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CRD 163264
DALLAS, TX
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| P•••••• A••••••••• A•• P•••••• A••••••••• I• J•••• V•••••• | Hedge Fund | $150M | Mar 29, 2024 | 24 | Mar 30, 2012 | reported | 021-189983 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••• I••• B••••••• | MANAGING MEMBER | E | yes | 05/1972 | Mar 30, 2012 | Mar 29, 2024 |
| S•••••••• A•••••• L•••• | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | Mar 26, 2016 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $145M | $150M | -3.4% | $152M | -1.6% | 6 | 5 | 0 | 0 |
| Mar 31, 2025 |
| $145M |
| $145M |
| 6 |
| 1 |
| 0 |
| 1 |
| n/a |
| 2023 | Mar 29, 2024 | $150M | $150M | 5 | 1 | 0 | 1 | $150M |
| 2022 | Mar 30, 2023 | $173M | $173M | 4 | 2 | 0 | 1 | $173M |
| 2021 | Mar 31, 2022 | $152M | $152M | 4 | 2 | 0 | 1 | $152M |
| 2020 | Mar 30, 2021 | $156M | $156M | 5 | 3 | 0 | 1 | $156M |
| 2019 | Mar 19, 2020 | $332M | $332M | 5 | 3 | 0 | 1 | $332M |
| 2018 | Mar 27, 2019 | $250M | $250M | 5 | 3 | 0 | 1 | $250M |
| 2017 | Mar 27, 2018 | $297M | $297M | 5 | 3 | 0 | 1 | $297M |
| 2016 | Mar 30, 2017 | $261M | $261M | 5 | 3 | n/a | 1 | $261M |
| 2015 | Mar 26, 2016 | $307M | $307M | 5 | 3 | n/a | 1 | $307M |
| 2014 | Mar 25, 2015 | $281M | $281M | 4 | 3 | n/a | 1 | $281M |
| 2013 | Mar 25, 2014 | $246M | $246M | 4 | 3 | n/a | 1 | $246M |
| 2012 | Mar 25, 2013 | $190M | $190M | 4 | 3 | n/a | 1 | $190M |