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CRD 282565
CHATTANOOGA, TN
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 |
|---|---|---|---|---|---|---|
| MARINUS STEPHEN VELTENAAR | Certified Financial Planner | CHATTANOOGA, TN | 10 | 23 | 1 | no |
| AMY RENEE STONE | n/a | CHATTANOOGA, TN | 10 | 17 | 2 | no |
| SHAWNA MCCOY | n/a | CHATTANOOGA, TN | 5 | 13 | 1 | no |
| David Horner Wolfe | n/a | CHATTANOOGA, TN | 4 | 10 | n/a | no |
| Colby Lance Kaluzniak | n/a | CHATTANOOGA, TN | 2 | 10 | 2 | no |
| Jennifer Morrison | n/a | CHATTANOOGA, TN | 1 | 13 | 1 | no |
| JULIE WEDDLE | n/a | CHATTANOOGA, TN | 1 | 10 | 2 | no |
| KATHERINE Danielle Staten-Sneed | n/a | CHATTANOOGA, TN | 1 | 10 | n/a | no |
| Jerome Hyonjin You | n/a | CHATTANOOGA, TN | 1 | 10 | 1 | no |
| Reed David Walters | n/a | CHATTANOOGA, TN | 1 | 30 | 10 | no |
| KENT BERRY MANN | Chartered Financial Analyst | CHATTANOOGA, TN | 0 | 13 | n/a | no |
| Michael Allan Albertson | n/a | CHATTANOOGA, TN | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CUMBERLAND LAUREL FUND I, LLC | Real Estate Fund | $9.4M | Aug 8, 2024 | 19 | Mar 18, 2022 | reported | 021-434380 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Allen, Grant, McCall | SR INVESTMENT STRATEGIST, PARTNER | Na | yes | 01/2023 | Mar 18, 2024 | Aug 8, 2024 |
| STONE, AMY, RENEE | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | Jan 15, 2016 | Aug 8, 2024 |
| VELTENAAR, MARINUS, STEPHEN | MANAGING MEMBER | E | yes | 01/2012 | Jan 15, 2016 | Aug 8, 2024 |
| BLEWETT, THOMAS, RICHARD | MINORITY PARTNER | Na | no | 01/2018 | Feb 5, 2018 | Aug 8, 2024 |
| Veltenaar, Rosalind | MINORITY PARTNER | B | no | 01/2018 | Feb 5, 2018 | Aug 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACUMEN PRIVATE REAL ESTATE, LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $638M | $590M | 17 | 12 | 0 | 1 | n/a |
| 2024 | Apr 30, 2025 | $594M | $553M | 17 | 10 | 0 | 1 | n/a |
| 2023 | Mar 18, 2024 | $427M | $386M | 17 | 10 | 0 | 1 | $9.4M |
| 2022 | Mar 30, 2023 | $339M | $305M | 16 | 10 | 0 | 1 | $9.1M |
| 2021 | Mar 18, 2022 | $354M | $310M | 16 | 10 | 0 | 1 | $0 |
| 2020 | Mar 26, 2021 | $276M | $237M | 13 | 7 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $232M | $194M | 11 | 5 | 1 | n/a | n/a |
| 2018 | Mar 27, 2019 | $185M | $153M | 10 | 5 | 0 | n/a | n/a |
| 2017 | Feb 5, 2018 | $167M | $132M | 9 | 4 | 0 | n/a | n/a |
| 2016 | Mar 6, 2017 | $131M | $100M | 10 | 5 | 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 | 1 | -1 | 8.3% | 0 | 0 | 0 | 4 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $638M | $594M | 7.5% | $339M | 23.6% | 17 | 17 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| NFP ADVISOR SERVICES, LLC | 2 | Feb 8, 2016 | Feb 8, 2016 | CHATTANOOGA, TN | Team lift out | Other | 0.5% |