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CRD 319493
OLD BRIDGE, NJ
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 |
|---|---|---|---|---|---|---|
| A••••• C••••• S••••••• | n/a | OLD BRIDGE, NJ | 4 | 13 | 1 | no |
| P•••••• J••••• F•••••• | n/a | OLD BRIDGE, NJ | Ronkonkoma, NY | 3 | 14 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| T•• S•••••••• F••• L•• | Private Equity Fund | $23.2M | Dec 12, 2024 | 549 | Dec 12, 2024 | reported | 021-399592 |
| T•• S•••••••• S•••••••• F••• L•• | Private Equity Fund | $11.9M | Dec 12, 2024 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••• S••••••••• C•••••• | PRESIDENT, CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Dec 12, 2024 | Dec 12, 2024 |
| S•••••••• A••••• | MANAGER/SOLE MEMBER | E | yes | 11/2021 | Dec 12, 2024 | Dec 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B••••••••• F••••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| Q•••••• A••••••• G••••• L•• | n/a | State registered | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| JERSEY CITY | Nj | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 2 | 1 | 25.0% | 0 | 1 | 0 | 5 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $135M | $75.4M | 78.9% | n/a | n/a | 10 | 7 | 2 | 1 |
| yes |
| C•••• S••••• | n/a | Ronkonkoma, NY | OLD BRIDGE, NJ | 3 | 10 | n/a | yes |
| L•• C•••••• F•••••• | n/a | Manorville, NY | OLD BRIDGE, NJ | 1 | 29 | n/a | no |
| P•••••• W• F••••• | n/a | OLD BRIDGE, NJ | 0 | 28 | 3 | no |
| B••••• R•••••• B•••••••• | n/a | OLD BRIDGE, NJ | 0 | 12 | 1 | no |
| O••• K• A•••••• | n/a | OLD BRIDGE, NJ | 0 | 13 | 2 | yes |
| 299 |
| Dec 12, 2024 |
| reported |
| 021-450031 |
| T•• S•••••••• S•••••••• F••• 2• L•• | Private Equity Fund | $7.3M | Dec 12, 2024 | 100 | Dec 12, 2024 | reported | n/a |
| T•• S•••••••• F••• 5• L•• | Private Equity Fund | $5.8M | Dec 12, 2024 | 74 | Dec 12, 2024 | reported | 021-522004 |
| T•• S•••••••• F••• 2• L•• | Private Equity Fund | $5.2M | Dec 12, 2024 | 47 | Dec 12, 2024 | reported | 021-504404 |
| T•• S•••••••• F••• 3• L•• | Private Equity Fund | $4.7M | Dec 12, 2024 | 83 | Dec 12, 2024 | reported | 021-504416 |
| T•• V•••••• F••• L•• | Private Equity Fund | $4.0M | Dec 12, 2024 | 98 | Dec 12, 2024 | reported | n/a |
| T•• S•••••••• F••• 4• L•• | Private Equity Fund | $3.9M | Dec 12, 2024 | 49 | Dec 12, 2024 | reported | 021-504439 |
| T•• S•••••••• F••• 6• L•• | Private Equity Fund | $2.2M | Dec 12, 2024 | 40 | Dec 12, 2024 | reported | 021-523097 |
| T•• S••••••• G•••• L•• |
| SOLE MEMBER |
| E |
| yes |
| 11/2021 |
| Dec 12, 2024 |
| Dec 12, 2024 |
| T•• S••••••• G•••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| T•• S••••••••• G• L•• | n/a | n/a | n/a | N | yes | n/a |
| $135M |
| $135M |
| 10 |
| 9 |
| 2 |
| 12 |
| n/a |
| 2024 | Mar 7, 2025 | $75.4M | $75.4M | 7 | 6 | 1 | 9 | n/a |