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CRD 127310
SAN FRANCISCO, 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 |
|---|---|---|---|---|---|---|
| TERRANOVA, ANN, JENNIE | OWNER & CEO, CHIEF COMPLIANCE OFFICER | E | yes | 06/2004 | Mar 1, 2012 | Mar 8, 2019 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Mar 8, 2019 | $114M | $114M | 3 | 1 | 0 | n/a | n/a |
| 2017 | Mar 16, 2018 | $111M | $111M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Jan 20, 2017 | $111M | $99.1M | 4 | 1 | n/a | n/a | n/a |
| 2011 | Mar 1, 2012 | $49.1M | $49.1M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $114M | $111M | 3.2% | n/a | n/a | 3 | 1 | 0 | 0 |