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CRD 291310
CORAL GABLES, FL
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 |
|---|---|---|---|---|---|---|
| R•••• •••• H••• | n/a | Miami, FL | 2 | 32 | 1 | no |
| R•••••• D• C••••••• J••••• | n/a | CORAL GABLES, FL | 0 | 10 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| C•••••• F••• | Hedge Fund | $147M | Mar 14, 2024 | 1 | Mar 19, 2020 | reported | n/a |
| J•••••• I••••••••• | Hedge Fund | $106M | Mar 14, 2024 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| d••••••• L•••• V•••••• | M••••••, ADMINISTRATOR & CHIEF COMPLIANCE OFFICER | C | yes | 04/2015 | Mar 7, 2018 | Mar 14, 2024 |
| A•••• R•••••• | Partner | A | no | 07/2023 | Sep 26, 2023 | Mar 14, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Miami | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $712M | $554M | 28.5% | $349M | 26.8% | 3 | 6 | 0 | 1 |
| no |
| L••• V•••••• d•••••• | Chartered Financial Analyst | CORAL GABLES, FL | 0 | 10 | n/a | no |
| 1 |
| Mar 24, 2021 |
| reported |
| n/a |
| A•••• F••• | Hedge Fund | $35.1M | Mar 14, 2024 | 0 | Mar 7, 2018 | reported | n/a |
| F••••• M•••• M•••••• F••• | Hedge Fund | $25.7M | Mar 14, 2024 | 6 | Mar 27, 2014 | reported | n/a |
| A•••• C••••• T•••••• | Hedge Fund | $15.8M | Mar 14, 2024 | 12 | Mar 24, 2021 | reported | n/a |
| A•••• F••• U• | Hedge Fund | $11.0M | Mar 14, 2024 | 3 | Mar 19, 2020 | reported | n/a |
| A•••• Q•••• I••••••••• | Hedge Fund | $2.8M | Mar 24, 2021 | 4 | Mar 19, 2020 | dropped | n/a |
| Partner |
| C |
| no |
| 06/2023 |
| Mar 7, 2018 |
| Mar 14, 2024 |
| C•••••••• R•••••• | CHIEF OPERATIONS OFFICER | Na | no | 01/2023 | Sep 26, 2023 | Mar 14, 2024 |
| H•••• J•••••• •••• | Partner | A | no | 07/2023 | Sep 26, 2023 | Mar 14, 2024 |
| H•••• R••••• •••• | M•••••• - PARTNER | A | no | 07/2023 | Sep 26, 2023 | Mar 14, 2024 |
| $712M |
| $516M |
| 3 |
| 3 |
| 0 |
| 5 |
| n/a |
| 2024 | Apr 8, 2025 | $554M | $484M | 6 | 6 | 1 | 5 | n/a |
| 2023 | Mar 14, 2024 | $508M | $465M | 3 | 3 | 1 | 6 | $341M |
| 2022 | Mar 17, 2023 | $349M | $310M | 2 | 2 | 0 | 5 | $308M |
| 2021 | Mar 25, 2022 | $355M | $317M | 2 | 2 | 0 | 5 | $277M |
| 2020 | Mar 24, 2021 | $331M | $280M | 2 | 2 | 0 | 6 | $280M |
| 2019 | Mar 19, 2020 | $360M | $95.7M | 2 | 2 | 0 | 4 | $96.2M |
| 2018 | Mar 15, 2019 | $250M | $21.5M | 2 | 2 | 1 | 1 | $31.8M |