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CRD 157290
RESTON, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••••••• C••••••••• J••• | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | yes | 02/2011 | Jan 17, 2017 | Jan 31, 2024 |
| R•••• P••••••• D••••• | Partner | D | yes | 08/2011 | Jan 17, 2017 | Jan 31, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $452M | $369M | 22.2% | $403M | 3.9% | 4 | 4 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••• I••••••••• A•••••••• L•• | 4 | Jul 10, 2024 | Jul 2, 2024 | RESTON, VA | Firm absorbed | Other | 100.0% |
| $452M |
| $120M |
| 4 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 2, 2023 | $369M | $105M | 4 | 4 | 0 | n/a | n/a |
| 2021 | Jan 14, 2022 | $420M | $116M | 4 | 4 | 0 | n/a | n/a |
| 2020 | Mar 2, 2021 | $403M | $120M | 5 | 5 | 0 | n/a | n/a |
| 2019 | Mar 7, 2020 | $290M | $80.5M | 3 | 3 | 0 | n/a | n/a |
| 2018 | Feb 5, 2019 | $186M | $49.9M | 3 | 3 | 0 | n/a | n/a |
| 2017 | Feb 1, 2018 | $178M | $53.4M | 3 | 3 | 0 | n/a | n/a |