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CRD 165983
RESTON, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| T••••••• J•••• D•••••• | n/a | RESTON, VA | 12 | 25 | 4 | no |
| G•••••• D••• M•••••••• | Certified Financial Planner | RESTON, VA | 12 | 21 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| G••••• F••• L••• | Private Equity Fund | $21.8M | Mar 24, 2026 | 38 | Aug 20, 2019 | reported | n/a |
| G••••• F••• I•• L• | Private Equity Fund | $10.5M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••••••• T•••••••• J•••• | CEO, CCO, MANAGING MEMBER | D | yes | 10/2012 | Mar 19, 2015 | Aug 9, 2024 |
| M••••••••• G••••••• D••• | CFO, MANAGING MEMBER | C | yes | 01/2013 | Mar 19, 2015 | Aug 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| P•• G••••• F•••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $286M | $261M | 9.5% | $193M | 14.1% | 5 | 6 | 0 | 0 |
| no |
| R••• A••• J•••••• A•••••• | n/a | RESTON, VA | 12 | 22 | n/a | no |
| P•••• M••••••• B•••• | n/a | RESTON, VA | 2 | 20 | 2 | no |
| L••• A•••••••• | n/a | RESTON, VA | 0 | 12 | 1 | no |
| 45 |
| Aug 5, 2024 |
| reported |
| 021-490533 |
| P•• C•••••• F•••• L•• | Hedge Fund | $325,700 | Mar 6, 2017 | 4 | Mar 29, 2016 | dropped | 021-487981 |
| $286M |
| $286M |
| 5 |
| 4 |
| 0 |
| 2 |
| n/a |
| 2024 | Mar 19, 2025 | $261M | $261M | 6 | 3 | 0 | 2 | n/a |
| 2023 | Mar 26, 2024 | $215M | $215M | 6 | 3 | 0 | 1 | $28.1M |
| 2022 | Mar 20, 2023 | $193M | $193M | 7 | 3 | 0 | 1 | $20.3M |
| 2021 | Mar 24, 2022 | $231M | $215M | 6 | 4 | 0 | 1 | $15.9M |
| 2020 | May 3, 2021 | $210M | $196M | 6 | 3 | 0 | 1 | $14.1M |
| 2019 | Mar 18, 2020 | $146M | $130M | 5 | 4 | 0 | 1 | $9.0M |
| 2018 | Mar 26, 2019 | $114M | $101M | 5 | 4 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $122M | $113M | 5 | 4 | 0 | n/a | n/a |
| 2016 | Mar 23, 2017 | $194M | $192M | 7 | 5 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $315M | $314M | 7 | 4 | n/a | 1 | $325,700 |