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CRD 105967
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 |
|---|---|---|---|---|---|---|
| DAVID TODD MACHEMEHL | n/a | FRISCO, TX | 8 | 33 | 4 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| RICHARDSON, PATSY, MONTEL | Owner | E | yes | 04/2005 | Mar 9, 2012 | Nov 20, 2017 |
| MACHEMEHL, DAVID, TODD | PRESIDENT/CCO | Na | no | 05/2005 | Mar 9, 2012 | Nov 20, 2017 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CRISPIAN VENTURE CAPITAL, LLC | n/a | Former SEC adviser | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2016 | Mar 21, 2017 | $87.4M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2015 | Feb 29, 2016 | $83.6M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $96.4M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2013 | Mar 12, 2014 | $96.7M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2012 | Mar 11, 2013 | $91.1M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2011 | Mar 9, 2012 | $93.6M | $0 | n/a | n/a | n/a | n/a | n/a |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2016 | $87.4M | $83.6M | 4.5% | $96.7M | -3.3% | 2 | 2 | 1 | n/a |