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DAM2019, LLC, CRD 124463
PEACHTREE CITY, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• E•••••• B•••• | FOUNDING PARTNER | D | yes | 03/2019 | Aug 7, 2020 | Feb 15, 2024 |
| C•••••• B••••• M••••• | CHIEF COMPLIANCE OFFICER/PARTNER | D | yes | 03/2019 | Aug 7, 2020 | Feb 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| T•• C••••• L•• F•••• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Feb 15, 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $290M | $193M | 50.6% | $154M | 23.6% | 6 | 6 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••••• A•••••••• L•• | 4 | Aug 23, 2024 | Jun 24, 2024 | PEACHTREE CITY, GA | F•••_ABSORBED | RIA to RIA | 100.0% |
| $290M |
| $289M |
| 6 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2022 | Jan 31, 2023 | $193M | $191M | 6 | 4 | 0 | n/a | n/a |
| 2021 | Feb 8, 2022 | $178M | $176M | 6 | 4 | 0 | n/a | n/a |
| 2020 | Mar 3, 2021 | $154M | $152M | 5 | 3 | 0 | n/a | n/a |