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CRD 143771
DALLAS, TX
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 |
|---|---|---|---|---|---|---|
| JAMES FITZMORRIS KULL | Certified Financial Planner|Chartered Financial Analyst | DALLAS, TX | AUSTIN, TX | 19 | 23 | 2 | no |
| BRANDON DARELL RATZLAFF | Certified Financial Planner | DALLAS, TX | 10 | 22 | 5 | no |
| JENNIFER N COOK | Certified Financial Planner | DALLAS, TX | 4 | 12 | n/a | no |
| Carson Wright | Certified Financial Planner | DALLAS, TX | 1 | 13 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CSOP PALANTIR III, LP | Private Equity Fund | $27.7M | Jan 24, 2022 | 46 | Sep 29, 2017 | dropped | 021-231925 |
| CYPRESS GOLDCREST FUND III FEEDER, LP | Venture Capital Fund | $9.0M | Mar 30, 2026 | 54 | Mar 31, 2022 | reported | 021-407835 |
| ENTABLATURE HOUZZ, LP | Private Equity Fund | $7.0M | Mar 30, 2026 | 8 | Mar 24, 2020 | reported | n/a |
| CG-4 FEEDER, LP | n/a | $5.3M | Mar 30, 2026 | 64 | Mar 30, 2026 | reported | 021-557781 |
| GOLDCREST INVESTMENTS GOLDIEBLOX, LP | Private Equity Fund | $2.5M | Sep 29, 2017 | 18 | Sep 29, 2017 | dropped | n/a |
| GOLDCREST GOLDIEBLOX II, LP | Private Equity Fund | $500,000 | Sep 29, 2017 | 10 | Sep 29, 2017 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BOYD, RONALD, SCOTT | Cco | A | yes | 03/2019 | Mar 30, 2026 | Mar 30, 2026 |
| KULL, JAMES, FITZMORRIS | MANAGING MEMBER PARTNERSHIP | D | yes | 05/2007 | Mar 30, 2026 | Mar 30, 2026 |
| McAninch, Ai Vee, NMN | SENIOR VICE PRESIDENT | A | yes | 01/2022 | Mar 30, 2026 | Mar 30, 2026 |
| RATZLAFF, BRANDON, DARELL | Member | Na | yes | 01/2020 | Mar 30, 2026 | Mar 30, 2026 |
| CSOP INVESTMENTS GP, INC. | GENERAL PARTNER | F | no | 11/2006 | Oct 20, 2020 | Mar 29, 2024 |
| CSOP INVESTMENTS, LP | TEXAS LIMITED PARTNERSHIP | B | no | 12/2006 | Oct 20, 2020 | Mar 29, 2024 |
| ROSS, ADAM, BRIAN | President | E | no | 11/2006 | Jan 29, 2013 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CYPRESS LGC SPV LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Austin | TX | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $1.5B | $1.3B | 12 | 4 | 1 | 3 | n/a |
| 2024 | Apr 21, 2025 | $1.1B | $933M | 22 | 4 | 1 | 2 | n/a |
| 2023 | Mar 29, 2024 | $798M | $687M | 22 | 3 | 1 | 2 | $9.4M |
| 2022 | Mar 31, 2023 | $616M | $522M | 21 | 3 | 1 | 2 | $17.5M |
| 2021 | Mar 31, 2022 | $728M | $626M | 15 | 3 | 1 | 2 | $27.0M |
| 2020 | Mar 25, 2021 | $630M | $514M | 15 | 2 | 1 | 2 | $64.3M |
| 2019 | Mar 24, 2020 | $689M | $599M | 17 | 3 | 1 | 2 | $48.7M |
| 2018 | Mar 31, 2019 | $591M | $549M | 17 | 6 | 1 | 1 | $12.0M |
| 2017 | Mar 30, 2018 | $571M | $539M | 16 | 6 | 1 | 1 | $12.0M |
| 2016 | Mar 31, 2017 | $561M | $493M | 11 | 5 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $517M | $400M | 9 | 5 | n/a | n/a | n/a |
| 2014 | Apr 3, 2015 | $454M | $404M | 7 | 5 | n/a | n/a | n/a |
| 2013 | Apr 2, 2014 | $495M | $349M | 7 | 4 | n/a | n/a | n/a |
| 2012 | May 9, 2013 | $229M | $225M | 7 | 4 | n/a | n/a | n/a |
| 2011 | Apr 3, 2012 | $180M | $178M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.1B | 36.6% | $616M | 33.5% | 12 | 22 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LEXINGTON HILL PARTNERS, LLC | 2 | Jul 5, 2019 | Jun 13, 2019 | DALLAS, TX | Team lift out | RIA to RIA | 40.0% |