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CRD 282632
SISTER BAY, WI
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 |
|---|---|---|---|---|---|---|
| JEREMY PAUL SCHWAB | Certified Financial Planner | SISTER BAY, WI | 10 | 28 | 4 | no |
| TERRENCE MICHAEL JACK | Chartered Financial Analyst | Neenah, WI | NEENAH, WI | SISTER BAY, WI | 10 | 25 | n/a | no |
| AMY ELLEN ZELLNER | n/a | SISTER BAY, WI | 5 | 12 | 5 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CAVU PRIVATE OPPORTUNITY FUND, LLC | Hedge Fund | $3.0M | Aug 13, 2024 | 8 | Jul 28, 2022 | reported | 021-379214 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JACK, TERRENCE, MICHAEL | CHIEF INVESTMENT OFFICER | D | yes | 01/2016 | Jul 28, 2022 | Aug 13, 2024 |
| SCHWAB, JEREMY, PAUL | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | yes | 01/2016 | Jul 28, 2022 | Aug 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CAVU CAPITAL PARTNERS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Neenah | Wi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $292M | $292M | 3 | 3 | 1 | 1 | n/a |
| 2024 | Mar 7, 2025 | $259M | $259M | 3 | 3 | 1 | 1 | n/a |
| 2023 | Feb 8, 2024 | $215M | $215M | 3 | 3 | 1 | 1 | $3.0M |
| 2022 | Mar 15, 2023 | $199M | $192M | 3 | 3 | 1 | 1 | $3.0M |
| 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 | $292M | $259M | 12.5% | $199M | 13.6% | 3 | 3 | 1 | 1 |