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CRD 122085
SARASOTA, FL
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 |
|---|---|---|---|---|---|---|---|
| MPC FED CI ENERGY FUND II, LLC | Other Private Fund | $184M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1952820 |
| MPC FED 2022 ENERGY FUND MM LLC | Other Private Fund | $112M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1932616 |
| MPC FEDERAL 2022 CREDIT FUND 1 | Other Private Fund | $51.0M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1839047 |
| MPC FED 2022 ENERGY FUND II | Other Private Fund | $46.4M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1935003 |
| MPC FED 2023 ENERGY FUND RJ, LLC | Other Private Fund | $41.5M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1992797 |
| MONARCH FEDERAL HISTORIC PRESERVATION FUND III | Other Private Fund | $35.9M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1945472 |
| MPC FED CI ENERGY FUND III, LLC | Other Private Fund | $32.5M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1995922 |
| MPC BRICKSTREET 2023 HISTORIC FUND, LLC | Other Private Fund | $22.6M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1988972 |
| MG SHAD, LLC | Other Private Fund | $18.8M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1950439 |
| MPC FEDERAL 2021 HISTORIC ICF 2, LLC | Other Private Fund | $15.5M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1847033 |
| MPC FED 2023 ENERGY FUND I, LLC | Other Private Fund | $13.3M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1963279 |
| MPC HI LIHTC MY ICF, LLC | Other Private Fund | $12.7M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1846762 |
| MPC BRICKSTREET 2022 HISTORIC FUND II, LLC | Other Private Fund | $12.5M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1885103 |
| MONARCH MSS MO 2022 ICF 1 LLC | Other Private Fund | $11.9M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1874627 |
| MPC FED 2023 EERGY FUND IV, LLC | Other Private Fund | $11.9M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1990273 |
| MPC FED 2023 EERGY FUND II, LLC | Other Private Fund | $10.8M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1965767 |
| MPC FED 2023 ENERGY FUND PRI, LLC | Other Private Fund | $8.0M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1992798 |
| MPC CO LIHTC MM MY ICF, LLC | Other Private Fund | $6.5M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1973766 |
| MPC SC 2025 ICF LLC | Other Private Fund | $6.1M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1916785 |
| MPC SC 2024 ICF LLC | Other Private Fund | $6.1M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1916784 |
| MPC FEDERAL 2021 HISTORIC ICF 3, LLC | Other Private Fund | $6.1M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1847550 |
| MPC GA 2022 MY5 2, LLC | Other Private Fund | $5.4M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1921801 |
| MPC SC 2026 ICF LLC | Other Private Fund | $4.3M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1936538 |
| MPC FED 2021 ENERGY FUND I, LLC | Other Private Fund | $3.3M | Mar 29, 2024 | 1 | Jan 4, 2023 | reported | 021-1822746 |
| MPC FEDERAL 2023 HISTORIC ICF 1, LLC | Other Private Fund | $2.6M | Mar 29, 2024 | 1 | Mar 29, 2024 | reported | 021-1957328 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEORGE L. STROBEL SECOND DESCENDANT'S TRUST | Owner | E | yes | 07/2002 | Jan 4, 2023 | Mar 29, 2024 |
| GOLDEN, JUDITH, COHEN | MANAGING MEMBER | D | yes | 07/2002 | Jan 4, 2023 | Mar 29, 2024 |
| OSPREY TRUST | LIMITED PARTNER | E | yes | 03/2016 | Jan 4, 2023 | Mar 29, 2024 |
| PERIGEE GROUP LLC | GENERAL PARTNER | Na | yes | 05/2002 | Jan 4, 2023 | Mar 29, 2024 |
| STROBEL INVESTMENT ADVISORS, INC. | GENERAL PARTNER | F | yes | 07/2002 | Jan 4, 2023 | Mar 29, 2024 |
| STROBEL INVESTMENTS, L.P. | LIMITED PARTNER | E | yes | 05/2002 | Jan 4, 2023 | Mar 29, 2024 |
| STROBEL, GEORGE, LEWIS | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | Na | yes | 07/2002 | Jan 4, 2023 | Mar 29, 2024 |
| ROYKO, JESSICA, GOLDEN | Trustee | F | no | 03/2016 | Jan 26, 2023 | Mar 29, 2024 |
| Strobel, Caroline, Davis | Trustee | F | no | 04/2002 | Jan 26, 2023 | Mar 29, 2024 |
| STROBEL, GEORGE, LEWIS | Grantor | F | no | 04/2002 | Jan 4, 2023 | Mar 29, 2024 |
| STROBEL, GEORGE, LEWIS | Trustee | F | no | 03/2016 | Jan 26, 2023 | Mar 29, 2024 |
| STROBEL, GEORGE, LEWIS | Beneficiary | F | no | 04/2002 | Jan 26, 2023 | Mar 29, 2024 |
| STROBEL, GEORGE, LEWIS | LIMITED PARTNER | F | no | 07/2002 | Jan 4, 2023 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALCHEMY MANAGEMENT SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| GEORGIA AHI FUND 2 MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| GEORGIA AHI FUND 4 MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MONARCH FEDERAL ENERGY FUND MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MONARCH FEDERAL HTC MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MONARCH LOW INCOME HOUSING, LLC | n/a | n/a | n/a | N | yes | n/a |
| MPC FED IMPACT FUND MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MPC FEDERAL MARKET RATE OZ MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MPC FEDERAL REALTY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MPC STATE LIHTC MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| PERIGEE CONSULTING, LLP | n/a | n/a | n/a | N | yes | n/a |
| PERIGEE SECURITIES LP | n/a | n/a | n/a | N | yes | n/a |
| PERIGEE WEALTH MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| STCE FEDERAL HTC MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| STCE MO MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| STCE SC MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| STCE STATE HTC MANAGER, 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 27, 2026 | $426M | $426M | 1 | 1 | 0 | 118 | n/a |
| 2024 | Mar 31, 2025 | $1.1B | $1.1B | 1 | 1 | 0 | 100 | n/a |
| 2023 | Mar 29, 2024 | $698M | $698M | 1 | 1 | 0 | 76 | $698M |
| 2022 | Mar 27, 2023 | $127M | $127M | 1 | 1 | 0 | 48 | $106M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $426M | $1.1B | -61.9% | $127M | 49.6% | 1 | 1 | 0 | 0 |