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CRD 173624
HOUSTON, TX
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 |
|---|---|---|---|---|---|---|
| DAVID EDWIN ANDREW | n/a | HOUSTON, TX | 11 | 26 | 1 | no |
| STEVEN DUDLEY OLDHAM | Chartered Financial Analyst | HOUSTON, TX | 6 | 30 | n/a | no |
| Stephen Blake Burton | Certified Financial Planner | HOUSTON, TX | 4 | 13 | 2 | no |
| JAMES STANLEY MOONEY | n/a | HOUSTON, TX | 2 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AUTUMN LANE DIVERSIFIED STRATEGIES, LP | Hedge Fund | $121M | Feb 10, 2026 | 31 | May 26, 2015 | reported | 021-251277 |
| AUTUMN LANE ALPHA OPPORTUNITIES, LP | Hedge Fund | $58.1M | Feb 10, 2026 | 31 | Mar 24, 2022 | reported | 021-433442 |
| AL CAP91 PARTNERS | Private Equity Fund | $47.0M | Feb 10, 2026 | 81 | Mar 27, 2023 | reported | 021-473259 |
| AL SPICEWOOD I, LP | Real Estate Fund | $27.6M | Feb 10, 2026 | 82 | Oct 14, 2022 | reported | 021-444481 |
| AL HILLTOP V, LP | Real Estate Fund | $26.4M | Feb 10, 2026 | 103 | Mar 24, 2022 | reported | 021-415452 |
| AL ILP II, LP | Real Estate Fund | $24.9M | Feb 10, 2026 | 24 | Mar 22, 2021 | reported | 021-356329 |
| AL EETF I, LP | Private Equity Fund | $19.0M | Feb 10, 2026 | 122 | Mar 22, 2021 | reported | 021-392414 |
| AL PLUS CAPITAL I, LP | Venture Capital Fund | $18.3M | Feb 10, 2026 | 16 | Mar 22, 2021 | reported | 021-379900 |
| AL RED DOT IV, LP | Real Estate Fund | $12.2M | Jun 21, 2024 | 28 | Mar 22, 2021 | dropped | 021-389040 |
| AL ADEF IV, LP | Real Estate Fund | $8.5M | Feb 10, 2026 | 11 | Mar 22, 2021 | reported | 021-357338 |
| AL PLUS CAPITAL II, LP | Venture Capital Fund | $8.0M | Feb 10, 2026 | 29 | Oct 14, 2022 | reported | 021-444492 |
| AL STELLUS IV, LP | n/a | $5.8M | Feb 10, 2026 | 37 | Feb 10, 2026 | reported | 021-516386 |
| AL STONEWALL I, LP | Real Estate Fund | $1.4M | Apr 1, 2021 | 8 | Sep 29, 2017 | dropped | 021-295465 |
| AL CAPRIDGE SANVOSS, LP | Real Estate Fund | $1.3M | Feb 10, 2026 | 10 | Mar 23, 2020 | reported | 021-333021 |
| AL ADEF III, LP | Real Estate Fund | $49,691 | Feb 10, 2026 | 8 | Mar 20, 2019 | reported | 021-317554 |
| AL MLC I, LP | Venture Capital Fund | $34,000 | Apr 1, 2021 | 10 | Mar 20, 2019 | dropped | 021-316643 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDREW, DAVID, EDWIN | Manager | C | yes | 09/2014 | Feb 10, 2026 | Feb 10, 2026 |
| MOONEY, JAMES, STANLEY | CHIEF INVESTMENT OFFICER, PARTNER | C | yes | 01/2024 | Feb 10, 2026 | Feb 10, 2026 |
| OLDHAM, STEVEN, DUDLEY | MEMBER/CCO | C | yes | 01/2020 | Feb 10, 2026 | Feb 10, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALDO GENPAR, LP | n/a | n/a | n/a | Y | yes | n/a |
| AUTUMN LANE GENPAR, LP | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 10, 2026 | $1.2B | $777M | 7 | 4 | 0 | 13 | n/a |
| 2024 | Feb 19, 2025 | $1.1B | $714M | 7 | 4 | 0 | 14 | n/a |
| 2023 | Mar 7, 2024 | $969M | $631M | 8 | 3 | 0 | 13 | $329M |
| 2022 | Mar 27, 2023 | $896M | $555M | 8 | 5 | 0 | 13 | $279M |
| 2021 | Mar 24, 2022 | $767M | $431M | 7 | 4 | 0 | 10 | $267M |
| 2020 | Mar 22, 2021 | $630M | $307M | 6 | 4 | 0 | 10 | $164M |
| 2019 | Mar 23, 2020 | $566M | $293M | 5 | 3 | 0 | 5 | $157M |
| 2018 | Mar 20, 2019 | $480M | $173M | 5 | 3 | 0 | 4 | $136M |
| 2017 | Mar 30, 2018 | $412M | $134M | 2 | 2 | 0 | 2 | $134M |
| 2016 | Mar 27, 2017 | $150M | $126M | 2 | 2 | n/a | 1 | $120M |
| 2015 | Mar 29, 2016 | $140M | $107M | 2 | 2 | n/a | 1 | $107M |
| 2014 | Mar 27, 2015 | $180M | $0 | 1 | 1 | 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 | $1.2B | $1.1B | 13.1% | $896M | 10.2% | 7 | 7 | 0 | 0 |