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CRD 157394
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 |
|---|---|---|---|---|---|---|
| ANGEL, ROBIN, SHERYL | Trustee | C | yes | 08/2009 | Dec 19, 2011 | Mar 28, 2024 |
| DAVILA, RUBEN, ALLEN | ELECTED MANAGER | A | yes | 09/2011 | Dec 19, 2011 | Mar 28, 2024 |
| EIGHT REALES CAPITAL INVESTMENTS | Member | A | yes | 09/2011 | Dec 19, 2011 | Mar 28, 2024 |
| ELIZONDO, CARLOS, ALBERTO | Manager | C | yes | 01/2011 | Dec 19, 2011 | Mar 28, 2024 |
| FYGENSON, MENDEL | CHIEF EXECUTIVE OFFICER, ELECTED MANAGER | E | yes | 09/2014 | Mar 25, 2015 | Mar 28, 2024 |
| SMITH, RICHARD, ELLIOTT | SOLE MEMBER | E | yes | 03/2011 | Dec 19, 2011 | Mar 28, 2024 |
| Asano, John | Member | Na | no | 03/2024 | Mar 28, 2024 | Mar 28, 2024 |
| BERKIN, LARRY, NMN | Member | Na | no | 03/2024 | Dec 19, 2011 | Mar 28, 2024 |
| BERMAN, COREY | Member | A | no | 03/2012 | Mar 29, 2012 | Mar 28, 2024 |
| BRADFORD, PATRICK, THURMAN | Member | Na | no | 03/2024 | Mar 18, 2013 | Mar 28, 2024 |
| HOFFMAN, ERNEST, B. | Member | A | no | 03/2012 | Mar 29, 2012 | Mar 28, 2024 |
| ROBIN ANGEL TRUST | Owner | B | no | 03/2021 | Mar 25, 2021 | Mar 28, 2024 |
| STALTER, IRA, ALFRED | Member | Na | no | 03/2024 | Nov 28, 2012 | Mar 28, 2024 |
| THOMAS, CHRISTOPHER, HUGHES | CHIEF COMPLIANCE OFFICER | Na | no | 09/2014 | Jan 26, 2015 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $164M | $164M | 5 | 4 | 0 | n/a | n/a |
| 2024 | Mar 27, 2025 | $174M | $174M | 5 | 4 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $182M | $182M | 5 | 4 | 0 | n/a | n/a |
| 2022 | Mar 28, 2023 | $167M | $167M | 5 | 4 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $177M | $177M | 5 | 4 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $135M | $135M | 5 | 4 | 0 | n/a | n/a |
| 2019 | Mar 26, 2020 | $188M | $188M | 5 | 4 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $226M | $226M | 5 | 4 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $308M | $308M | 5 | 4 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $306M | $306M | 5 | 4 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $208M | $208M | 5 | 4 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $184M | $184M | 4 | 4 | n/a | n/a | n/a |
| 2013 | Mar 21, 2014 | $129M | $129M | 6 | 4 | n/a | n/a | n/a |
| 2012 | Mar 18, 2013 | $47.4M | $47.4M | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $1.1M | $1.1M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $164M | $174M | -5.5% | $167M | -0.6% | 5 | 5 | 0 | 0 |