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P•• W•••••, LLC, CRD 316919
NORTH READING, MA
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 |
|---|---|---|---|---|---|---|
| L••••••• M••••••• J••• | FOUNDING PARTNER | C | yes | 10/2021 | Nov 17, 2021 | May 1, 2024 |
| W•••••• J•••••• M•••••• | FOUNDING PARTNER/CCO | D | yes | 10/2021 | Nov 17, 2021 | May 1, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Freedom | Nh | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | May 1, 2024 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $83.5M | $61.7M | 35.3% | n/a | n/a | 2 | 4 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S••••••••• A•••••• A•••••••• I••• | 3 | Jan 18, 2022 | Jan 18, 2022 | NORTH READING, MA | Team lift out | Ibd to new firm | 0.1% |
| $83.5M |
| 2 |
| 2 |
| 1 |
| n/a |
| n/a |
| 2022 | Mar 31, 2023 | $61.7M | $61.7M | 4 | 3 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $53.6M | $53.6M | 4 | 3 | 1 | n/a | n/a |