The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CRD 120865
NEW YORK, NY
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BURGESS, FRANK, EDWARD | MAJORITY SHAREHOLDER OF PARENT HOLDING COMPANY | C | yes | 01/2011 | Nov 9, 2011 | Mar 23, 2016 |
| CARL, STEVEN, ALLAN | BOARD MEMBER OF PARENT COMPANY | NA | yes | 01/2014 | Mar 14, 2014 | Mar 23, 2016 |
| DEAN, COURTNEY, LIEBIG | MEMBER | NA | yes | 07/2002 | Nov 9, 2011 | Mar 23, 2016 |
| FRANK, KATHERINE, LOUISE | BOARD MEMBER OF PARENT COMPANY | NA | yes | 01/2011 | May 15, 2012 | Mar 23, 2016 |
| LEFURGEY, PAUL, ANTHONY | BOARD MEMBER AND CHAIRMAN EXECUTIVE COMMITTEE OF PARENT COMPANY | NA | yes | 07/2013 | Sep 24, 2013 | Mar 23, 2016 |
| MADISON ASSET MANAGEMENT | MEMBER (MANAGER) | D | yes | 01/2011 | Nov 9, 2011 | Mar 23, 2016 |
| MADISON INVESTMENT HOLDINGS, INC | HOLDING COMPANY | D | yes | 01/2011 | Nov 9, 2011 | Mar 23, 2016 |
| SAUNDERS, CHARLES, DANIEL | MEMBER, PRINCIPAL & PORTFOLIO MANAGER | B | yes | 07/2005 | Nov 9, 2011 | Mar 23, 2016 |
| SEKELSKY, JAY, ROBERT | BOARD MEMBER OF PARENT COMPANY | NA | yes | 01/2011 | May 15, 2012 | Mar 23, 2016 |
| SHORE, JAMES, ANDREW | MEMBER, PRINCIPAL & PORTFOLIO MANAGER | B | yes | 07/2002 | Nov 9, 2011 | Mar 23, 2016 |
| VARS, RAYMOND, THEODORE | MEMBER, PRINCIPAL & PORTFOLIO MANAGER | B | yes | 07/2002 | Nov 9, 2011 | Mar 23, 2016 |
| LANGE, LISA, RAE | CHIEF COMPLIANCE OFFICER AND CHIEF LEGAL OFFICER | NA | no | 03/2015 | Mar 25, 2015 | Mar 23, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MADISON INVESTMENT ADVISORS, LLC | n/a | MIXED WEALTH | $14B | N | yes | n/a |
| MADISON ASSET MANAGEMENT, LLC | n/a | ASSET MANAGER | $4.9B | Y | yes | n/a |
| HANSBERGER GROWTH INVESTORS, LP | n/a | FORMER SEC ADVISER | $407M | N | yes | n/a |
| MADISON INVESTMENT HOLDINGS, INC | n/a | FORMER SEC ADVISER | n/a | Y | yes | n/a |
| MFD DISTRIBUTOR, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 23, 2016 | $346M | $233M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $407M | $301M | 8 | 5 | n/a | n/a | n/a |
| 2013 | Mar 14, 2014 | $490M | $388M | 7 | 4 | n/a | n/a | n/a |
| 2012 | Mar 20, 2013 | $362M | $272M | 7 | 4 | n/a | n/a | n/a |
| 2011 | Mar 21, 2012 | $335M | $253M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $346M | $407M | -14.9% | $362M | -1.4% | 6 | 8 | n/a | n/a |