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CRD 158029
TAMPA, FL
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 |
|---|---|---|---|---|---|---|
| BLACKWELL, WORTH, THOMAS | Manager | D | yes | 02/2011 | Jul 11, 2014 | Mar 22, 2018 |
| NIX, HAROLD, GILMER | MANAGER, CCO | D | yes | 02/2011 | Jul 11, 2014 | Mar 22, 2018 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Mar 22, 2018 | n/a | n/a | 2 | 0 | 0 | n/a | n/a |
| 2016 | Feb 20, 2017 | $30.0M | $0 | 2 | 0 | n/a | n/a | n/a |
| 2015 | May 2, 2016 | $26.0M | $0 | 2 | 0 | n/a | n/a | n/a |
| 2014 | Feb 19, 2015 | $25.1M | $0 | 2 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | n/a | $30.0M | n/a | $25.1M | n/a | 2 | 2 | 0 | n/a |