DFX Intelligence
Data Factory
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Reading the graph
CRD 159265
TROY, MI
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 |
|---|---|---|---|---|---|---|
| ADAMS, CRAIG, MAXWELL | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | yes | 05/1999 | Mar 9, 2012 | Jan 27, 2024 |
| NOONAN, JOHN, FRANCIS | VICE PRESIDENT | D | yes | 05/1999 | Mar 9, 2012 | Jan 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CONFIDENTIAL MANAGEMENT ADVISORS, INC. | n/a | Independent wealth | $162M | N | yes | n/a |
| CONFIDENTIAL MANAGEMENT FINANCIAL SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Jan 27, 2024 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2022 | Jan 27, 2023 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2021 | Feb 15, 2022 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2020 | Feb 4, 2021 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2019 | Feb 10, 2020 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2018 | Feb 20, 2019 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2017 | Feb 15, 2018 | n/a | n/a | 2 | 2 | 0 | n/a | n/a |
| 2016 | Jan 26, 2017 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| 2015 | Mar 1, 2016 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| 2014 | Mar 6, 2015 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| 2013 | Feb 19, 2014 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| 2012 | Feb 27, 2013 | n/a | n/a | 2 | 2 | n/a | n/a | n/a |
| 2011 | Mar 9, 2012 | n/a | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | n/a | n/a | n/a | n/a | n/a | 2 | 2 | 0 | 0 |