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CRD 120642
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|---|
| TRELLA FUND I, LP | n/a | $56.4M | Mar 31, 2026 | 86 | Mar 31, 2026 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FRENCH, TIMOTHY, GRANT | MEMBER, MANAGING DIRECTOR, CHIEF CLIENT OFFICER | Na | yes | 01/2020 | Mar 31, 2026 | Mar 31, 2026 |
| Kohmescher, Rebekah, Lea | MEMBER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | B | yes | 01/2018 | Mar 31, 2026 | Mar 31, 2026 |
| LAURIE, JASON, MARK | MEMBER, MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | B | yes | 01/2018 | Mar 31, 2026 | Mar 31, 2026 |
| MALIS, BRYAN, RANDALL | MEMBER, MANAGING DIRECTOR | B | yes | 04/2002 | Mar 31, 2026 | Mar 31, 2026 |
| MANGOUBI, RACHAEL, HALSTUK | MEMBER, MANAGING DIRECTOR | Na | yes | 01/2021 | Mar 31, 2026 | Mar 31, 2026 |
| MURRAY, MICHAEL, JAMES | MEMBER, MANAGING DIRECTOR | B | yes | 01/2011 | Mar 31, 2026 | Mar 31, 2026 |
| PHRM INVESTMENTS LLC | Member | B | yes | 06/2002 | Mar 31, 2026 | Mar 31, 2026 |
| ZEMBRA INVESTMENTS LLC | Member | A | yes | 08/2024 | Mar 31, 2026 | Mar 31, 2026 |
| HANS, PATRICK, R. (MI ONLY) | Member | C | yes | 05/2002 | Feb 21, 2012 | Mar 29, 2024 |
| MAZZOLINI, RICHARD, L. (MI ONLY) | Member | C | yes | 05/2002 | Feb 21, 2012 | Mar 29, 2024 |
| Claire, Browne | DIRECTOR OF COMPLIANCE | Na | no | 01/2023 | Mar 31, 2026 | Mar 31, 2026 |
| DILIBERTO, ALLISON, LABELLE | MEMBER, MANAGING DIRECTOR | Na | no | 01/2024 | Mar 31, 2026 | Mar 31, 2026 |
| LIN, DAVID, JOHN | MEMBER, MANAGING DIRECTOR HEAD OF RESEARCH AND DUE DILIGENCE | Na | no | 12/2021 | Mar 31, 2026 | Mar 31, 2026 |
| NICHOLS, ANNA, E | MEMBER, MANAGING DIRECTOR | Na | no | 01/2024 | Mar 31, 2026 | Mar 31, 2026 |
| SOROTA, DONALD, JOSEPH | MEMBER, MANAGING DIRECTOR | B | no | 01/2011 | Mar 31, 2026 | Mar 31, 2026 |
| WEINSTEIN, STEVEN, BARRY | Chairman | Na | no | 01/2018 | Mar 31, 2026 | Mar 31, 2026 |
| BHH, LLC | Member | C | no | 05/2002 | Feb 21, 2012 | Mar 29, 2024 |
| BLACK, RICHARD, KENT | MEMBER, MANAGING DIRECTOR | A | no | 04/2002 | Feb 21, 2012 | Mar 29, 2024 |
| HANS, GAYLE, B. (MI ONLY) | Member | C | no | 05/2002 | Feb 21, 2012 | Mar 29, 2024 |
| PATRICK R. HANS 1998 FAMILY TRUST | Member | E | no | 04/1998 | Feb 21, 2012 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $9.8B | $5.2B | 75 | 34 | 0 | 1 | n/a |
| 2024 | Mar 31, 2025 | $8.7B | $4.0B | 75 | 32 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $7.4B | $3.2B | 70 | 31 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $6.0B | $2.4B | 65 | 30 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $6.7B | $2.3B | 60 | 28 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $6.0B | $1.9B | 53 | 24 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $5.1B | $1.5B | 54 | 21 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $4.4B | $1.2B | 49 | 18 | 1 | n/a | n/a |
| 2017 | Mar 21, 2018 | $4.5B | $1.2B | 49 | 21 | 1 | n/a | n/a |
| 2016 | Mar 20, 2017 | $3.9B | $940M | 47 | 21 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $3.8B | $812M | 47 | 21 | n/a | n/a | n/a |
| 2014 | Apr 14, 2015 | $4.1B | $796M | 40 | 21 | n/a | n/a | n/a |
| 2013 | Mar 20, 2014 | $3.7B | $670M | 40 | 21 | n/a | n/a | n/a |
| 2012 | Apr 2, 2013 | $3.4B | $515M | 36 | 20 | n/a | n/a | n/a |
| 2011 | Feb 21, 2012 | $2.8B | $404M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $9.8B | $8.7B | 12.4% | $6.0B | 17.5% | 75 | 75 | 0 | 0 |