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CRD 104739
AUGUSTA, GA
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 |
|---|---|---|---|---|---|---|
| RICE, ROBERT, WILLIAMS | VICE PRESIDENT | A | yes | 05/2011 | Feb 13, 2012 | Sep 10, 2018 |
| RUSH, GEORGE, ANDREW | President | E | yes | 04/2011 | Feb 13, 2012 | Sep 10, 2018 |
| RUSH, SABRINA, SIMON | TREASURER/CHIEF COMPLIANCE OFFICER | Na | yes | 01/2012 | Feb 13, 2012 | Sep 10, 2018 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Jan 15, 2018 | $823M | $823M | 5 | 2 | 0 | n/a | n/a |
| 2016 | Jan 21, 2017 | $692M | $692M | 6 | 3 | n/a | n/a | n/a |
| 2015 | Jan 18, 2016 | $659M | $659M | 6 | 3 | n/a | n/a | n/a |
| 2014 | Jan 17, 2015 | $658M | $658M | 6 | 4 | n/a | n/a | n/a |
| 2013 | Jan 22, 2014 | $619M | $619M | 5 | 3 | n/a | n/a | n/a |
| 2012 | Jan 31, 2013 | $544M | $544M | 4 | 2 | n/a | n/a | n/a |
| 2011 | Feb 13, 2012 | $524M | $524M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | $823M | $692M | 18.9% | $658M | 7.7% | 5 | 6 | 0 | n/a |