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CRD 286084
BOULDER, CO
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 |
|---|---|---|---|---|---|---|
| Richard B Anderson | n/a | BOULDER, CO | 8 | 27 | n/a | no |
| Tyler Shumway Hamilton | n/a | BOULDER, CO | MISSOULA, MT | 6 | 17 | n/a | no |
| TIMOTHY JOSEPH SHASSERRE | Chartered Financial Analyst | BOULDER, CO | 3 | 12 | n/a | no |
| GREGORY JOEL CASALS | Chartered Financial Analyst | BOULDER, CO | 2 | 34 | 2 | no |
| DONALD BRENDAN BYRNE | n/a | BOULDER, CO | 1 | 12 | 1 | no |
| ADAM CHARLES VRABLEC | n/a | BOULDER, CO | 0 | 14 | 1 | no |
| Ryan Hobbs Giles | n/a | BOULDER, CO | 0 | 16 | n/a | no |
| Harold J Croley | n/a | BOULDER, CO | 0 | 10 | n/a | no |
| ASHLEY NICOLE PAPA | n/a | BOULDER, CO | 0 | 14 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PRO CYCLIST INSTITUTIONAL FUND, LP | Hedge Fund | $34.0M | Mar 27, 2024 | 42 | Mar 31, 2022 | reported | 021-432024 |
| BLACK SWIFT CREDIT OPPORTUNITY FUND, LP | Hedge Fund | $33.5M | Dec 14, 2023 | 29 | Jan 31, 2017 | reported | 021-285262 |
| BLACK SWIFT HEALTHIER FOCUS FUND, LP | Hedge Fund | $21.8M | Mar 27, 2024 | 38 | Jan 31, 2017 | reported | 021-285268 |
| BLACK SWIFT SPECIAL SITUATIONS FUND LP | Hedge Fund | $19.0M | Mar 27, 2024 | 11 | Feb 2, 2018 | reported | 021-285313 |
| PRO CYCLIST FUND, LP | Hedge Fund | $15.1M | Mar 27, 2024 | 82 | Jul 6, 2020 | reported | 021-369236 |
| BLACK SWIFT PARTNERS FUND, LP | Hedge Fund | $5.9M | Mar 27, 2024 | 9 | May 10, 2019 | reported | 021-336426 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CASALS, GREGORY, JOEL | MANAGING MEMBER, CIO | E | yes | 12/2016 | Jan 31, 2017 | Mar 27, 2024 |
| CASALS, LINDA, JO | CHIEF COMPLIANCE OFFICER | A | yes | 01/2018 | Feb 2, 2018 | Mar 27, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BLACK SWIFT PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $694M | $694M | 9 | 2 | 0 | 3 | n/a |
| 2024 | Apr 30, 2025 | $558M | $558M | 10 | 5 | 0 | 4 | n/a |
| 2023 | Mar 22, 2024 | $468M | $468M | 12 | 4 | 0 | 5 | $95.8M |
| 2022 | Mar 31, 2023 | $392M | $392M | 10 | 4 | 0 | 6 | $129M |
| 2021 | Mar 31, 2022 | $373M | $373M | 8 | 4 | 0 | 6 | $128M |
| 2020 | Mar 31, 2021 | $300M | $300M | 10 | 4 | 0 | 5 | $107M |
| 2019 | Mar 25, 2020 | $220M | $220M | 10 | 4 | 0 | 4 | $101M |
| 2018 | Mar 31, 2019 | $229M | $229M | 9 | 5 | 0 | 3 | $91.5M |
| 2017 | Mar 28, 2018 | $217M | $217M | 8 | 4 | 0 | 3 | $71.1M |
| 2016 | Jan 31, 2017 | $217M | $217M | 8 | 4 | n/a | 2 | $28.1M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 11.1% | 1 | 1 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $694M | $558M | 24.4% | $392M | 21.0% | 9 | 10 | 0 | 0 |