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CRD 164111
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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 |
|---|---|---|---|---|---|---|
| V••••• B•••••• | Chartered Financial Analyst | DALLAS, TX | 0 | 14 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| S•••••• A••••• L• | Hedge Fund | $89.2M | Mar 26, 2024 | 14 | Jun 20, 2012 | reported | 021-182061 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••••• V••••• | Member | E | yes | 03/2012 | Jun 20, 2012 | Mar 26, 2024 |
| B••••••• V••••• | CHIEF INVESTMENT OFFICER, LIMITED PARTNER | D | yes | 03/2012 | Jun 20, 2012 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| S•••••• G•• L•• | n/a | n/a | n/a | N | yes | n/a |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $15.2M | $17.8M | -15.1% | $109M | -48.3% | 2 | 2 | 0 | 0 |
| GENERAL PARTNER |
| Na |
| yes |
| 03/2012 |
| Jun 18, 2021 |
| Mar 26, 2024 |
| M••••• S•••• D••• | CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER | Na | no | 01/2024 | Mar 26, 2024 | Mar 26, 2024 |
| Jan 16, 2026 |
| $15.2M |
| $15.2M |
| 2 |
| 1 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 31, 2025 | $17.8M | $17.8M | 2 | 1 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $104M | $104M | 3 | 2 | 0 | 1 | $89.2M |
| 2022 | Mar 23, 2023 | $109M | $109M | 3 | 3 | 0 | 1 | $92.7M |
| 2021 | Feb 25, 2022 | $179M | $179M | 4 | 4 | 0 | 1 | $130M |
| 2020 | Feb 10, 2021 | $176M | $176M | 2 | 2 | 0 | 1 | $137M |
| 2019 | Mar 4, 2020 | $129M | $129M | 5 | 5 | 0 | 1 | $83.3M |
| 2018 | Mar 18, 2019 | $135M | $135M | 5 | 5 | 0 | 1 | $101M |
| 2017 | Mar 27, 2018 | $139M | $139M | 3 | 3 | 0 | 1 | $139M |
| 2016 | Mar 23, 2017 | $124M | $124M | 3 | 3 | n/a | 1 | $103M |
| 2015 | Mar 18, 2016 | $192M | $192M | 6 | 4 | n/a | 1 | $165M |
| 2014 | Mar 18, 2015 | $215M | $215M | 6 | 4 | n/a | 1 | $195M |
| 2013 | Mar 27, 2014 | $50.1M | $50.1M | 5 | 4 | n/a | 1 | $21.4M |
| 2012 | Apr 1, 2013 | $30.0M | $30.0M | 4 | 3 | n/a | 1 | $10.0M |