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CRD 285821
HUNTINGDON VALLEY, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B&S INVESTMENT HOLDINGS, LLC | MANAGING MEMBER | D | yes | 10/2016 | Dec 8, 2016 | Mar 29, 2019 |
| FREEZE, SCOTT, JONATHAN | PRESIDENT / INVESTMENT COMMITTEE MEMBER | Na | yes | 10/2016 | Dec 8, 2016 | Mar 29, 2019 |
| LIBRATI, JONATHAN, (NMN) | Owner | E | yes | 09/2017 | Sep 26, 2017 | Mar 29, 2019 |
| LIVINGSTON, DOUGLAS, WILLIAM | CHIEF FINANCIAL OFFICER | Na | yes | 10/2016 | Dec 8, 2016 | Mar 29, 2019 |
| SSSDMG HOLDINGS LLC | MANAGING MEMBER | D | yes | 10/2016 | Dec 8, 2016 | Mar 29, 2019 |
| TURNER, SHAWN, PHILLIP | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2016 | Dec 8, 2016 | Mar 29, 2019 |
| TURNER, SHAWN, PHILLIP | MANAGING MEMBER | F | yes | 09/2016 | Dec 8, 2016 | Mar 29, 2019 |
| W.T.H INC. | Owner | E | yes | 01/2014 | May 9, 2017 | Mar 29, 2019 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PRECISION SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Mar 29, 2019 | $26.1M | $26.1M | 4 | 3 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $52.0M | $52.0M | 4 | 3 | 0 | 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 | $26.1M | $52.0M | -49.8% | n/a | n/a | 4 | 4 | 0 | 0 |