DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 135275
LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| REMY HOLDINGS, INC | Member | E | yes | 01/2023 | Mar 30, 2023 | Mar 30, 2023 |
| SIEGEL, MARK, STEVEN | Shareholder | E | yes | 01/2023 | Feb 7, 2012 | Mar 30, 2023 |
| SIEGEL, MARK, STEVEN | PRESIDENT/MANAGER | Na | yes | 03/1993 | Feb 7, 2012 | Mar 30, 2023 |
| BARGHOUTI, SHANA, ELIZABETH | Consultant | Na | no | 10/2021 | Nov 4, 2021 | Mar 30, 2023 |
| BERNS, KENNETH, NEIL | Consultant | Na | no | 12/1994 | Feb 7, 2012 | Mar 30, 2023 |
| NAKA, EUGENE, KOJIRO | CHIEF COMPLIANCE OFFICER | Na | no | 12/2022 | Jan 12, 2023 | Mar 30, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MARK S. SIEGEL | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 30, 2023 | $782M | $431M | 6 | 6 | 0 | 3 | $234M |
| 2021 | Mar 31, 2022 | $579M | $422M | 6 | 6 | 0 | 3 | $279M |
| 2020 | Mar 24, 2021 | $276M | $276M | 5 | 3 | 0 | 3 | $262M |
| 2019 | Mar 26, 2020 | $256M | $256M | 6 | 3 | 0 | 3 | $242M |
| 2018 | Mar 28, 2019 | $243M | $243M | 6 | 3 | 1 | 3 | $233M |
| 2017 | Mar 29, 2018 | $249M | $249M | 6 | 3 | 1 | 3 | $234M |
| 2016 | Mar 6, 2017 | $238M | $238M | 6 | 3 | n/a | 3 | $226M |
| 2015 | Mar 1, 2016 | $224M | $224M | 6 | 3 | n/a | 3 | $212M |
| 2014 | Mar 17, 2015 | $243M | $243M | 6 | 3 | n/a | 3 | $217M |
| 2013 | Mar 12, 2014 | $251M | $251M | 6 | 3 | n/a | 3 | $233M |
| 2012 | Feb 22, 2013 | $248M | $248M | 6 | 3 | n/a | 3 | $229M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $782M | $579M | 34.9% | $256M | 45.0% | 6 | 6 | 0 | 0 |