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CRD 150632
EL SEGUNDO, CA
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 |
|---|---|---|---|---|---|---|
| GEOFFREY IRA EDELSTEIN | Chartered Financial Analyst | EL SEGUNDO, CA | 14 | 17 | n/a | no |
| CRAIG ODELL BAILEY | n/a | EL SEGUNDO, CA | 0 | 21 | 4 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PELICANVIEW TOTAL RETURN FUND, LLC | Hedge Fund | $88.9M | Mar 30, 2026 | 7 | Mar 26, 2012 | reported | 021-175959 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EDELSTEIN, GEOFFREY, IRA | MANAGING MEMBER | Na | yes | 06/2009 | Mar 30, 2026 | Mar 30, 2026 |
| FORAN, ROBERT, WILLIAM | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | B | yes | 08/2009 | Mar 30, 2026 | Mar 30, 2026 |
| HAN, EDWARD, SUNG SOO | Member | B | yes | 05/2011 | Mar 30, 2026 | Mar 30, 2026 |
| HOO, JEFFREY, JAMES | Member | Na | yes | 04/2011 | Mar 30, 2026 | Mar 30, 2026 |
| LOPEZ, PETER, ORLANDO | MANAGING MEMBER | B | yes | 07/2011 | Mar 30, 2026 | Mar 30, 2026 |
| MORSE, DOUGLAS, JOHN | MANAGING MEMBER | Na | yes | 07/2011 | Mar 30, 2026 | Mar 30, 2026 |
| ROLLE', ERIK, UWE | Member | B | yes | 07/2011 | Mar 30, 2026 | Mar 30, 2026 |
| ROLLE', GARY, UWE | Member | Na | yes | 01/2011 | Mar 30, 2026 | Mar 30, 2026 |
| SHASKAN, JOSHUA, DAVID | Member | Na | yes | 04/2011 | Mar 30, 2026 | Mar 30, 2026 |
| SLOCUM, BRADLEY, GILES | MANAGING MEMBER | Na | yes | 01/2011 | Mar 30, 2026 | Mar 30, 2026 |
| EDELSTEIN, GEOFFREY, IRA | Trustee | D | yes | 09/2011 | Dec 22, 2011 | Sep 5, 2024 |
| GARY AND DELLA ROLLE TRUST | Member | E | yes | 01/2012 | Mar 12, 2013 | Sep 5, 2024 |
| HOO, JEFFREY, JAMES | Trustee | D | yes | 10/2016 | Dec 22, 2011 | Sep 5, 2024 |
| MORSE, DOUGLAS, JOHN | Trustee | D | yes | 12/2015 | Dec 22, 2011 | Sep 5, 2024 |
| ROLLE', GARY, UWE | Trustee | D | yes | 01/2012 | Dec 22, 2011 | Sep 5, 2024 |
| SHASKAN, JOSHUA, DAVID | Trustee | D | yes | 09/2012 | Dec 22, 2011 | Sep 5, 2024 |
| SLOCUM, BRADLEY, GILES | Trustee | E | yes | 09/2011 | Dec 22, 2011 | Sep 5, 2024 |
| ROLLE FINANCIAL, LLC | Member | A | no | 01/2012 | Mar 30, 2026 | Mar 30, 2026 |
| ABARE, MICHAEL, JOSEPH | Trustee | D | no | 12/2015 | Mar 15, 2016 | Sep 5, 2024 |
| BRADLEY G. SLOCUM TRUST | MANAGING MEMBER | B | no | 09/2011 | Mar 12, 2013 | Sep 5, 2024 |
| EDELSTEIN TRUST | MANAGING MEMBER | B | no | 09/2011 | Mar 12, 2013 | Sep 5, 2024 |
| EDELSTEIN, ALISON, WEIRICK | Trustee | D | no | 09/2011 | Mar 12, 2013 | Sep 5, 2024 |
| JEFFREY HOO & SHIRLEY WANG REVOCABLE TRUST | Member | B | no | 10/2016 | Jan 17, 2017 | Sep 5, 2024 |
| JOSHUA D. SHASKAN AND LISA M. SHASKAN REVOCABLE TRUST | Member | B | no | 09/2012 | Mar 12, 2013 | Sep 5, 2024 |
| MORSE-ABARE FAMILY TRUST | MANAGING MEMBER | A | no | 12/2015 | Mar 15, 2016 | Sep 5, 2024 |
| ROLLE, DELLA, VALERIE | Trustee | D | no | 01/2012 | Mar 12, 2013 | Sep 5, 2024 |
| SHASKAN, LISA, MARIE | Trustee | D | no | 09/2012 | Mar 12, 2013 | Sep 5, 2024 |
| WANG, SHIRLEY, SHIAN-LAN | Trustee | D | no | 10/2016 | Jan 17, 2017 | Sep 5, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SAN FRANCISCO | CA | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.8B | $1.8B | 20 | 14 | 1 | 1 | n/a |
| 2024 | Mar 14, 2025 | $2.4B | $2.4B | 22 | 15 | 1 | 1 | n/a |
| 2023 | Mar 15, 2024 | $2.7B | $2.7B | 22 | 15 | 1 | 1 | $62.2M |
| 2022 | Mar 24, 2023 | $2.6B | $2.6B | 22 | 16 | 1 | 1 | $48.7M |
| 2021 | Mar 14, 2022 | $3.6B | $3.6B | 22 | 16 | 1 | 1 | $61.6M |
| 2020 | Mar 16, 2021 | $3.1B | $3.1B | 20 | 15 | 1 | 1 | $49.7M |
| 2019 | Mar 13, 2020 | $2.3B | $2.3B | 20 | 15 | 1 | 1 | $39.1M |
| 2018 | Mar 15, 2019 | $1.6B | $1.6B | 20 | 15 | 1 | 1 | $30.2M |
| 2017 | Mar 19, 2018 | $1.8B | $1.8B | 19 | 14 | 1 | 1 | $31.2M |
| 2016 | Mar 15, 2017 | $1.6B | $1.6B | 18 | 13 | n/a | 1 | $23.3M |
| 2015 | Mar 15, 2016 | $1.3B | $1.3B | 18 | 13 | n/a | 1 | $22.2M |
| 2014 | Mar 16, 2015 | $1.1B | $1.1B | 17 | 12 | n/a | 1 | $21.7M |
| 2013 | Mar 17, 2014 | $768M | $768M | 16 | 10 | n/a | 1 | $19.2M |
| 2012 | Mar 12, 2013 | $645M | $645M | 15 | 8 | n/a | 1 | $14.4M |
| 2011 | Mar 26, 2012 | $496M | $496M | n/a | n/a | n/a | 1 | $14.0M |
| 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% | 1 | 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 | $1.8B | $2.4B | -24.4% | $2.6B | -11.1% | 20 | 22 | 1 | 1 |