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CRD 316920
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| R•••••• U••• S•••••• C•••••••• F•••• L•• | Other Private Fund | $3.7M | Nov 20, 2024 | 2 | Jun 10, 2022 | reported | 021-447251 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| E•••• M••••••• K• | BOARD MEMBER | Na | yes | 01/2022 | Mar 19, 2023 | Nov 20, 2024 |
| L••••••• E••• | BOARD MEMBER | Na | yes | 01/2022 | Mar 19, 2023 | Nov 20, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 17, 2025 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $53.3M | $25.1M | 112.5% | n/a | n/a | 6 | 7 | 0 | 0 |
| HEAD OF INVESTMENTS & SUSTAINABILITY |
| C |
| yes |
| 07/2021 |
| Jan 19, 2022 |
| Nov 20, 2024 |
| R•••••• H••••• K••••••• | Ceo | C | yes | 07/2021 | Jan 19, 2022 | Nov 20, 2024 |
| C••••••••• D••••• M• | CHIEF COMPLIANCE OFFICER | Na | no | 09/2024 | Sep 27, 2024 | Nov 20, 2024 |
| $53.3M |
| $53.3M |
| 6 |
| 4 |
| 0 |
| 1 |
| n/a |
| 2023 | Feb 7, 2024 | $25.1M | $25.1M | 7 | 4 | 0 | 1 | $3.4M |
| 2022 | Mar 19, 2023 | $23.8M | $23.8M | 7 | 4 | 0 | 1 | $788,052 |