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CRD 108527
CHATTANOOGA, TN
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRANT, ROBERT, ARTHUR | ELECTED MANAGER | Na | yes | 01/2014 | Mar 30, 2012 | Sep 28, 2015 |
| BROWN, SCOTT, NEWTON | ELECTED MANAGER | Na | yes | 07/2010 | Mar 30, 2012 | Sep 28, 2015 |
| FARRELL, BREEGE, ANNE | ELECTED MANAGER | Na | yes | 04/2011 | Mar 30, 2012 | Sep 28, 2015 |
| FINLAY, LORI, BROWN | ELECTED MANAGER | Na | yes | 07/2010 | Mar 30, 2012 | Sep 28, 2015 |
| HENSLEY, ROBERT, EDWARD | ELECTED MANAGER | Na | yes | 01/2014 | Mar 30, 2012 | Sep 28, 2015 |
| JULLIENNE, JEAN, PAUL | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | Na | yes | 06/2015 | Jul 16, 2015 | Sep 28, 2015 |
| MILLER, BEN, STEPHEN | ELECTED MANAGER | Na | yes | 07/2008 | Mar 30, 2012 | Sep 28, 2015 |
| PARKER, JASON, WESLEY | ELECTED MANAGER | Na | yes | 07/2010 | Mar 30, 2012 | Sep 28, 2015 |
| Royal, Jonathan, Matthew | ELECTED MANAGER | Na | yes | 09/2015 | Sep 28, 2015 | Sep 28, 2015 |
| SIIRA, TYLER, WALTER | ELECTED MANAGER | Na | yes | 12/2014 | Mar 26, 2015 | Sep 28, 2015 |
| SMITH, SCOTT, JOSEPH | ELECTED MANAGER | Na | yes | 07/2010 | Mar 30, 2012 | Sep 28, 2015 |
| STUTTS, WILLIAM, RALPH | ELECTED MANAGER | Na | yes | 07/2010 | Mar 30, 2012 | Sep 28, 2015 |
| UNUM GROUP | Member | E | yes | 02/2007 | Mar 30, 2012 | Sep 28, 2015 |
| VANCE, WILLIAM, BENSON | ELECTED MANAGER | Na | yes | 07/2008 | Mar 30, 2012 | Sep 28, 2015 |
| WHITE, THOMAS, ARTHUR HENRY | ELECTED MANAGER | Na | yes | 09/2000 | Mar 30, 2012 | Sep 28, 2015 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 26, 2015 | $49B | $49B | 40 | 26 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $46B | $46B | 42 | 26 | n/a | n/a | n/a |
| 2012 | Mar 19, 2013 | $49B | $49B | 35 | 26 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $47B | $47B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $49B | $46B | 6.2% | $47B | 1.5% | 40 | 42 | n/a | n/a |