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CRD 107502
LOS ANGELES, 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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| T•• C•••••• P••••••• M••••• F••• L••• | Hedge Fund | $723M | Mar 27, 2026 | 33 | Mar 30, 2016 | reported | 021-128841 |
| T•• C•••••• P••••••• L••• | Hedge Fund | $327M | Aug 10, 2015 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C••••••• P••••• W••••• | MEMBER AND MANAGER | Na | yes | 06/2015 | Jul 1, 2015 | May 16, 2024 |
| C••••••• P••••• W••••• | CO-TRUSTEE | F | yes | 09/2023 | Jul 1, 2015 | May 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| O•••••• C••••••••• | n/a | Independent wealth | $2.2B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $723M | $804M | -10.1% | $783M | -2.6% | 7 | 8 | 0 | 0 |
| 31 |
| Mar 30, 2012 |
| dropped |
| 021-820988 |
| C•••••• I••••••••• P••••••• L•••••• | Hedge Fund | $53.7M | Aug 10, 2015 | 2 | Mar 30, 2012 | dropped | 021-128841 |
| PORTFOLIO MANAGER |
| A |
| yes |
| 05/2024 |
| Mar 29, 2023 |
| May 16, 2024 |
| M•••••• R•••••• M••••• | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 01/2009 | Mar 30, 2012 | May 16, 2024 |
| O•••••• C••••••••• | Member | Na | yes | 01/2018 | Mar 29, 2019 | May 16, 2024 |
| R••••• A• D•• T•••• D•••• M•••• 2•• 2•••• A• A•••••• | Shareholder | F | yes | 03/2000 | Jul 1, 2015 | May 16, 2024 |
| R••••• A• D•• T•••• D•••• M•••• 2•• 2•••• A• A•••••• | Member | E | yes | 06/2015 | Jul 1, 2015 | May 16, 2024 |
| S•••••• R•••••• P••• | CO-TRUSTEE | F | yes | 09/2023 | Oct 13, 2023 | May 16, 2024 |
| Mar 27, 2026 |
| $723M |
| $723M |
| 7 |
| 3 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 31, 2025 | $804M | $804M | 8 | 3 | 0 | 1 | n/a |
| 2023 | Mar 28, 2024 | $925M | $925M | 7 | 2 | 0 | 1 | $925M |
| 2022 | Mar 29, 2023 | $783M | $783M | 9 | 4 | 0 | 1 | $783M |
| 2021 | Mar 30, 2022 | $1.2B | $1.2B | 9 | 4 | 0 | 1 | $1.2B |
| 2020 | Mar 30, 2021 | $1.1B | $1.1B | 9 | 3 | 0 | 1 | $1.1B |
| 2019 | Mar 28, 2020 | $635M | $635M | 11 | 5 | 0 | 1 | $635M |
| 2018 | Mar 29, 2019 | $596M | $596M | 12 | 7 | 0 | 1 | $596M |
| 2017 | Mar 29, 2018 | $744M | $744M | 13 | 8 | 0 | 1 | $709M |
| 2016 | Mar 30, 2017 | $617M | $617M | 14 | 8 | n/a | 1 | $617M |
| 2015 | Mar 30, 2016 | $585M | $585M | 12 | 7 | n/a | 1 | $585M |
| 2014 | Mar 31, 2015 | $380M | $380M | 17 | 5 | n/a | 2 | $380M |
| 2013 | Mar 31, 2014 | $357M | $357M | 9 | 4 | n/a | 2 | $357M |
| 2012 | Mar 28, 2013 | $294M | $294M | 9 | 4 | n/a | 2 | $294M |
| 2011 | Mar 30, 2012 | $285M | $285M | n/a | n/a | n/a | 2 | $285M |