DFX Intelligence
Data Factory
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Reading the graph
CRD 283126
DENVER, CO
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 |
|---|---|---|---|---|---|---|
| EVOLV CAPITAL PARTNERS LLC | MANAGING MEMBER | E | yes | 10/2015 | Feb 29, 2016 | Aug 28, 2018 |
| HENRIKSEN, STEVEN, ARTHUR | DIRECTOR / CCO | Na | yes | 01/2016 | Feb 29, 2016 | Aug 28, 2018 |
| MARY ARECA BABCOCK FAMILY LIMITED PARTNERSHIP | MEMBER; CONVERTIBLE NOTE | F | yes | 02/2016 | Feb 29, 2016 | Aug 28, 2018 |
| MCPHERSON, BRANNON, PATRICK | MEMBER; COMMON UNITS | C | yes | 09/2015 | Feb 29, 2016 | Aug 28, 2018 |
| MCPHERSON, BRANNON, PATRICK | Director | Na | yes | 01/2016 | Feb 29, 2016 | Aug 28, 2018 |
| OVERSTREET, CHARLES LEE | MEMBER; CONVERTIBLE NOTE | C | yes | 01/2016 | Feb 29, 2016 | Aug 28, 2018 |
| OVERSTREET, CODY, LEE | Director | Na | yes | 01/2016 | Feb 29, 2016 | Aug 28, 2018 |
| MOORE, ANN, KATHERINE | Director | Na | no | 06/2017 | Jun 12, 2017 | Aug 28, 2018 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | n/a | Bd affiliated wealth | $2.6B | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Mar 29, 2018 | $38.3M | $0 | 4 | 0 | 0 | n/a | n/a |
| 2016 | Mar 20, 2017 | $27.0M | $0 | 4 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | $38.3M | $27.0M | 41.9% | n/a | n/a | 4 | 4 | 0 | n/a |