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CRD 150302
MARIETTA, GA
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 |
|---|---|---|---|---|---|---|
| MAROLT, TODD | CHIEF COMPLIANCE OFFICER | A | yes | 02/2012 | Feb 15, 2012 | Mar 27, 2015 |
| PREMIER BANC SHARES | Owner | E | yes | 08/2011 | Feb 15, 2012 | Mar 27, 2015 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 27, 2015 | $100M | $0 | 3 | 3 | n/a | n/a | n/a |
| 2013 | May 6, 2014 | $100M | $0 | 4 | 3 | n/a | n/a | n/a |
| 2012 | Apr 30, 2013 | $100M | $0 | 4 | 3 | n/a | n/a | n/a |
| 2011 | Mar 23, 2012 | $100M | $100M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $100M | $100M | 0.0% | $100M | 0.0% | 3 | 4 | n/a | n/a |