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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 10b 100b

SALI FUND SERVICES

SALI FUND MANAGEMENT, LLC, CRD 124235

AUSTIN, TX

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Search this name across graphsid dfx:ria:0d840c6c-b7e6-2abc-0478-50f5d6ae6e34

Data as of Aug 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 272
Dated events: 19
On other graphs: 5
Observed: Dec 15, 2011 to Aug 25, 2026
74 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Sali Fund Services

Venture manager · shared crd

Independent Sponsorsidentity

Sali Fund Services

Capital provider to sponsors · shared crd

Private Equityidentity

Sali Fund Services

Private equity manager · shared crd

Private Creditidentity

SALI FUND SERVICES

Private credit manager · shared crd

Real Estate Fundsidentity

Sali Fund Services

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.98 institutional_share=0.02 related_bd=false related_bank=true bd_reps=1.0
Regulatory AUM: $46BItem 5.F on the latest filing (2026-08-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $46B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $46Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 79
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 335
Private funds: 240Schedule D 7.B(1)
Custody, client assets: $45B
SEC number: 801-61702
CIK: 14252
CRD: 124235
Filings on the tape: 74
First filed: Dec 15, 2011
Latest filed: Aug 25, 2026
Organised: Limited Liability Company, DE
Website: sali.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
THOMAS ALBERT NIEMAN	n/a	n/a	16	23	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 259

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MILLENNIUM GLOBAL ESTATE SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Hedge Fund	$2.7B	Oct 31, 2024	34	Mar 31, 2014	reported	021-76044
GOLUB CAPITAL INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LP	Hedge Fund	$2.2B	Oct 31, 2024	33	Mar 9, 2012	reported	021-76044
ARES CREDIT STRATEGIES INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LP	Hedge Fund	$815M	Oct 31, 2024	14	Jul 18, 2017	reported	021-76044
COLLATERALIZED LOAN OBLIGATIONS (INSURANCE DEDICATED) FUND SERIES OF THE SALI SVW MULTI-SERIES FUND, L.P.	Other Private Fund	$770M	Oct 31, 2024	1	Jul 19, 2024	reported	021-334544
U.S. MORTGAGES (INSURANCE DEDICATED) FUND SERIES INTERESTS OF THE SALI SVW MULTI-SERIES FUND, L.P.	Other Private Fund	$677M	Oct 31, 2024	1	Jul 22, 2019	reported	021-334544
ALTERNATIVES ACCESS FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$671M	Oct 31, 2024	2	Mar 30, 2021	reported	021-76044
KKR CPS INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$608M	Oct 31, 2024	1	Sep 7, 2023	reported	021-76044
BLACKSTONE DIVERSIFIED ALTERNATIVES IDF SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$507M	Oct 31, 2024	2	Jan 17, 2018	reported	021-76044
GOLDENTREE INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Hedge Fund	$463M	Oct 31, 2024	26	Mar 31, 2015	reported	021-76044
PARTNERS GROUP PRIVATE MARKETS INSURANCE FUND I SERIES INTERESTS OF THE SALI MULTI-SERIES FUND IX, L.P.	Private Equity Fund	$455M	Oct 31, 2024	1	Jan 17, 2018	reported	021-294639
NEUBERGER BERMAN INSURANCE FUND III SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$423M	Oct 31, 2024	2	Jan 17, 2018	reported	021-76044
BLACKSTONE PRIVATE STRATEGIES IDF SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$414M	Oct 31, 2024	3	Jan 4, 2019	reported	021-76044
KKR INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$378M	Oct 31, 2024	3	Feb 27, 2019	reported	021-76044
NEUBERGER BERMAN INSURANCE FUND IV SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LP	Private Equity Fund	$335M	Oct 31, 2024	1	Jan 4, 2019	reported	021-76044
CORE MORTGAGE INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI SVW MULTI-SERIES FUND, L.P.	Other Private Fund	$322M	Oct 31, 2024	1	Jul 22, 2019	reported	021-334544
PARTNERS GROUP PRIVATE EQUITY INSURANCE DEDICATED FUND I, A SERIES OF PARTNERS GROUP INSURANCE DEDICATED FUND, L.P.	Private Equity Fund	$312M	Oct 31, 2024	2	Nov 29, 2021	reported	021-428422
WESTERN ASSET BASEL III EFFICIENT PORTFOLIO SERIES INTERESTS OF THE SALI SVW MULTI-SERIES FUND, L.P.	Other Private Fund	$302M	Oct 31, 2024	1	Mar 22, 2022	reported	021-334544
SALI SELECT THIRD POINT SERIES INTERESTS OF THE SALI SELECT SERIES, L.P.	Hedge Fund	$301M	Oct 31, 2024	4	Nov 9, 2017	reported	021-289653
KKR CPS INSURANCE DEDICATED FUND II SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$300M	Oct 31, 2024	1	Mar 29, 2024	reported	021-76044
KKR INSURANCE DEDICATED FUND II SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$294M	Oct 31, 2024	2	Sep 19, 2022	reported	021-76044
COVENANT GLOBAL EQUITIES FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND II, LP	Hedge Fund	$274M	Oct 31, 2024	161	Mar 9, 2012	reported	021-136037
PINEBRIDGE PRIVATE EQUITY INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$271M	Oct 31, 2024	2	Jul 22, 2019	reported	021-76044
SHENKMAN SHORT DURATION INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Hedge Fund	$271M	Oct 31, 2024	3	Mar 30, 2020	reported	021-76044
HPS PRIVATE CREDIT INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Hedge Fund	$262M	Oct 31, 2024	4	Jan 14, 2021	reported	021-76044
BROOKFIELD INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.	Private Equity Fund	$262M	Oct 31, 2024	2	Mar 30, 2020	reported	021-76044

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
Bellush, Gregory, William	CHIEF FINANCIAL OFFICER	Na	yes	06/2020	Nov 9, 2017	Oct 31, 2024
Chang, Chi	CHIEF COMPLIANCE OFFICER / GENERAL COUNSEL	Na	yes	12/2016	Mar 17, 2017	Oct 31, 2024
JTC GROUP HOLDINGS (UK) LIMITED	Member	E	yes	03/2023	Sep 7, 2023	Oct 31, 2024
JTC GROUP HOLDINGS LIMITED	Member	E	yes	03/2023	Sep 7, 2023	Oct 31, 2024
JTC GROUP LIMITED	Member	E	yes	03/2023	Sep 7, 2023	Oct 31, 2024
JTC PLC	Member	E	yes	11/2021	Nov 29, 2021	Oct 31, 2024
JTC USA HOLDINGS, INC	Member	E	yes	11/2021	Nov 29, 2021	Oct 31, 2024
KATZ, JONAS, CALIBAN	CHIEF MARKETING OFFICER	Na	yes	10/2016	Mar 30, 2020	Oct 31, 2024
NIEMAN, THOMAS, ALBERT	MANAGING DIRECTOR	Na	yes	06/2020	Dec 15, 2011	Oct 31, 2024
Philp, James, Parker	DIRECTOR OF INVESTMENT RESEARCH	Na	yes	01/2022	Mar 29, 2023	Oct 31, 2024
Vail, Cameron, Jay	MANAGING DIRECTOR	Na	yes	01/2024	Aug 26, 2020	Oct 31, 2024

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
ESSENTIAL FUND SERVICES, LLC	n/a	n/a	n/a	N	yes	n/a
NES FINANCIAL CORP	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS II, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS III, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS IV, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS IX, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS SVW, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS V, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS VII, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS X, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS XI, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS XII, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS XIII, LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS XIV LLC	n/a	n/a	n/a	N	yes	n/a
SALI FUND PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
SALI SELECT PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$42B	$42B	79	5	0	227	n/a
2024	Mar 28, 2025	$34B	$34B	64	5	0	198	n/a
2023	Mar 29, 2024	$24B	$24B	55	5	0	177	$26B
2022	Mar 29, 2023	$19B	$19B	53	5	0	151	$22B
2021	Mar 22, 2022	$17B	$17B	49	6	0	139	$18B
2020	Mar 30, 2021	$16B	$16B	48	6	0	131	$16B
2019	Mar 30, 2020	$13B	$13B	41	5	1	133	$12B
2018	Mar 28, 2019	$9.5B	$9.5B	45	7	1	124	$9.5B
2017	Mar 21, 2018	$7.9B	$7.9B	44	7	1	115	$7.9B
2016	Mar 17, 2017	$5.5B	$5.5B	40	10	n/a	99	$5.1B
2015	Mar 30, 2016	$5.1B	$5.1B	37	10	n/a	94	$5.1B
2014	Mar 31, 2015	$4.0B	$4.0B	23	7	n/a	72	$4.0B
2013	Mar 31, 2014	$4.0B	$4.0B	20	7	n/a	64	$4.0B
2012	Mar 28, 2013	$3.5B	$3.5B	19	7	n/a	57	$3.5B
2011	Mar 30, 2012	$2.5B	$2.5B	n/a	n/a	n/a	55	$2.6B

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$46B	$34B	36.4%	$19B	34.8%	79	64	0	0

Relationships

showing 80 of 272

Advises (80)

→ AB PRIVATE CREDIT INVESTORS INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.PPrivate fundOther Private Fund, IA
Jul 19, 2024 to presentfactForm ADV
→ SB DIVERSIFIED ASSET FUND I SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundHedge Fund, IA
Oct 25, 2019 to presentfactForm ADV
→ BLUE OWL GP STAKES INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundHedge Fund, IA
Sep 7, 2023 to presentfactForm ADV
→ HPS INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Jan 17, 2018 to presentfactForm ADV
→ THE COMMERCE TRUST COMPANY INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Mar 9, 2012 to presentfactForm ADV
→ MODERATE GROWTH INSURANCE FUND, A SERIES INTEREST OF THE SALI MULTI-SERIES FUND, L.P.Private fundOther Private Fund, IA
Feb 12, 2024 to presentfactForm ADV
→ BAIN CAPITAL INSURANCE DEDICATED FUND II SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Nov 2, 2021 to presentfactForm ADV
→ GERBER TAYLOR INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundHedge Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ ARES CREDIT STRATEGIES INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Jul 18, 2017 to presentfactForm ADV
→ SEVEN BRIDGES STRATEGIC EQUITY FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Mar 9, 2012 to presentfactForm ADV
→ LANDMARK PARTNERS INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ PEG INSURANCE DEDICATED FUND 2019 SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Nov 25, 2019 to presentfactForm ADV
→ CARLYLE PRIVATE EQUITY SERIES II INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Apr 16, 2018 to presentfactForm ADV
→ SB DIVERSIFIED ASSET FUND V SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundHedge Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ SB DIVERSIFIED ASSET FUND IV SERIES INTERESTS OF THE SALI MULTI-SERIES FUND,L.P.Private fundHedge Fund, IA
Jan 14, 2021 to presentfactForm ADV
→ NEUBERGER BERMAN INSURANCE FUND V SERIES INTERESTS OF THE SALI MULTI-SERIES FUND LPPrivate fundPrivate Equity Fund, IA
Feb 27, 2019 to presentfactForm ADV
→ CCA CORE RETURN INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundHedge Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ KKR CPS INSURANCE DEDICATED FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Sep 7, 2023 to presentfactForm ADV
→ NEUBERGER BERMAN INSURANCE FUND XIII SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Jul 19, 2024 to presentfactForm ADV
→ CERBERUS SFR IDF PARTNERS SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundReal Estate Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ CAPITAL OPTIMIZED FIXED INCOME (INSURANCE DEDICATED) FUND SERIES INTERESTS OF THE SALI SVW MULTI-SERIES FUND, L.P.Private fundOther Private Fund, IA
Jan 14, 2021 to presentfactForm ADV
→ H&L INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND VI, L.P.Private fundHedge Fund, IA
Mar 31, 2015 to presentfactForm ADV
→ GOLUB CAPITAL INSURANCE FUND II SERIES INTERESTS OF THE SALI MULTI-SERIES FUND IV, L.P.Private fundHedge Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ GOLD OPPORTUNITIES FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND V, L.P.Private fundHedge Fund, IA
Oct 1, 2020 to presentfactForm ADV
→ BOULDER LAKE INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Mar 9, 2012 to presentfactForm ADV
→ NEUBERGER BERMAN INSURANCE FUND XI SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ BLUEBERRY HILL INSURANCE FUND SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundOther Private Fund, IA
Mar 29, 2023 to presentfactForm ADV
→ VIDA INSURANCE FUND II SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, LPPrivate fundHedge Fund, IA
Jul 25, 2018 to presentfactForm ADV
→ PEG INSURANCE DEDICATED FUND 2023 SERIES INTERESTS OF THE SALI MULTI-SERIES FUND, L.P.Private fundPrivate Equity Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ PARTNERS GROUP PRIVATE MARKETS INSURANCE FUND II, A SERIES OF SALI MULTI-SERIES FUND IX, L.P.Private fundPrivate Equity Fund, IA
Feb 12, 2024 to presentfactForm ADV
and 50 more

Dated events

Occurred
Mar 28, 2025
Regulatory AUM changed
Sali Fund Services reported RAUM $33.7B, up 41% from $23.9B (2025-02-07 to 2025-03-28)
Form ADVobserved 6 days ago
$9.8B
Occurred
Mar 29, 2024
Regulatory AUM changed
Sali Fund Services reported RAUM $23.9B, up 27% from $18.8B (2024-02-12 to 2024-03-29)
Form ADVobserved 6 days ago
$5.1B
Occurred
Mar 29, 2024
Control person left
Christopher Joseph Barry (Director Of Risk Management) no longer on Schedule A of Sali Fund Services (listed 2024-02-12, absent 2024-03-29)
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Control person joined
Parker James Philp (Director Of Investment Research) appeared on Schedule A of Sali Fund Services
Form ADVobserved 6 days ago
Occurred
Mar 29, 2023
Control person left
Eric Naison-Phillips (President / Director) no longer on Schedule A of Sali Fund Services (listed 2023-03-01, absent 2023-03-29)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2021
Control person left
Bruce Michael Liebeskind (Member) no longer on Schedule A of Sali Fund Services (listed 2021-11-04, absent 2021-11-29)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2021
Control person left
B Kevin Bhatt (Director) no longer on Schedule A of Sali Fund Services (listed 2021-11-04, absent 2021-11-29)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2021
Control person left
Gerard James Brown (Elected Manager) no longer on Schedule A of Sali Fund Services (listed 2021-11-04, absent 2021-11-29)
Form ADVobserved 6 days ago
Occurred
Nov 29, 2021
Control person left
Dilip Patel (Director) no longer on Schedule A of Sali Fund Services (listed 2021-11-04, absent 2021-11-29)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2021
Regulatory AUM changed
Sali Fund Services reported RAUM $15.9B, up 27% from $12.6B (2021-01-14 to 2021-03-30)
Form ADVobserved 6 days ago
$3.3B
Occurred
Oct 1, 2020
Control person left
Patricia Karen Halliday (Director) no longer on Schedule A of Sali Fund Services (listed 2020-08-26, absent 2020-10-01)
Form ADVobserved 6 days ago
Occurred
Aug 26, 2020
Control person joined
Jay Cameron Vail (Chief Operating Officer) appeared on Schedule A of Sali Fund Services
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Sali Fund Services reported RAUM $12.6B, up 33% from $9.5B (2020-01-08 to 2020-03-30)
Form ADVobserved 6 days ago
$3.1B
Occurred
Mar 30, 2020
Control person joined
Caliban Jonas Katz (Chief Marketing Officer) appeared on Schedule A of Sali Fund Services
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Christopher Joseph Barry (Director Of Operations) appeared on Schedule A of Sali Fund Services
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person left
Harry Matthew Phillips (Executive Officer) no longer on Schedule A of Sali Fund Services (listed 2020-01-08, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person left
Aaron Abrahms (Executive Officer) no longer on Schedule A of Sali Fund Services (listed 2020-01-08, absent 2020-03-30)
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Control person left
Thornton Campbell Gerrish (Executive Officer) no longer on Schedule A of Sali Fund Services (listed 2019-02-27, absent 2019-03-28)
Form ADVobserved 6 days ago
Occurred
Mar 21, 2018
Regulatory AUM changed
Sali Fund Services reported RAUM $7.9B, up 28% from $6.2B (2018-02-15 to 2018-03-21)
Form ADVobserved 6 days ago
$1.7B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0d840c6c-b7e6-2abc-0478-50f5d6ae6e34
First observed: Dec 15, 2011
Last observed: Aug 25, 2026 27 days 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.