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CRD 314158
RICHMOND, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Edward H Phillips | n/a | RICHMOND, VA | 4 | 10 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| 8840 INVESTORS, LLC | Real Estate Fund | $3.7M | Jan 5, 2024 | 40 | Jan 5, 2024 | reported | 021-2005010 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| EIBEN, LAWRENCE, SCOTT | MEMBER, MANAGER, CCO | C | yes | 07/2021 | Jun 4, 2021 | Jan 5, 2024 |
| HUTCHENS, CHARLES, CARTER | MEMBER, MANAGER | E | yes | 02/2021 | Jun 4, 2021 | Jan 5, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 8, 2026 | $64.3M | $64.3M | 7 | 6 | 0 | n/a | n/a |
| 2024 | Jan 10, 2025 | $63.0M | $63.0M | 6 | 6 | 0 | n/a | n/a |
| 2023 | Jan 5, 2024 | $69.4M | $69.4M | 6 | 6 | 0 | 1 | $3.7M |
| 2022 | Jan 11, 2023 | $55.7M | $55.7M | 6 | 6 | 0 | n/a | n/a |
| 2021 | Jan 6, 2022 | $15.5M | $15.5M | 5 | 5 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $64.3M | $63.0M | 2.0% | $55.7M | 4.9% | 7 | 6 | 0 | 0 |