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CRD 304985
CROZET, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STEPHANIE BOSSERMAN | Chartered Financial Analyst | CROZET, VA | 5 | 30 | n/a | no |
| Isaac Leroy Wentz | Chartered Financial Analyst | CROZET, VA | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GIBSON MOUNTAIN LLC | Other Private Fund | $1.2M | May 14, 2024 | 4 | Jan 13, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Hufnagel, Peter, Edward | TRUSTEE OF OWNER | F | yes | 07/2022 | Aug 8, 2019 | May 14, 2024 |
| Hufnagel, Peter, Edward | TRUSTEE FOR THE HUNTER LEWIS 2013 TRUST, THE SOLE OWNER OF HUNTER LEWIS LLC | Na | yes | 07/2022 | Aug 8, 2019 | May 14, 2024 |
| LEWIS, HENRY, HUNTER | CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER, LLC MANAGER | Na | yes | 07/2018 | Aug 8, 2019 | May 14, 2024 |
| ROMERO, MOISES, ANTONIO | TRUSTEE OF OWNER | F | yes | 03/2021 | Jun 21, 2021 | May 14, 2024 |
| ROMERO, MOISES, ANTONIO | TRUSTEE FOR THE HUNTER LEWIS 2013 TRUST, THE SOLE OWNER OF HUNTER LEWIS LLC | Na | yes | 03/2021 | Jun 21, 2021 | May 14, 2024 |
| THE HUNTER LEWIS 2013 TRUST | Owner | E | yes | 07/2018 | Aug 8, 2019 | May 14, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 9, 2026 | $395M | $280M | 7 | 6 | 0 | 1 | n/a |
| 2024 | Mar 26, 2025 | $226M | $226M | 7 | 5 | 0 | 1 | n/a |
| 2023 | Mar 29, 2024 | $254M | $254M | 8 | 6 | 0 | 1 | $1.1M |
| 2022 | Mar 31, 2023 | $252M | $252M | 7 | 5 | 1 | 1 | $929,181 |
| 2021 | Jan 13, 2022 | $222M | $222M | 8 | 5 | 4 | 1 | $0 |
| 2020 | Mar 29, 2021 | $204M | $204M | 9 | 6 | 4 | n/a | n/a |
| 2019 | Mar 16, 2020 | $205M | $205M | 8 | 5 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $395M | $226M | 74.6% | $252M | 16.2% | 7 | 7 | 0 | 0 |