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CRD 297426
EL SEGUNDO, CA
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 |
|---|---|---|---|---|---|---|
| Couvrecelle, Philippe | President | Na | yes | 03/2018 | May 26, 2018 | Jun 4, 2021 |
| Dausch, Justin, Carter | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2018 | May 26, 2018 | Jun 4, 2021 |
| EURAZEO SA | HOLDING COMPANY | E | yes | 04/2014 | May 26, 2018 | Jun 4, 2021 |
| HADJADJ, HAROLD, MIMOUN | TREASURER & CFO | Na | yes | 03/2018 | May 26, 2018 | Jun 4, 2021 |
| IM GLOBAL PARTNER SAS | PARENT ENTITY | E | yes | 03/2018 | May 26, 2018 | Jun 4, 2021 |
| IM SQUARE PARTNERS HOLDING | Member | E | yes | 05/2021 | Jun 3, 2021 | Jun 4, 2021 |
| IM SQUARE SAS | PARENT ENTITY | E | yes | 12/2016 | May 26, 2018 | Jun 4, 2021 |
| LEGENDRE HOLDING 36 | HOLDING COMPANY | D | yes | 06/2015 | May 26, 2018 | Jun 4, 2021 |
| Maunoury, Jean | CHIEF INVESTMENT OFFICER | Na | yes | 03/2018 | May 26, 2018 | Jun 4, 2021 |
| SEELEY, JEFFREY, KENT | CHIEF OPERATING OFFICER AND HEAD OF DISTRIBUTION | Na | yes | 03/2018 | May 26, 2018 | Jun 4, 2021 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT LLC | n/a | Other adviser | $14B | N | yes | n/a |
| DYNAMIC BETA INVESTMENTS LLC | n/a | Asset manager | $5.7B | N | yes | n/a |
| SCHARF INVESTMENTS, LLC | n/a | Mixed wealth | $4.2B | N | yes | n/a |
| LITMAN GREGORY FUND ADVISORS, LLC | n/a | Asset manager | $4.0B | Y | no | n/a |
| LITMAN GREGORY ASSET MANAGEMENT, LLC | n/a | Former SEC adviser | $2.7B | Y | no | n/a |
| IM GLOBAL PARTNERS SAS | n/a | n/a | n/a | Y | no | n/a |
| IM GLOBAL US DISTRIBUTORS LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Conshohocken | Pa | United States | 4 | yes |
| Miami | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Jan 18, 2021 | $123M | $123M | 9 | 2 | 2 | n/a | n/a |
| 2019 | Mar 5, 2020 | $49.7M | $49.7M | 9 | 2 | 1 | n/a | n/a |
| 2018 | Mar 1, 2019 | $2.2M | $2.2M | 8 | 2 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $123M | $49.7M | 147.5% | n/a | n/a | 10 | 9 | 2 | 1 |