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CRD 116048
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 |
|---|---|---|---|---|---|---|
| MATTHEW CHARLES BOROWSKI | n/a | DALLAS, TX | 9 | 24 | 3 | no |
| MICHAEL JAY ANDERSON | Certified Financial Planner | DALLAS, TX | 9 | 22 | 2 | no |
| SCOTT ADAIR WOOD | n/a | DALLAS, TX | 9 | 34 | 3 | no |
| MARK HUNTER GEHLBACH | n/a | DALLAS, TX | 9 | 29 | 3 | no |
| TARA LEIGH SCOTTINO | Certified Financial Planner | DALLAS, TX | 9 | 26 | 8 | no |
| DHRUV MANIKTALA | Chartered Financial Analyst | DALLAS, TX | 9 | 21 | 1 | no |
| BRIAN EDWARD HEIDER | Chartered Financial Analyst | DALLAS, TX | 9 | 12 | 1 | no |
| MARCUS JEARL HAM | n/a | DALLAS, TX | 8 | 39 | 1 | no |
| CHRISTOPHER ELLIOTT PATE | n/a | FORT WORTH, TX | DALLAS, TX | 7 | 15 | 1 | no |
| CALEB Aaron BRIAN | Certified Financial Planner | DALLAS, TX | 7 | 13 | 1 | no |
| COLIN JAMES BINDNER | Certified Financial Planner | DALLAS, TX | 7 | 13 | 1 | no |
| Adam Edward Farris | Certified Financial Planner | DALLAS, TX | 7 | 11 | 1 | no |
| Jamie Nicole Scott | Certified Financial Planner | DALLAS, TX | 6 | 10 | 1 | no |
| KELLIE LAW CREWSE | n/a | DALLAS, TX | 6 | 17 | n/a | no |
| IVAN SALAZAR | Certified Financial Planner | DALLAS, TX | 4 | 11 | 1 | no |
| BRADEN RYAN COLE | Chartered Financial Analyst | DALLAS, TX | 4 | 18 | 3 | no |
| ZACHARY ALLAN KUHLMAN | n/a | DALLAS, TX | FT. WORTH, TX | 4 | 16 | 1 | no |
| MATT LANDING PEDEN | Chartered Financial Analyst | DALLAS, TX | 2 | 32 | n/a | no |
| JOSEPH PRESTON MORRISON | Certified Financial Planner | FORT WORTH, TX | DALLAS, TX | 2 | 11 | n/a | no |
| CHRISTOPHER HOLUB CONLAN | Chartered Financial Analyst | DALLAS, TX | 2 | 13 | n/a | no |
| WILLIAM TENNYSON SANDERS | n/a | DALLAS, TX | KERRVILLE, TX | 2 | 27 | 3 | no |
| ROYCE GLENN ITSCHNER | Certified Financial Planner|Personal Financial Specialist | KERRVILLE, TX | DALLAS, TX | 2 | 31 | 2 | no |
| ROYCE WESLEY MEDLIN | Chartered Financial Analyst | DALLAS, TX | 2 | 22 | 4 | no |
| COREY BRYANT LONG | Certified Financial Planner | DALLAS, TX | AUSTIN, TX | 2 | 21 | 4 | no |
| CHARLES FERRELL HALL | n/a | DALLAS, TX | KERRVILLE, TX | 2 | 19 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WESTERN ALTERNATIVE STRATEGIES, L.P. MULTI-STRATEGY SERIES | Hedge Fund | $287M | Jul 16, 2026 | 123 | Mar 30, 2021 | reported | 021-363033 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - INCOME | Hedge Fund | $158M | Jul 16, 2026 | 150 | Mar 29, 2023 | reported | 021-431405 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - ACTIVE EQUITY | Hedge Fund | $82.7M | Jul 16, 2026 | 124 | Mar 29, 2019 | reported | 021-332601 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - EQUITY | Hedge Fund | $52.0M | Jul 16, 2026 | 67 | Feb 1, 2012 | reported | 021-168350 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS VI | n/a | $43.4M | Jul 16, 2026 | 141 | Jul 16, 2026 | reported | 021-499641 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS IV | Other Private Fund | $38.7M | Jul 16, 2026 | 148 | Mar 29, 2023 | reported | 021-418201 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS V | Other Private Fund | $38.6M | Jul 16, 2026 | 112 | Mar 28, 2024 | reported | 021-470725 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - CREDIT | Hedge Fund | $36.8M | Jul 16, 2026 | 59 | Feb 1, 2012 | reported | 021-172885 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - REAL ESTATE VII | Real Estate Fund | $33.8M | Jul 16, 2026 | 73 | Mar 29, 2022 | reported | 021-415395 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS VII | n/a | $29.9M | Jul 16, 2026 | 88 | Jul 16, 2026 | reported | 021-533008 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNTIES II | Venture Capital Fund | $27.9M | Jul 16, 2026 | 72 | Mar 30, 2021 | reported | 021-373524 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNTIES | Venture Capital Fund | $27.2M | Jul 16, 2026 | 30 | May 3, 2019 | reported | 021-329351 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. TAIL RISK | Hedge Fund | $22.0M | Jul 16, 2026 | 172 | Mar 30, 2021 | reported | 021-375302 |
| WESTERN ALTERNATIVES STRATEGIES, L.P. - CO-GP | Other Private Fund | $20.3M | Jul 16, 2026 | 20 | Mar 28, 2024 | reported | 021-490743 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - PRIVATE OPPORTUNITIES III | Venture Capital Fund | $19.2M | Jul 16, 2026 | 36 | Mar 29, 2023 | reported | 021-446650 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS III | Other Private Fund | $17.9M | Jul 16, 2026 | 105 | Mar 29, 2022 | reported | 021-384719 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - APS | n/a | $17.8M | Jul 16, 2026 | 19 | Jul 16, 2026 | reported | 021-549870 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - REAL ESTATE VI | Real Estate Fund | $17.7M | Jul 16, 2026 | 41 | Mar 30, 2021 | reported | 021-381195 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS | Other Private Fund | $17.4M | Jul 16, 2026 | 106 | Mar 30, 2020 | reported | 021-337310 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - GPS II | Other Private Fund | $15.3M | Jul 16, 2026 | 95 | Mar 30, 2021 | reported | 021-354330 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. REAL ESTATE VIII | n/a | $12.5M | Jul 16, 2026 | 38 | Jul 16, 2026 | reported | 021-508219 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. - REAL ESTATE V | Real Estate Fund | $9.4M | Jul 16, 2026 | 22 | Mar 30, 2020 | reported | 021-347753 |
| WESTERN ALTERNATIVE STRATEGIES, L.P.-BELPOINTE | n/a | $9.1M | Jul 16, 2026 | 48 | Jul 16, 2026 | reported | 021-499638 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. -PRIVATE OPPORTUNITES IV | n/a | $8.7M | Jul 16, 2026 | 19 | Jul 16, 2026 | reported | 021-544634 |
| WESTERN ALTERNATIVE STRATEGIES, L.P. ENERGY IV | Other Private Fund | $8.6M | Jul 16, 2026 | 7 | Mar 28, 2024 | reported | 021-484361 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEHLBACH, MARK, HUNTER | MANAGING MEMBER, PRESIDENT | B | yes | 07/2000 | Jul 16, 2026 | Jul 16, 2026 |
| MANIKTALA, DHRUV | Cio | A | yes | 01/2018 | Jul 16, 2026 | Jul 16, 2026 |
| PATE, CHRISTOPHER, ELLIOTT | CHIEF OPERATING OFFICER | A | yes | 01/2019 | Jul 16, 2026 | Jul 16, 2026 |
| SHARP, WILLIAM, MICHAEL | CHIEF COMPLIANCE OFFICER AND MD OF FINANCE | Na | yes | 01/2018 | Jul 16, 2026 | Jul 16, 2026 |
| TRUE NORTH ADVISORS HOLDINGS, | Member | E | yes | 01/2024 | Jul 16, 2026 | Jul 16, 2026 |
| WOOD, SCOTT, ADAIR | MANAGING MEMBER, CHIEF EXECUTIVE OFFICER | C | yes | 07/2000 | Jul 16, 2026 | Jul 16, 2026 |
| ASPIRE HOLDINGS, LLC | Member | E | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| COPELAND, JOHN, WILLIAM | ELECTED MANAGER | F | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| DAVIS, PAULA, POND | MD OF DALLAS | Na | yes | 01/2013 | Mar 28, 2014 | Sep 26, 2024 |
| GEHLBACH, MARK, HUNTER | ELECTED MANAGER | F | yes | 01/2024 | Mar 29, 2012 | Sep 26, 2024 |
| HGGC FUND IV-A.L.P. | Member | D | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| MANIKTALA, DHRUV | ELECTED MANAGER | F | yes | 01/2024 | Mar 29, 2019 | Sep 26, 2024 |
| PATE, CHRISTOPHER, ELLIOTT | ELECTED MANAGER | F | yes | 01/2024 | May 3, 2019 | Sep 26, 2024 |
| PROJECT DELTA ACQUISITION, LLC | Member | C | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| TRUE NORTH ADVISORS HOLDINGS, LLC | Member | E | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| WOOD FAMILY TRUST | Member | C | yes | 01/2024 | Mar 28, 2024 | Sep 26, 2024 |
| WOOD, SCOTT, ADAIR | Trustee | F | yes | 01/2024 | Mar 29, 2012 | Sep 26, 2024 |
| WOOD, SCOTT, ADAIR | ELECTED MANAGER | F | yes | 01/2024 | Mar 29, 2012 | Sep 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| TNWASGP, LLC | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| FORT WORTH | TX | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $5.4B | $5.0B | 89 | 31 | 5 | 34 | n/a |
| 2024 | Mar 31, 2025 | $4.5B | $4.1B | 65 | 28 | 3 | 30 | n/a |
| 2023 | Mar 28, 2024 | $3.3B | $3.3B | 52 | 21 | 1 | 27 | $812M |
| 2022 | Mar 29, 2023 | $3.0B | $3.0B | 42 | 18 | 1 | 24 | $667M |
| 2021 | Mar 29, 2022 | $2.9B | $2.8B | 37 | 15 | 1 | 21 | $419M |
| 2020 | Mar 30, 2021 | $2.3B | $2.3B | 37 | 17 | 1 | 19 | $299M |
| 2019 | Mar 30, 2020 | $1.6B | $1.6B | 31 | 17 | 1 | 14 | $155M |
| 2018 | Mar 29, 2019 | $1.1B | $1.1B | 24 | 11 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $1.2B | $1.1B | 23 | 9 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $1.1B | $1.1B | 23 | 9 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $1.2B | $1.1B | 23 | 10 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $1.3B | $1.1B | 30 | 14 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $1.1B | $874M | 26 | 14 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $1.1B | $869M | 23 | 15 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $980M | $817M | 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 | 9 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $5.4B | $4.5B | 21.1% | $3.0B | 21.7% | 89 | 65 | 5 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| AMERICAN SECURITIES GROUP, INC. | 3 | Dec 31, 2016 | May 30, 2006 | DALLAS, TX | Team lift out | Other | 30.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CLEAR ROCK ADVISORS, LLC | 6 | Sep 17, 2024 | Sep 17, 2024 | KERRVILLE, TX | Firm absorbed | RIA to RIA | 100.0% |