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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HAMILTON CAPITAL

HAMILTON CAPITAL, LLC, CRD 109116

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bc984c7-6768-cb00-beab-9131c827b653

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 100
Dated events: 18
On other graphs: 0
Observed: Mar 30, 2012 to Apr 21, 2026
61 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.13 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $4.9BItem 5.F on the latest filing (2026-04-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $4.9B
Private client RAUM: $3.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 59
RAUM per advisor: $83.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 90
Advisory employees: 45
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 9,562
Individual clients: 1,403
High net worth clients: 1,341
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $1.7B
SEC number: 801-54611
CIK: 1646639
CRD: 109116
Filings on the tape: 61
First filed: Mar 30, 2012
Latest filed: Apr 21, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 60

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT MATTHEW HAMILTON	Certified Financial Planner	COLUMBUS, OH	26	40	n/a	no
WILLIAM AUGUST LEUBY	Certified Financial Planner	COLUMBUS, OH	26	42	n/a	no
JEFFREY ROBERT LOEHNIS	Certified Financial Planner	COLUMBUS, OH	25	40	n/a	no
MICHAEL PATRICK FAIETA	Certified Financial Planner	COLUMBUS, OH	24	26	n/a	no
JOHN TIMOTHY YOUNG	n/a	COLUMBUS, OH	22	26	n/a	no
CASEY MARIE KIMBLER	n/a	COLUMBUS, OH	21	21	n/a	no
PETER SOTERIOS GELDIS	Certified Financial Planner	COLUMBUS, OH	20	20	n/a	no
MATTHEW JOSEPH KIRBY	Certified Financial Planner	COLUMBUS, OH	19	18	n/a	no
KATHLEEN MARY HEDGES	Certified Financial Planner	COLUMBUS, OH	15	21	1	no
TRAVIS SCOTT HENDERSON	Certified Financial Planner	COLUMBUS, OH	14	14	n/a	no
EMMETT ROBERTS BAHNSON	Certified Financial Planner	COLUMBUS, OH	12	12	n/a	no
ADRIA MARIE ROSEBROCK	Certified Financial Planner	COLUMBUS, OH	12	19	1	no
JACQUELINE MAUREEN JORDAN	Certified Financial Planner	COLUMBUS, OH	11	11	n/a	no
JOHN RYAN CHAMBERS	Certified Financial Planner	COLUMBUS, OH	11	15	2	no
JESSA MICHAEL FANNIN	Certified Financial Planner	Columbus, OH	10	11	n/a	no
GREGORY ALAN SMITH	n/a	COLUMBUS, OH	10	26	2	no
CARRIE ANN THOMPSON	Certified Financial Planner	COLUMBUS, OH	10	34	1	no
ERIN LYNEA WITTMANN	Certified Financial Planner	COLUMBUS, OH	9	11	1	no
KEITH DAVID COPELAND	Certified Financial Planner\|Chartered Financial Consultant	COLUMBUS, OH	9	19	n/a	no
CHARLES WILLIAM COONS	Certified Financial Planner	COLUMBUS, OH	8	11	n/a	no
BRETT MICHAEL MACK	Certified Financial Planner\|Chartered Financial Consultant	COLUMBUS, OH	8	15	n/a	no
Anna Kathryn Schiffbauer	Certified Financial Planner	COLUMBUS, OH	8	10	n/a	no
Robert Bennett Hamilton	Certified Financial Planner	COLUMBUS, OH	8	10	n/a	no
Brianne Lubertha Cronenwett	Certified Financial Planner	COLUMBUS, OH	8	10	n/a	no
Jeffrey Gard Wilkins	n/a	COLUMBUS, OH	7	16	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
HCRE ZAZA LLC	n/a	$12.1M	Apr 21, 2026	57	Apr 21, 2026	reported	021-531667
HCRE EDGE LLC	n/a	$6.2M	Apr 21, 2026	61	Apr 21, 2026	reported	021-514288

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CALESHU, ELIAS, JAMES	CO-CHIEF INVESTMENT OFFICER, PRINCIPAL	Na	yes	01/2023	Apr 21, 2026	Apr 21, 2026
CAXIDE, ANTONIO, MANUEL	CHAIRMAN OF THE SENIOR INVESTMENT COUNCIL	Na	yes	05/2009	Apr 21, 2026	Apr 21, 2026
HAMILTON, ROBERT, MATTHEW	CHAIRMAN/CEO/ASSISTANT SECRETARY	D	yes	03/1997	Apr 21, 2026	Apr 21, 2026
LEUBY, WILLIAM, AUGUST	SENIOR V.P./GEN COUNSEL/CHIEF COMPLIANCE OFFICER	Na	yes	03/1997	Apr 21, 2026	Apr 21, 2026
LOEHNIS, JEFFREY, ROBERT	President	B	yes	04/2001	Apr 21, 2026	Apr 21, 2026
HAMILTON, ROBERT, MATTHEW	Shareholder	E	yes	03/1997	Mar 30, 2012	Dec 19, 2024
FAIETA, MICHAEL, PATRICK	MANAGING DIRECTOR, PRINCIPAL	A	no	07/2019	Apr 21, 2026	Apr 21, 2026
GELDIS, PETER, SOTERIOS	MANAGING DIRECTOR, PRINCIPAL	A	no	07/2019	Apr 21, 2026	Apr 21, 2026
HAMILTON CAPITAL	CORPORATE MEMBER	A	no	07/2019	Apr 21, 2026	Apr 21, 2026
KIRBY, MATTHEW, JOSEPH	MANAGING DIRECTOR, PRINCIPAL	A	no	07/2019	Apr 21, 2026	Apr 21, 2026
Wilkins, Jeffrey, Gard	CO-CHIEF INVESTMENT OFFICER, PRINCIPAL	A	no	01/2012	Apr 21, 2026	Apr 21, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PALM BEACH GARDENS	FL	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 21, 2026	$4.9B	$4.9B	90	45	1	2	n/a
2024	Apr 29, 2025	$4.4B	$4.3B	93	50	1	2	n/a
2023	Mar 28, 2024	$4.2B	$4.1B	79	55	1	n/a	n/a
2022	Mar 22, 2023	$3.8B	$3.5B	69	46	1	n/a	n/a
2021	Mar 31, 2022	$3.6B	$3.4B	62	44	1	n/a	n/a
2020	Mar 31, 2021	$2.9B	$2.8B	60	47	1	n/a	n/a
2019	Mar 30, 2020	$2.8B	$2.8B	58	43	1	n/a	n/a
2018	Mar 29, 2019	$2.3B	$2.2B	66	45	1	n/a	n/a
2017	Mar 23, 2018	$2.4B	$2.4B	55	39	0	n/a	n/a
2016	Mar 21, 2017	$1.9B	$1.9B	54	39	n/a	n/a	n/a
2015	Mar 30, 2016	$1.5B	$1.5B	46	32	n/a	n/a	n/a
2014	Mar 26, 2015	$1.5B	$1.5B	37	25	n/a	n/a	n/a
2013	Mar 24, 2014	$1.2B	$1.2B	35	23	n/a	n/a	n/a
2012	Mar 28, 2013	$966M	$966M	33	21	n/a	n/a	n/a
2011	Mar 30, 2012	$771M	$771M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	5	-4	8.5%	0	0	0	5	10

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$4.9B	$4.4B	12.7%	$3.8B	9.5%	90	93	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HALITE PARTNERS, LLC	2	Nov 21, 2018	Dec 14, 2018	COLUMBUS, OH	Team lift out	Other	66.7%

Relationships

showing 80 of 100

Registered with (69)

← Braedon M ElwerAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Brendan Thomas PittmanAdvisorregistration: current employment
Mar 11, 2026 to presentfactForm ADV
← AARON BRANDON ADKINSAdvisorregistration: current employment
Mar 2, 2026 to presentfactForm ADV
← Griffin Michael DaviesAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← JACOB ANTHONY JOHNSAdvisorregistration: current employment
Oct 14, 2024 to presentfactForm ADV
← Michael James DeCarloAdvisorregistration: current employment
Sep 23, 2024 to presentfactForm ADV
← Max William MartzAdvisorregistration: current employment
Aug 28, 2024 to presentfactForm ADV
← Shivani KolluruAdvisorregistration: current employment
Jul 1, 2024 to presentfactForm ADV
← Francis Man-Kee ChuAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV
← Eric Christian BrehmAdvisorregistration: current employment
May 8, 2024 to presentfactForm ADV
← PATRICK SHI-FAN HUANGAdvisorregistration: current employment
Mar 18, 2024 to presentfactForm ADV
← Logan Timothy MillerAdvisorregistration: current employment
Feb 20, 2024 to presentfactForm ADV
← MICHAEL BUSSDIEKERAdvisorregistration: current employment
Jan 9, 2024 to presentfactForm ADV
← Michelle Morgan SprayberryAdvisorregistration: current employment
Jan 6, 2024 to presentfactForm ADV
← John McNeal DurellAdvisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
← CONOLLY BOUGHNERAdvisorregistration: current employment
Nov 22, 2023 to presentfactForm ADV
← MAXIMILIAN ALLEN MINEHARTAdvisorregistration: current employment
Aug 22, 2023 to presentfactForm ADV
← Matthew Scott BackiewiczAdvisorregistration: current employment
Jun 29, 2023 to presentfactForm ADV
← Jordan Christopher WintrichAdvisorregistration: current employment
Jun 6, 2023 to presentfactForm ADV
← COURTNEY ERIN SADDLERAdvisorregistration: current employment
Apr 13, 2023 to presentfactForm ADV
← Benjamin Jospeh BorkoskyAdvisorregistration: current employment
Mar 20, 2023 to presentfactForm ADV
← Reece Allan BoganAdvisorregistration: current employment
Nov 22, 2022 to presentfactForm ADV
← DANIEL MEANS HARKINAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← Eric William ThiemannAdvisorregistration: current employment
Aug 15, 2022 to presentfactForm ADV
← Joseph Richard MillerAdvisorregistration: current employment
Aug 1, 2022 to presentfactForm ADV
← Patrick Michael MoriartyAdvisorregistration: current employment
Jul 11, 2022 to presentfactForm ADV
← MAREION ANDRE ROYSTERAdvisorregistration: current employment
May 31, 2022 to presentfactForm ADV
← EVAN JAMES KEESLARAdvisorregistration: current employment
Sep 20, 2021 to presentfactForm ADV
← NICHOLAS S FISHERAdvisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
← Davidson Ex HunterAdvisorregistration: current employment
Jul 23, 2021 to presentfactForm ADV
and 39 more

Owns (5)

← HAMILTON CAPITALOwnerCORPORATE MEMBER, ownership code A, domestic entity
Jul 3, 2019 to Dec 19, 2024factForm ADV
← FAIETA, MICHAEL, PATRICKOwnerMANAGING DIRECTOR, ownership code A, individual
Jul 3, 2019 to Dec 19, 2024factForm ADV
← KIRBY, MATTHEW, JOSEPHOwnerMANAGING DIRECTOR, ownership code A, individual
Jul 3, 2019 to Dec 19, 2024factForm ADV
← GELDIS, PETER, SOTERIOSOwnerMANAGING DIRECTOR, ownership code A, individual
Jul 3, 2019 to Dec 19, 2024factForm ADV
← Wilkins, Jeffrey, GardOwnerDEPUTY CHIEF INVESTMENT OFFICER, ownership code A, individual
Apr 14, 2020 to Dec 19, 2024factForm ADV

Controls (5)

← HAMILTON, ROBERT, MATTHEWOwnerSHAREHOLDER, ownership code E, individual
Mar 30, 2012 to Dec 19, 2024factForm ADV
← LEUBY, WILLIAM, AUGUSTOwnerSENIOR V.P./GEN COUNSEL/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Dec 19, 2024factForm ADV
← LOEHNIS, JEFFREY, ROBERTOwnerPRESIDENT, ownership code B, individual
Mar 30, 2012 to Dec 19, 2024factForm ADV
← CAXIDE, ANTONIO, MANUELOwnerCHAIRMAN OF THE SENIOR INVESTMENT COUNCIL, ownership code NA, individual
Mar 30, 2016 to Dec 19, 2024factForm ADV
← CALESHU, ELIAS, JAMESOwnerDEPUTY CHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 28, 2024 to Dec 19, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
May 26, 2026
Advisor changed firm
Jeremy Thomas Dunlop left Hamilton Capital for Hb Wealth (registered 2026-06-15)
Form ADVobserved 5 days ago
Occurred
Mar 6, 2026
Advisor changed firm
Brian Wesley Becker left Hamilton Capital for Chapters To Wealth (registered 2026-04-01)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2025
Advisor changed firm
Grant Scott Dahlquist left Hamilton Capital for Cerity Partners Llc (registered 2025-10-29)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2025
Advisor changed firm
Christopher Archer left Hamilton Capital for Morgan Stanley (registered 2025-10-21)
Form ADVobserved 5 days ago
Occurred
Jul 28, 2025
Advisor changed firm
Christopher Stephen Kimmet left Hamilton Capital for Aptus Financial, Llc (registered 2025-07-29)
Form ADVobserved 5 days ago
Occurred
Apr 16, 2025
Advisor changed firm
Genevieve Elizabeth George left Hamilton Capital for Pelican Financial Planning And Wealth, Pllc (registered 2025-07-28)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2025
Advisor changed firm
Jill Marie Raderstorf left Hamilton Capital for Aptus Financial, Llc (registered 2025-02-19)
Form ADVobserved 5 days ago
Occurred
Jul 29, 2024
Advisor changed firm
Andrew Schroeder left Hamilton Capital for Cetera Investment Advisers Llc (registered 2024-10-09)
Form ADVobserved 5 days ago
Occurred
Jul 1, 2024
Control person left
Ralph Richard Kahle (Vice President, Chief Operating Officer) no longer on Schedule A of Hamilton Capital (listed 2024-04-02, absent 2024-07-01)
Form ADVobserved 5 days ago
Occurred
May 1, 2024
Advisor changed firm
Philip Carl Shaffer left Hamilton Capital for Oneascent Family Offices (registered 2024-05-02)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2024
Control person joined
James Elias Caleshu (Deputy Chief Investment Officer) appeared on Schedule A of Hamilton Capital
Form ADVobserved 5 days ago
Occurred
Sep 27, 2022
Advisor changed firm
Britton Cotton left Hamilton Capital for J.P. Morgan Securities Llc (registered 2022-10-25)
Form ADVobserved 5 days ago
Occurred
Mar 2, 2022
Advisor changed firm
Rachel Roher left Hamilton Capital for Merit Wealth Management, Llc (registered 2022-08-02)
Form ADVobserved 5 days ago
Occurred
Jul 3, 2019
Succession filed (Item 4)
Hamilton Capital reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Jul 3, 2019
Control person joined
Ralph Richard Kahle (Vice President, Chief Operating Officer) appeared on Schedule A of Hamilton Capital
Form ADVobserved 5 days ago
Occurred
Jul 3, 2019
Control person left
Michael Timothy Montague (Exec. V.P./Sec'Y/Treas) no longer on Schedule A of Hamilton Capital (listed 2019-03-29, absent 2019-07-03)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2018
Regulatory AUM changed
Hamilton Capital reported RAUM $2.4B, up 27% from $1.9B (2017-03-21 to 2018-03-23)
Form ADVobserved 5 days ago
$508M

Show 1 bookkeeping events

Occurred
Sep 14, 2026
Cameron Mink registered as an investment adviser representative at Hamilton Capital

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bc984c7-6768-cb00-beab-9131c827b653
First observed: Mar 30, 2012
Last observed: Apr 21, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HAMILTON CAPITAL

HAMILTON CAPITAL, LLC, CRD 109116

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1bc984c7-6768-cb00-beab-9131c827b653

Data as of Apr 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT MATTHEW HAMILTON

Certified Financial Planner

COLUMBUS, OH

n/a

WILLIAM AUGUST LEUBY

Certified Financial Planner

COLUMBUS, OH

n/a

JEFFREY ROBERT LOEHNIS

Certified Financial Planner

COLUMBUS, OH

n/a

MICHAEL PATRICK FAIETA

Certified Financial Planner

COLUMBUS, OH

n/a

JOHN TIMOTHY YOUNG

n/a

COLUMBUS, OH

n/a

CASEY MARIE KIMBLER

n/a

COLUMBUS, OH

n/a

PETER SOTERIOS GELDIS

Certified Financial Planner

COLUMBUS, OH

n/a

MATTHEW JOSEPH KIRBY

Certified Financial Planner

COLUMBUS, OH

n/a

KATHLEEN MARY HEDGES

Certified Financial Planner

COLUMBUS, OH

TRAVIS SCOTT HENDERSON

Certified Financial Planner

COLUMBUS, OH

n/a

EMMETT ROBERTS BAHNSON

Certified Financial Planner

COLUMBUS, OH

n/a

ADRIA MARIE ROSEBROCK

Certified Financial Planner

COLUMBUS, OH

JACQUELINE MAUREEN JORDAN

Certified Financial Planner

COLUMBUS, OH

n/a

JOHN RYAN CHAMBERS

Certified Financial Planner

COLUMBUS, OH

JESSA MICHAEL FANNIN

Certified Financial Planner

Columbus, OH

n/a

GREGORY ALAN SMITH

n/a

COLUMBUS, OH

CARRIE ANN THOMPSON

Certified Financial Planner

COLUMBUS, OH

ERIN LYNEA WITTMANN

Certified Financial Planner

COLUMBUS, OH

KEITH DAVID COPELAND

Certified Financial Planner|Chartered Financial Consultant

COLUMBUS, OH

n/a

CHARLES WILLIAM COONS

Certified Financial Planner

COLUMBUS, OH

n/a

BRETT MICHAEL MACK

Certified Financial Planner|Chartered Financial Consultant

COLUMBUS, OH

n/a

Anna Kathryn Schiffbauer

Certified Financial Planner

COLUMBUS, OH

n/a

Robert Bennett Hamilton

Certified Financial Planner

COLUMBUS, OH

n/a

Brianne Lubertha Cronenwett

Certified Financial Planner

COLUMBUS, OH

n/a

Jeffrey Gard Wilkins

n/a

COLUMBUS, OH

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

HCRE ZAZA LLC

n/a

$12.1M

Apr 21, 2026

reported

021-531667

HCRE EDGE LLC

n/a

$6.2M

Apr 21, 2026

reported

021-514288

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CALESHU, ELIAS, JAMES

CO-CHIEF INVESTMENT OFFICER, PRINCIPAL

yes

01/2023

Apr 21, 2026

CAXIDE, ANTONIO, MANUEL

CHAIRMAN OF THE SENIOR INVESTMENT COUNCIL

yes

05/2009

Apr 21, 2026

HAMILTON, ROBERT, MATTHEW

CHAIRMAN/CEO/ASSISTANT SECRETARY

yes

03/1997

Apr 21, 2026

LEUBY, WILLIAM, AUGUST

SENIOR V.P./GEN COUNSEL/CHIEF COMPLIANCE OFFICER

yes

03/1997

Apr 21, 2026

LOEHNIS, JEFFREY, ROBERT

President

yes

04/2001

Apr 21, 2026

HAMILTON, ROBERT, MATTHEW

Shareholder

yes

03/1997

Mar 30, 2012

Dec 19, 2024

FAIETA, MICHAEL, PATRICK

MANAGING DIRECTOR, PRINCIPAL

07/2019

Apr 21, 2026

GELDIS, PETER, SOTERIOS

MANAGING DIRECTOR, PRINCIPAL

07/2019

Apr 21, 2026

HAMILTON CAPITAL

CORPORATE MEMBER

07/2019

Apr 21, 2026

KIRBY, MATTHEW, JOSEPH

MANAGING DIRECTOR, PRINCIPAL

07/2019

Apr 21, 2026

Wilkins, Jeffrey, Gard

CO-CHIEF INVESTMENT OFFICER, PRINCIPAL

01/2012

Apr 21, 2026

City

State

Country

Employees

Also broker-dealer

PALM BEACH GARDENS

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 21, 2026

$4.9B

n/a

2024

Apr 29, 2025

$4.4B

$4.3B

n/a

2023

Mar 28, 2024

$4.2B

$4.1B

n/a

2022

Mar 22, 2023

$3.8B

$3.5B

n/a

2021

Mar 31, 2022

$3.6B

$3.4B

n/a

2020

Mar 31, 2021

$2.9B

$2.8B

n/a

2019

Mar 30, 2020

$2.8B

n/a

2018

Mar 29, 2019

$2.3B

$2.2B

n/a

2017

Mar 23, 2018

$2.4B

n/a

2016

Mar 21, 2017

$1.9B

n/a

2015

Mar 30, 2016

$1.5B

n/a

2014

Mar 26, 2015

$1.5B

n/a

2013

Mar 24, 2014

$1.2B

n/a

2012

Mar 28, 2013

$966M

n/a

2011

Mar 30, 2012

$771M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-4

8.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$4.9B

$4.4B

12.7%

$3.8B

9.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HALITE PARTNERS, LLC

Nov 21, 2018

Dec 14, 2018

COLUMBUS, OH

Team lift out

Other

66.7%