DFX Intelligence
Data Factory
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
CRD 130180
TULLAHOMA, TN
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D•••• W•••• P••••• | n/a | TULLAHOMA, TN | 21 | 22 | 1 | no |
| J••••••• F••••• E•••••• | n/a | TULLAHOMA, TN | 9 | 23 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| A••••• S••••• M•••••• T•••• | Hedge Fund | $37.6M | Feb 27, 2015 | 4 | Mar 23, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••••••• J•••• B••••• | Member | C | yes | 01/2002 | Mar 23, 2012 | Mar 8, 2024 |
| P•••••• D••••• W•••• | MEMBER/CHIEF COMPLIANCE OFFICER | D | yes | 01/2002 | Mar 23, 2012 | Mar 8, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Nashville | Tn | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $425M | $403M | 5.5% | $331M | 8.7% | 6 | 6 | 1 | 1 |
| no |
| Mar 2, 2026 |
| $425M |
| $58.1M |
| 6 |
| 2 |
| 1 |
| n/a |
| n/a |
| 2024 | Feb 27, 2025 | $403M | $49.6M | 6 | 4 | 1 | n/a | n/a |
| 2023 | Mar 8, 2024 | $385M | $49.4M | 5 | 3 | 1 | n/a | n/a |
| 2022 | Feb 24, 2023 | $331M | $22.1M | 5 | 3 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $392M | $47.7M | 6 | 3 | 1 | n/a | n/a |
| 2020 | Mar 25, 2021 | $286M | $69.2M | 5 | 3 | 1 | n/a | n/a |
| 2019 | Mar 24, 2020 | $257M | $52.8M | 6 | 3 | 1 | n/a | n/a |
| 2018 | Mar 20, 2019 | $221M | $45.4M | 6 | 3 | 0 | n/a | n/a |
| 2017 | Mar 20, 2018 | $238M | $37.6M | 6 | 3 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $213M | $30.0M | 7 | 4 | n/a | n/a | n/a |
| 2015 | Mar 2, 2016 | $227M | $32.2M | 7 | 3 | n/a | n/a | n/a |
| 2014 | Feb 27, 2015 | $247M | $61.6M | 7 | 3 | n/a | 1 | $37.6M |
| 2013 | Mar 18, 2014 | $224M | $58.9M | 7 | 2 | n/a | 1 | $35.1M |
| 2012 | Mar 15, 2013 | $202M | $48.8M | 4 | 2 | n/a | 1 | $29.1M |
| 2011 | Mar 23, 2012 | $160M | $48.5M | n/a | n/a | n/a | 1 | $29.3M |