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CRD 110816
LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ENDERA PARTNERS LLC | Private Equity Fund | $5.4M | Jun 28, 2022 | 61 | Jun 28, 2022 | reported | 021-446637 |
| MORGAN INVESTORS X | Private Equity Fund | $1.6M | Jun 28, 2022 | 90 | Mar 8, 2016 | reported | 021-1131415 |
| MORGAN INVESTORS III | Private Equity Fund | $792,016 | Jun 28, 2022 | 47 | Mar 8, 2016 | reported | n/a |
| MORGAN INVESTORS IV | Private Equity Fund | $166,330 | Jun 28, 2022 | 44 | Mar 8, 2016 | reported | n/a |
| MORGAN INVESTORS V | Private Equity Fund | $20,170 | Jun 20, 2018 | 44 | Mar 8, 2016 | dropped | 021-1011341 |
| MORGAN INVESTORS VIII | Private Equity Fund | $10,183 | Jun 28, 2022 | 52 | Mar 8, 2016 | reported | 021-1072144 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BODNER, TIMOTHY, DONALD | E.V.P./DIRECTOR/TAX/BUSINESS MANAGEMENT/CORPORATE SECRETARY | B | yes | 12/2010 | Jun 27, 2012 | Jun 28, 2022 |
| LEVENSTEIN REVOCABLE TRUST DTD 7-31-97 | Trust | B | yes | 07/1997 | Jun 27, 2012 | Jun 28, 2022 |
| LEVENSTEIN, GARY, NEIL | CHIEF COMPLIANCE OFFICER/DIRECTOR/PRESIDENT INVESTMENT DIVISION | Na | yes | 08/2004 | Jun 27, 2012 | Jun 28, 2022 |
| MANDEL FAMILY TRUST DTD 11-5-98 | Trust | B | yes | 11/1998 | Jun 27, 2012 | Jun 28, 2022 |
| MANDEL, RICHARD | PRESIDENT/DIRECTOR/BUSINESS MANAGEMENT | Na | yes | 08/2011 | Jun 27, 2012 | Jun 28, 2022 |
| OLLWEILER, SUSAN, JEAN | E.V.P./DIRECTOR/BUSINESS MANAGEMENT | Na | yes | 06/2000 | Jun 27, 2012 | Jun 28, 2022 |
| STAHL, JEREMY | E.V.P./DIRECTOR/BUSINESS MANAGEMENT/CHIEF FINANCIAL OFFICER | B | yes | 11/2012 | Jun 27, 2012 | Jun 28, 2022 |
| SUSAN J. OLLWEILER TRUST DTD 4-27-05 | Trust | B | yes | 04/2005 | Jun 27, 2012 | Jun 28, 2022 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Jun 28, 2022 | $278M | $278M | 18 | 5 | 0 | 5 | $7.9M |
| 2021 | Jun 28, 2021 | $260M | $260M | 19 | 5 | 0 | 4 | $3.2M |
| 2020 | Jun 19, 2020 | $181M | $181M | 22 | 6 | 0 | 4 | $5.1M |
| 2019 | Jun 10, 2019 | $191M | $191M | 22 | 6 | 0 | 4 | $5.3M |
| 2018 | Jun 20, 2018 | $191M | $191M | 19 | 6 | 0 | 5 | $5.4M |
| 2017 | May 23, 2017 | $175M | $175M | 20 | 7 | n/a | 5 | $5.7M |
| 2016 | Jun 15, 2016 | $166M | $166M | 19 | 7 | n/a | 5 | $6.7M |
| 2015 | Jun 23, 2015 | $169M | $169M | 21 | 7 | n/a | n/a | n/a |
| 2014 | Jun 20, 2014 | $169M | $169M | 21 | 7 | n/a | n/a | n/a |
| 2013 | Jun 21, 2013 | $157M | $157M | 22 | 6 | n/a | n/a | n/a |
| 2012 | Jun 27, 2012 | $159M | $159M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $278M | $260M | 6.9% | $191M | 13.4% | 18 | 19 | 0 | 0 |