DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
CRD 294460
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| A•••• O•• M••••••• F•••• L• | Hedge Fund | $566M | Apr 28, 2021 | 9 | Mar 29, 2019 | dropped | 021-322897 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A•••• O•• A•••• M••••••••• H•••••••• L•• | OWNER OF F•••••• I• L•• | E | yes | 01/2020 | Mar 30, 2020 | Jul 19, 2024 |
| A•••• O•• C••••••••• L• | OWNER OF A•••• O•• A•••• M••••••••• H•••••••• L•• | E | yes | 01/2020 | Mar 30, 2020 | Jul 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| A•••• O•• C•••••• A•••••••• L•• | n/a | Asset manager | $11B | N | yes | n/a |
| A•••• O•• C•••••• P••••••• I•• L•• | n/a | n/a | n/a | N | yes | n/a |
| A•••• O•• C•••••• P•••••••• L•• |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.7B | $2.3B | 21.1% | $2.9B | -2.3% | 5 | 4 | 0 | 0 |
| C••••••• M••••••• J•••• |
| CHIEF RISK OFFICER |
| Na |
| yes |
| 12/2023 |
| Mar 26, 2024 |
| Jul 19, 2024 |
| E•••••••• W••••••• C•••• | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2022 | Oct 31, 2022 | Jul 19, 2024 |
| F••••••• M••••••• A•••• | Owner | C | yes | 01/2020 | Mar 26, 2018 | Jul 19, 2024 |
| F•••••• B••••••• R••••• | CHIEF FINANCIAL OFFICER AND TREASURER, AOMR | Na | yes | 02/2018 | Mar 30, 2021 | Jul 19, 2024 |
| G•••••• D••••• W•••••• | CHIEF LEGAL OFFICER - PRIVATE STRATEGIES | Na | yes | 10/2022 | Mar 27, 2023 | Jul 19, 2024 |
| L••••••• R•••••• A••• | CHIEF OPERATING OFFICER | Na | yes | 02/2018 | Mar 26, 2018 | Jul 19, 2024 |
| P•••••• S••••••••• V••••• | Owner | C | yes | 01/2020 | Mar 26, 2018 | Jul 19, 2024 |
| P•••••• S••••••••• V••••• | CHIEF EXECUTIVE OFFICER AND PRESIDENT OF A•••• OAK M••••••• REIT | Na | yes | 09/2022 | Mar 26, 2018 | Jul 19, 2024 |
| S•••••••• T••••••• K••• | GENERAL COUNSEL | Na | yes | 07/2023 | Mar 26, 2024 | Jul 19, 2024 |
| n/a |
| n/a |
| n/a |
| N |
| yes |
| n/a |
| H•••• I• L•• | n/a | n/a | n/a | N | yes | n/a |
| $2.7B |
| $2.7B |
| 5 |
| 1 |
| 0 |
| n/a |
| n/a |
| 2024 | Apr 30, 2025 | $2.3B | $2.3B | 4 | 1 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $2.3B | $2.3B | 5 | 1 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $2.9B | $2.9B | 5 | 1 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $2.6B | $2.6B | 5 | 1 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $566M | $566M | 0 | 0 | 0 | 1 | $566M |
| 2019 | Mar 30, 2020 | $486M | $486M | 0 | 0 | 0 | 1 | $486M |
| 2018 | Mar 29, 2019 | $437M | $437M | 0 | 0 | 0 | 1 | $437M |