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CRD 306298
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WWS - GROVE, LLC | Real Estate Fund | $10.0M | Dec 24, 2024 | 50 | Aug 28, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BONANNO, ANTHONY, J | Member | C | yes | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| CATES, THOMAS, L | Member | B | yes | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| FREEMAN FINANCIAL, LLC | Member | C | yes | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| FREEMAN, GREGORY, THOMAS | Member | E | yes | 12/2021 | Jun 13, 2023 | Dec 24, 2024 |
| FREEMAN, GREGORY, THOMAS | Member | Na | yes | 09/2023 | Jun 13, 2023 | Dec 24, 2024 |
| HILLMAN FINANCIAL, LLC | Member | B | yes | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| HILLMAN, JOE, THOMAS | Member | Na | yes | 09/2023 | Jun 13, 2023 | Dec 24, 2024 |
| HILLMAN, JOE, THOMAS | Member | E | yes | 12/2021 | Jun 13, 2023 | Dec 24, 2024 |
| MORITZ, MAXWELL, T | Member | A | yes | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| Boester, Ryan | Member | Na | no | 09/2023 | Sep 19, 2023 | Dec 24, 2024 |
| PAYNE, CHRISTOPHER, LEE | CHIEF COMPLIANCE OFFICER | Na | no | 09/2023 | Sep 1, 2023 | Dec 24, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WWS - GROVE, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| SPRING GROVE | IL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 14, 2025 | $146M | $146M | 10 | 8 | 1 | n/a | n/a |
| 2023 | Mar 22, 2024 | $280M | $280M | 18 | 15 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $146M | $280M | -47.9% | n/a | n/a | 10 | 18 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THE WELLINGTON GRP LLC | 8 | Dec 31, 2024 | Nov 15, 2024 | INDIANAPOLIS, IN | Firm absorbed | RIA to RIA | 61.5% |
| STRIVE FINANCIAL GROUP, LLC | 4 | Dec 31, 2024 | Oct 30, 2024 | INDIANAPOLIS, IN | Team lift out | RIA to new firm | 30.8% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PARK AVENUE SECURITIES LLC | 6 | Sep 7, 2023 | Sep 1, 2023 | INDIANAPOLIS, IN | Team lift out | Ibd to RIA | 0.4% |
| MML INVESTORS SERVICES, LLC | 2 | Sep 13, 2019 | Nov 26, 2019 | INDIANAPOLIS, IN | Team lift out | Ibd to RIA | 0.1% |