Mar 23, 2016 | $752M | $127M | 14 | 4 | n/a | 2 | $127M |
| 2014 | Mar 23, 2015 | $822M | $140M | 13 | 4 | n/a | 2 | $140M |
| 2013 | Mar 17, 2014 | $812M | $142M | 12 | 4 | n/a | 2 | $142M |
| 2012 | Mar 21, 2013 | $779M | $134M | 12 | 4 | n/a | 2 | $134M |
| 2011 | Mar 23, 2012 | $690M | $454M | n/a | n/a | n/a | 2 | $132M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | $731M | $746M | -2.1% | $822M | -3.8% | 11 | 15 | 0 | n/a |