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CRD 121992
BURR RIDGE, IL
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 |
|---|---|---|---|---|---|---|
| JEFFREY JACOB HOLLAND | n/a | HINSDALE, IL | 23 | 24 | n/a | no |
| JEFFREY RUSSELL COYNER | n/a | Burr Ridge, IL | 13 | 36 | n/a | no |
| SCOTT EDWARD MANN | n/a | HOUSTON, TX | 11 | 29 | 1 | no |
| NICHOLAS THOMAS LEFTAKES | n/a | Burr Ridge, IL | 3 | 36 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COYNER, JEFFREY, RUSSELL | Member | D | yes | 01/2016 | Nov 7, 2016 | Dec 26, 2024 |
| HOLLAND, JEFFREY, JACOB | MEMBER; CHIEF COMPLIANCE OFFICER (2016) | D | yes | 07/2002 | Nov 7, 2016 | Dec 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $222M | $222M | 4 | 4 | 0 | n/a | n/a |
| 2024 | Feb 5, 2025 | $190M | $190M | 4 | 4 | 0 | n/a | n/a |
| 2023 | Feb 6, 2024 | $191M | $191M | 4 | 4 | 0 | n/a | n/a |
| 2022 | Feb 15, 2023 | $189M | $189M | 4 | 4 | 0 | n/a | n/a |
| 2021 | Feb 10, 2022 | $169M | $169M | 4 | 4 | 0 | n/a | n/a |
| 2016 | Feb 10, 2017 | $50.4M | $50.4M | 3 | 3 | 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 | $222M | $190M | 16.5% | $189M | 5.5% | 4 | 4 | 0 | 0 |