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CRD 324041
WELLINGTON, FL
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 |
|---|---|---|---|---|---|---|
| G••••••• M••• B••••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Mar 13, 2024 | Mar 13, 2024 |
| L•••• H•••••• A••••• | MANAGING MEMBER | E | yes | 08/2022 | Nov 10, 2022 | Mar 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 13, 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $300M | $300M | 0.0% | n/a | n/a | 5 | 4 | 0 | 0 |
| CHIEF INVESTMENT OFFICER |
| E |
| yes |
| 08/2022 |
| Nov 10, 2022 |
| Mar 13, 2024 |
| X•••••• C•••••• H••••••• L••• | GENERAL PARTNER | Na | yes | 08/2022 | Nov 10, 2022 | Mar 13, 2024 |
| $300M |
| $300M |
| 5 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 23, 2023 | $300M | $300M | 4 | 4 | 0 | n/a | n/a |