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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

ALLRISE ASSET MANAGEMENT, LLC

CRD 287748

INCLINE VILLAGE, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ceb3864-9e67-fa11-6f47-89eb867131d4

Data as of Jun 20, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2017 to Jun 20, 2017
1 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2017-06-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 10
Advisory employees: 3
Accounts: 0
SEC number: 801-110852
CRD: 287748
Filings on the tape: 1
First filed: Jun 20, 2017
Latest filed: Jun 20, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLRISE FINANCIAL GROUP, INC.	SOLE MEMBER OF ADVISER	E	yes	02/2017	Jun 20, 2017	Jun 20, 2017
Efimkin, Yuliya	CHIEF COMPLIANCE OFFICER	Na	yes	05/2017	Jun 20, 2017	Jun 20, 2017
Evseev, Vladimir	SOLE SHAREHOLDER	E	yes	05/2016	Jun 20, 2017	Jun 20, 2017
Evseev, Vladimir	CHIEF EXECUTIVE OFFICER	Na	yes	05/2017	Jun 20, 2017	Jun 20, 2017

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GEORGE WASHINGTON LENDING, INC.	n/a	n/a	n/a	N	yes	n/a
ORBIS ASSET MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
ROYAL DEVELOPMENT INC.	n/a	n/a	n/a	N	yes	n/a

Relationships

Controls (3)

← Evseev, VladimirOwnerSOLE SHAREHOLDER, ownership code E, individual
Jun 20, 2017 to presentfactForm ADV
← Efimkin, YuliyaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 20, 2017 to presentfactForm ADV
← ALLRISE FINANCIAL GROUP, INC.OwnerSOLE MEMBER OF ADVISER, ownership code E, domestic entity
Jun 20, 2017 to presentfactForm ADV

Dated events

Occurred
Jun 20, 2017
First Form ADV filing
Allrise Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ceb3864-9e67-fa11-6f47-89eb867131d4
First observed: Jun 20, 2017
Last observed: Jun 20, 2017 112 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALLRISE ASSET MANAGEMENT, LLC

CRD 287748

INCLINE VILLAGE, NV

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ceb3864-9e67-fa11-6f47-89eb867131d4

Data as of Jun 20, 2017 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLRISE FINANCIAL GROUP, INC.

SOLE MEMBER OF ADVISER

yes

02/2017

Jun 20, 2017

Efimkin, Yuliya

CHIEF COMPLIANCE OFFICER

yes

05/2017

Jun 20, 2017

Evseev, Vladimir

SOLE SHAREHOLDER

yes

05/2016

Jun 20, 2017

Evseev, Vladimir

CHIEF EXECUTIVE OFFICER

yes

05/2017

Jun 20, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GEORGE WASHINGTON LENDING, INC.

n/a

yes

n/a

ORBIS ASSET MANAGEMENT, LLC

n/a

yes

n/a

ROYAL DEVELOPMENT INC.

n/a

yes

n/a