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CRD 104864
NEW YORK, NY
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 |
|---|---|---|---|---|---|---|
| ELLEN MARIE LAZARUS | n/a | NEW YORK, NY | 5 | 29 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CP INTERNATIONAL PARTNERS, LP | Other Private Fund | $23.8M | Aug 8, 2024 | 63 | Mar 25, 2019 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COSTER, RICHARD, JOSEPH | OFFICER - PRESIDENT AND CEO | Na | yes | 08/2024 | Mar 30, 2012 | Aug 8, 2024 |
| Cutter, Margaret | OFFICER - VICE PRESIDENT | Na | yes | 04/2019 | May 11, 2020 | Aug 8, 2024 |
| HOLLERAN, DEMING, PRATT | MANAGING MEMBER; DIRECTOR | Na | yes | 01/1995 | Mar 30, 2012 | Aug 8, 2024 |
| HUNT, DAVID, PRATT | MANAGING MEMBER; CHAIRMAN | Na | yes | 01/1995 | Mar 30, 2012 | Aug 8, 2024 |
| LEE, SOFIA | OFFICER, VICE PRESIDENT - TAX | Na | yes | 05/2022 | Mar 23, 2023 | Aug 8, 2024 |
| LOPEZ, CYNTHIA | OFFICER - VICE PRESIDENT | Na | yes | 12/2016 | Mar 10, 2017 | Aug 8, 2024 |
| PRATT, DAVID, OFFUTT | MANAGING MEMBER; DIRECTOR | Na | yes | 10/2003 | Mar 30, 2012 | Aug 8, 2024 |
| PRATT, HAROLD, IRVING | MANAGING MEMBER; DIRECTOR | A | yes | 01/1995 | Mar 30, 2012 | Aug 8, 2024 |
| PRATT, MITCHELL, CHARLES | MANAGING MEMBER; DIRECTOR | Na | yes | 01/1995 | Mar 30, 2012 | Aug 8, 2024 |
| VAN INGEN, ANNE, HUNTINGTON | MANAGING MEMBER; DIRECTOR | Na | yes | 01/1995 | Mar 30, 2012 | Aug 8, 2024 |
| PRATT, MARY, OFFUTT | Member | B | no | 07/2002 | Mar 30, 2012 | Aug 8, 2024 |
| YADEGARI, STEVEN, AARON | CHIEF COMPLIANCE OFFICER | Na | no | 12/2021 | Dec 9, 2021 | Aug 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DOSORIS TRUST COMPANY | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $916M | $887M | 9 | 1 | 0 | 1 | n/a |
| 2023 | Mar 27, 2024 | $778M | $747M | 9 | 1 | 0 | 1 | $23.8M |
| 2022 | Mar 23, 2023 | $688M | $593M | 9 | 1 | 0 | 1 | $21.3M |
| 2021 | Mar 28, 2022 | $895M | $778M | 9 | 1 | 0 | 1 | $29.1M |
| 2020 | Mar 30, 2021 | $805M | $625M | 10 | 4 | 0 | 1 | $29.1M |
| 2019 | May 11, 2020 | $725M | $565M | 10 | 4 | 0 | 1 | $25.6M |
| 2018 | Mar 25, 2019 | $618M | $478M | 10 | 4 | 0 | 1 | $21.1M |
| 2017 | Mar 15, 2018 | $661M | $501M | 10 | 1 | 0 | n/a | n/a |
| 2016 | Mar 10, 2017 | $406M | $211M | 10 | 1 | n/a | n/a | n/a |
| 2015 | Mar 14, 2016 | $398M | $202M | 10 | 1 | n/a | n/a | n/a |
| 2014 | Mar 24, 2015 | $437M | $215M | 10 | 1 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $468M | $216M | 10 | 1 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $402M | $183M | 10 | 1 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $388M | $169M | 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 | $916M | n/a | n/a | $688M | 10.0% | 9 | n/a | 0 | n/a |