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R•• W••••• A•••••••, LLC, CRD 104953
DALLAS, TX
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 |
|---|---|---|---|---|---|---|---|
| R•• R•••••• C•••••• V•• L• | Private Equity Fund | $1.2M | Aug 2, 2017 | 9 | Mar 30, 2012 | dropped | n/a |
| R•• R•••••• C•••••• I•• L• | Private Equity Fund | $1.1M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C•••••••• C••••• G••••• | CHIEF FINANCIAL OFFICER | Na | yes | 01/2021 | Jan 28, 2021 | Mar 1, 2023 |
| C• F•••••••• C•••• | Owner | E | yes | 11/2019 | Jan 28, 2021 | Mar 1, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C• P•••••• W•••••• L•• | n/a | Independent wealth | $165B | Y | yes | n/a |
| G••••• C•••••• 2••• G•• L•• | n/a | n/a | n/a | Y | no | n/a |
| R•• H••••••• I•• L•• |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $5.8B | $4.9B | 18.3% | $3.9B | 14.2% | 68 | 57 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••••••• W••••• | 2 | Jul 22, 2016 | Jun 3, 2016 | DALLAS, TX | Team lift out | Other | 9.1% |
| 16 |
| Mar 30, 2012 |
| dropped |
| n/a |
| R•• E••••• C•••••• I• L• | Private Equity Fund | $1.0M | Aug 2, 2017 | 31 | Mar 30, 2012 | dropped | n/a |
| R•• C•••••••• I••• L• | Private Equity Fund | $964,594 | Aug 2, 2017 | 28 | Mar 30, 2012 | dropped | n/a |
| R•• • T•••••••• P••••••• R••••• F••• I•• L• | Real Estate Fund | $927,510 | Aug 2, 2017 | 31 | Mar 30, 2012 | dropped | n/a |
| R•• C•••••••• I••• L• | Private Equity Fund | $819,464 | Aug 2, 2017 | 15 | Mar 30, 2012 | dropped | n/a |
| R•• R•• E••••• O••••••••• F••• I••• L• | Private Equity Fund | $758,196 | Aug 2, 2017 | 22 | Mar 30, 2012 | dropped | n/a |
| R•• C•••••••• I• L• | Private Equity Fund | $720,410 | Aug 2, 2017 | 23 | Mar 30, 2012 | dropped | n/a |
| R•• R•••••• C•••••• V• L• | Private Equity Fund | $709,438 | Aug 2, 2017 | 9 | Mar 30, 2012 | dropped | n/a |
| R•• B••••••• F••• V• L• | Real Estate Fund | $706,135 | Aug 2, 2017 | 22 | Mar 30, 2012 | dropped | n/a |
| R•• C••• I•• L• | Private Equity Fund | $635,693 | Aug 2, 2017 | 27 | Mar 30, 2012 | dropped | n/a |
| R•• B••••••• F••• I•• L• | Real Estate Fund | $598,983 | Aug 2, 2017 | 6 | Mar 30, 2012 | dropped | n/a |
| R•• L••• C•••••• F••• I•• L• | Private Equity Fund | $568,139 | Aug 2, 2017 | 35 | Mar 30, 2012 | dropped | n/a |
| R•• R•• E••••• O••••••••• F••• I•• L• | Private Equity Fund | $386,031 | Aug 2, 2017 | 19 | Mar 30, 2012 | dropped | n/a |
| R•• C•••••••• I•• L• | Private Equity Fund | $311,428 | Aug 2, 2017 | 13 | Mar 30, 2012 | dropped | n/a |
| R•• T••••••••• L• | Real Estate Fund | $116,234 | Aug 2, 2017 | 15 | Mar 30, 2012 | dropped | n/a |
| R•• R•••••• C•••••• I•• L• | Private Equity Fund | $111,784 | Aug 2, 2017 | 13 | Mar 30, 2012 | dropped | n/a |
| R•• C••• I•• L• | Private Equity Fund | $80,000 | Feb 4, 2014 | 35 | Mar 30, 2012 | dropped | 021-9999999999 |
| R•• B••••••• F••• I••• L• | Real Estate Fund | $75,859 | Jan 21, 2016 | 21 | Mar 30, 2012 | dropped | n/a |
| R•• H• V• L• | Private Equity Fund | $53,111 | Jan 21, 2016 | 39 | Mar 30, 2012 | dropped | n/a |
| R•• H• E••••• I•• L• | Private Equity Fund | $43,390 | Aug 2, 2017 | 44 | Mar 30, 2012 | dropped | n/a |
| R•• W•••••••• L• | Private Equity Fund | $30,119 | Nov 29, 2016 | 39 | Mar 30, 2012 | dropped | n/a |
| R•• H• E•••••• L• | Private Equity Fund | $25,864 | Jan 21, 2016 | 29 | Mar 30, 2012 | dropped | n/a |
| R•• H• V•• L• | Private Equity Fund | $22,053 | Aug 2, 2017 | 31 | Mar 30, 2012 | dropped | n/a |
| R•• M•••••••• I• L• | Real Estate Fund | $18,737 | Aug 2, 2017 | 9 | Mar 30, 2012 | dropped | n/a |
| Owner |
| E |
| yes |
| 12/2021 |
| Mar 1, 2023 |
| Mar 1, 2023 |
| C• U• H•••••••• I•• | Owner | E | yes | 12/2021 | Mar 1, 2023 | Mar 1, 2023 |
| C••• H•••••••• L•• | Owner | E | yes | 12/2021 | Mar 1, 2023 | Mar 1, 2023 |
| G•••••• M•••• C•••••• | CHIEF EXECUTIVE OFFICER AND MANAGER | Na | yes | 03/1989 | Mar 30, 2012 | Mar 1, 2023 |
| L••••••• P••••• A••• | MANAGING DIRECTOR | Na | yes | 10/2016 | Nov 29, 2016 | Mar 1, 2023 |
| N•••••••• L••••• T•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2023 | Mar 1, 2023 | Mar 1, 2023 |
| P•••••••• H••••••• M•••••• | CHIEF OPERATING OFFICER | Na | yes | 07/2021 | Aug 11, 2021 | Mar 1, 2023 |
| R•••• J••••• E• | Manager | Na | yes | 12/2020 | Jan 28, 2021 | Mar 1, 2023 |
| n/a |
| n/a |
| n/a |
| N |
| yes |
| n/a |
| R•• H••••••• I••• L•• | n/a | n/a | n/a | N | yes | n/a |
| R•• H•••••••• I••• | n/a | n/a | n/a | N | yes | n/a |
| $5.8B |
| $5.6B |
| 68 |
| 38 |
| 0 |
| 6 |
| $94.3M |
| 2020 | Mar 29, 2021 | $4.9B | $4.7B | 57 | 34 | 0 | 6 | $154M |
| 2019 | Mar 30, 2020 | $4.3B | $4.1B | 56 | 35 | 0 | 6 | $136M |
| 2018 | Mar 29, 2019 | $3.9B | $3.5B | 55 | 33 | 1 | 5 | $139M |
| 2017 | Mar 28, 2018 | $4.0B | $3.6B | 57 | 34 | 1 | 5 | $177M |
| 2016 | Mar 31, 2017 | $3.9B | $3.6B | 52 | 35 | n/a | 25 | $173M |
| 2015 | Mar 29, 2016 | $4.4B | $3.7B | 72 | 37 | n/a | 26 | $165M |
| 2014 | Mar 31, 2015 | $3.8B | $3.1B | 65 | 34 | n/a | 29 | $144M |
| 2013 | Mar 28, 2014 | $2.3B | $1.7B | 50 | 35 | n/a | 29 | $129M |
| 2012 | Mar 28, 2013 | $2.2B | $2.0B | 42 | 29 | n/a | 30 | $101M |
| 2011 | Mar 30, 2012 | $1.5B | $1.5B | n/a | n/a | n/a | 30 | $280M |