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CRD 107808
CLEVELAND, OH
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 |
|---|---|---|---|---|---|---|
| TIMOTHY MICHAEL HYLAND | n/a | CLEVELAND, OH | 26 | 42 | n/a | no |
| BRIAN LEE GEVRY | Chartered Financial Analyst | CLEVELAND, OH | 26 | 32 | n/a | no |
| MICHAEL EDWARD BEE | n/a | CLEVELAND, OH | 26 | 26 | n/a | no |
| DEBORAH JEAN LEET | n/a | CLEVELAND, OH | 26 | 26 | n/a | no |
| DAVID MICHAEL DIRK | Chartered Financial Analyst | CLEVELAND, OH | 26 | 26 | n/a | no |
| THEODORE NOEL HELLMUTH | n/a | CLEVELAND, OH | 24 | 32 | n/a | no |
| JUSTIN CHARLES WAGGONER | n/a | CLEVELAND, OH | 18 | 26 | n/a | no |
| BRIAN A CONVERY | Chartered Financial Analyst | CLEVELAND, OH | 14 | 15 | n/a | no |
| MICHAEL RICHARD VANDENBOSSCHE | Chartered Financial Analyst | CLEVELAND, OH | Bloomfield Hills, MI | 11 | 37 | n/a | no |
| PATRICK JOSEPH PRATO | n/a | CLEVELAND, OH | 8 | 33 | 2 | yes |
| RANK ORION DAWSON | Chartered Financial Analyst | Cleveland, OH | 8 | 19 | 1 | no |
| BOBBY JOHN FRADY | n/a | Tampa, FL | CLEVELAND, OH | 8 | 18 | 4 | no |
| Ashish Kumar Mishra | n/a | Cleveland, OH | 7 | 10 | n/a | no |
| GREGORY DAVID OVIATT | Chartered Financial Analyst | CLEVELAND, OH | Bloomfield Hills, MI | 6 | 26 | n/a | no |
| STEPHEN BRADLEY FUSH | Chartered Financial Analyst | Bloomfield Hills, MI | CLEVELAND, OH | 6 | 25 | n/a | no |
| ADAM CARTER THAYER | Chartered Financial Analyst | Bloomfield Hills, MI | CLEVELAND, OH | 2 | 28 | n/a | no |
| Alec L Gevry | n/a | Cleveland, OH | 2 | 13 | n/a | no |
| MICHAEL JOSEPH KRUSHENA | Chartered Financial Analyst | CLEVELAND, OH | Bloomfield, MI | 1 | 30 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BOYD WATTERSON GSA FUND, LP | Real Estate Fund | $739M | Sep 7, 2016 | 79 | Oct 17, 2014 | dropped | n/a |
| BOYD WATTERSON LIMITED DURATION MID-GRADE FUND, LLC | Other Private Fund | $102M | Sep 7, 2016 | 11 | Mar 25, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEE, MICHAEL, EDWARD | EXECUTIVE VICE PRESIDENT | Na | yes | 03/2003 | Mar 29, 2012 | Sep 13, 2024 |
| BOYD WATTERSON LLC | Shareholder | E | yes | 12/2008 | Sep 13, 2024 | Sep 13, 2024 |
| BOYD-TAMCO HOLDINGS, LLC | Shareholder | E | yes | 12/2021 | Mar 23, 2016 | Sep 13, 2024 |
| BW NEWCO HOLDCO, INC | Member | D | yes | 08/2024 | Sep 13, 2024 | Sep 13, 2024 |
| CONVERY, BRIAN, A | EXECUTIVE VICE PRESIDENT/ CO-CHIEF INVESTMENT OFFICER | Na | yes | 08/2019 | Mar 31, 2020 | Sep 13, 2024 |
| Everson, Sarah, Hunt | Trustee | F | yes | 11/2013 | Sep 13, 2024 | Sep 13, 2024 |
| GEVRY, BRIAN, LEE | CEO / CO-CHIEF INVESTMENT OFFICER | Na | yes | 01/2006 | Mar 29, 2012 | Sep 13, 2024 |
| HUNT AMBER DEVELOPMENT US, LLC | Shareholder | C | yes | 02/2015 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT AMBER HOLDINGS US, LLC | Shareholder | D | yes | 02/2015 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT AMBER LONDON 1 LIMITED | Member | C | yes | 08/2024 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT AMBER OWNERSHIP, LLC | Member | E | yes | 06/2018 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT AMBER OWNERSHIP, LLC | Member | E | yes | 06/2018 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT COMPANIES, INC. | Member | E | yes | 10/2005 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT COMPANY, LLC | Member | E | yes | 02/2016 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT FS HOLDINGS LLC | Member | E | yes | 04/2018 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT, JASON, MICHAEL | Trustee | F | yes | 11/2013 | Sep 13, 2024 | Sep 13, 2024 |
| HUNT, JOSHUA, WILLIAM | Trustee | F | yes | 11/2013 | Sep 13, 2024 | Sep 13, 2024 |
| Hunt, Matthew, Daniel | Trustee | F | yes | 11/2013 | Sep 13, 2024 | Sep 13, 2024 |
| HYLAND, TIMOTHY, MICHAEL | PRESIDENT, NATIONAL DIRECTOR OF SALES AND MARKETING | Na | yes | 01/2006 | Mar 29, 2012 | Sep 13, 2024 |
| JAMIESON, PATRICIA, JANE | EXECUTIVE VICE PRESIDENT, CHIEF FINANCIAL OFFICER | Na | yes | 03/2016 | Mar 23, 2016 | Sep 13, 2024 |
| Perry, Stephen, Alexander | EXECUTIVE VICE PRESIDENT, STRATEGIC ADVISOR | Na | yes | 01/2015 | Mar 31, 2023 | Sep 13, 2024 |
| Tarantino, Thomas, Joseph | EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF LEGAL OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 03/2016 | Mar 23, 2016 | Sep 13, 2024 |
| WALER, JAMES, ALLAN | EXECUTIVE VICE PRESIDENT/CHIEF TECHNOLOGY OFFICER | Na | yes | 01/2006 | Mar 29, 2012 | Sep 13, 2024 |
| WGH DYNASTY TRUST | Shareholder | D | yes | 03/2013 | Sep 13, 2024 | Sep 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BOYD WATTERSON GSA GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| BOYD WATTERSON STATE GOVERNMENT GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| BW CLO GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| BW GOVERNMENT INTERNATIONAL FEEDER FUND GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| BW GOVERNMENT PROPERTIES MANAGER, LLC | n/a | n/a | n/a | Y | no | n/a |
| BW MG GP, LLC | n/a | n/a | n/a | Y | no | n/a |
| DIVERSIFIED GOVERNMENT REIT II, INC. | n/a | n/a | n/a | Y | no | n/a |
| DIVERSIFIED GOVERNMENT REIT, INC. | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| BLOOMFIELD HILLS | Mi | United States | 5 | no |
| Chicago | IL | United States | 3 | no |
| Washington | Dc | United States | 2 | no |
| Denver | Co | United States | 1 | no |
| WEST HARTFORD | Ct | United States | 1 | no |
| Tampa | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $19B | $18B | 140 | 51 | 8 | 2 | n/a |
| 2024 | Mar 25, 2025 | $18B | $17B | 124 | 44 | 6 | n/a | n/a |
| 2023 | Mar 26, 2024 | $18B | $17B | 121 | 45 | 6 | n/a | n/a |
| 2022 | Mar 31, 2023 | $17B | $16B | 118 | 43 | 5 | n/a | n/a |
| 2021 | Mar 31, 2022 | $17B | $16B | 116 | 40 | 5 | n/a | n/a |
| 2020 | Mar 31, 2021 | $13B | $13B | 98 | 38 | 4 | n/a | n/a |
| 2019 | Mar 31, 2020 | $8.1B | $7.5B | 89 | 24 | 2 | n/a | n/a |
| 2018 | Mar 29, 2019 | $6.9B | $6.4B | 78 | 18 | 3 | n/a | n/a |
| 2017 | Mar 29, 2018 | $6.7B | $6.2B | 74 | 21 | 3 | n/a | n/a |
| 2016 | Mar 30, 2017 | $7.0B | $6.1B | 70 | 18 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $6.4B | $5.4B | 57 | 18 | n/a | 2 | $841M |
| 2014 | Mar 13, 2015 | $5.2B | $4.5B | 48 | 17 | n/a | 2 | $155M |
| 2013 | Mar 25, 2014 | $4.9B | $4.2B | 43 | 16 | n/a | 1 | $60.0M |
| 2012 | Mar 13, 2013 | $4.8B | $3.9B | 35 | 14 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $4.8B | $3.9B | 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 | $19B | $18B | 3.0% | $17B | 3.0% | 140 | 124 | 8 | 6 |