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CRD 104548
NEW YORK, NY
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| M•••••• D•••• J•••••• | n/a | NEW YORK, NY | 5 | 38 | 2 | no |
| J••• B•••••• C•••• | n/a | NEW YORK, NY | 5 | 31 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| T•• G•••••• G••••• L••••••••• F•••• L•• | Hedge Fund | $2.6M | Feb 14, 2013 | 8 | Mar 26, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| F••••••••• D••••••• M•••••• | CO-PRESIDENT | C | yes | 01/2018 | Mar 26, 2012 | Mar 6, 2024 |
| J••••••• M••••••• D•••• | CO-PRESIDENT | C | yes | 01/2018 | Mar 21, 2019 | Mar 6, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM COAST | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 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% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $970M | 8.8% | $784M | 10.4% | 10 | 10 | 4 | 5 |
| no |
| D•••••• M•••••• F••••••••• | Chartered Financial Analyst | NEW YORK, NY | 5 | 28 | n/a | no |
| C••• R••••• M••••••••• | n/a | Palm Coast, FL | 0 | 41 | 4 | no |
| MANAGING DIRECTOR |
| C |
| no |
| 12/2018 |
| Feb 25, 2026 |
| Feb 25, 2026 |
| F••••••••• B••••• T• | MANAGING DIRECTOR | B | no | 12/2018 | Feb 25, 2026 | Feb 25, 2026 |
| F••••••••• T•••••• A••••• | MANAGING DIRECTOR | Na | no | 01/2006 | Feb 25, 2026 | Feb 25, 2026 |
| S••••• D•••••• K••••• | CHIEF COMPLIANCE OFFICER | Na | no | 10/2022 | Feb 25, 2026 | Feb 25, 2026 |
| Feb 25, 2026 |
| $1.1B |
| $1.0B |
| 10 |
| 4 |
| 4 |
| n/a |
| n/a |
| 2024 | Feb 19, 2025 | $970M | $961M | 10 | 4 | 5 | n/a | n/a |
| 2023 | Feb 15, 2024 | $902M | $894M | 10 | 5 | 5 | n/a | n/a |
| 2022 | Feb 23, 2023 | $784M | $777M | 10 | 5 | 5 | n/a | n/a |
| 2021 | Mar 25, 2022 | $945M | $935M | 10 | 5 | 6 | n/a | n/a |
| 2020 | Feb 24, 2021 | $854M | $845M | 9 | 5 | 4 | n/a | n/a |
| 2019 | Feb 14, 2020 | $822M | $816M | 10 | 7 | 4 | n/a | n/a |
| 2018 | Mar 21, 2019 | $707M | $707M | 11 | 7 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $659M | $542M | 10 | 7 | 0 | n/a | n/a |
| 2016 | May 30, 2017 | $420M | $420M | 5 | 4 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $427M | $424M | 8 | 7 | n/a | n/a | n/a |
| 2013 | Feb 5, 2014 | $395M | $391M | 8 | 7 | n/a | n/a | n/a |
| 2012 | Feb 14, 2013 | $350M | $340M | 9 | 7 | n/a | 1 | $2.6M |
| 2011 | Mar 26, 2012 | $265M | $263M | n/a | n/a | n/a | 1 | $2.6M |