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CRD 311990
WINTER PARK, FL
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 |
|---|---|---|---|---|---|---|
| MARK LAMORIELLO | n/a | WINTER PARK, FL | 5 | 35 | 4 | no |
| Andrew Stephen Zito | n/a | WINTER PARK, FL | 4 | 24 | 1 | no |
| SALLY ANN HANLEY-WHITWORTH | Certified Financial Planner | WINTER PARK, FL | 1 | 36 | 2 | no |
| JAMES DANIEL GAY | n/a | WINTER PARK, FL | 1 | 21 | 2 | no |
| Jeffrey Stewart Roberts | n/a | WINTER PARK, FL | 1 | 11 | 2 | no |
| JOSHUA J. ROSE | n/a | WINTER PARK, FL | 0 | 14 | 2 | no |
| Mitchell Austin Lamoriello | Certified Financial Planner | WINTER PARK, FL | 0 | 13 | 1 | no |
| OMAR JESUS GUEVARA | n/a | WINTER PARK, FL | Fort Worth, TX | 0 | 10 | 2 | no |
| CHRISTINA Ann SHAFFER | Chartered Financial Analyst | WINTER PARK, FL | 0 | 11 | 4 | no |
| TODD JUSTIN LERNER | n/a | WINTER PARK, FL | VALENCIA, CA | 0 | 19 | 5 | yes |
| Hayden T Clem | n/a | WINTER PARK, FL | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BELL, CHRISTOPHER, JAMES | Secretary | Na | yes | 03/2025 | Jul 28, 2026 | Jul 28, 2026 |
| FOUNDATION RISK PARTNERS, CORP. | Shareholder | E | yes | 09/2024 | Jul 28, 2026 | Jul 28, 2026 |
| LAMORIELLO, MARK | President | Na | yes | 09/2024 | Jul 28, 2026 | Jul 28, 2026 |
| FRP HOLDINGS, CORP. | Shareholder | E | yes | 01/2017 | Oct 1, 2024 | Oct 1, 2024 |
| FRP INVESTORS II GP, LLC | GENERAL PARTNER | E | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| FRP INVESTORS II, L.P. | Shareholder | E | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| FRP PARENT II, CORP. | Shareholder | E | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| FRP PARENT, CORP. | Shareholder | E | yes | 01/2017 | Oct 1, 2024 | Oct 1, 2024 |
| HANLEY-WHITWORTH, SALLY, ANN | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2020 | Feb 4, 2021 | Oct 1, 2024 |
| LYDECKER, CHARLES, HARVEY | CHIEF EXECUTIVE OFFICER | Na | yes | 09/2024 | Oct 1, 2024 | Oct 1, 2024 |
| PARTNERS GROUP ACCESS PF 368 L.P. | LIMITED PARTNER | C | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| PARTNERS GROUP CLIENT ACCESS 43, LP | LIMITED PARTNER | C | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| PARTNERS GROUP CLIENT ACCESS MANAGEMENT I LIMITED | GENERAL PARTNER | F | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| PARTNERS GROUP MANAGEMENT (SCOTS) LLP | GENERAL PARTNER | F | yes | 09/2022 | Oct 1, 2024 | Oct 1, 2024 |
| FLEMING, STACY, GRAVES | CHIEF COMPLIANCE OFFICER | Na | no | 07/2026 | Jul 28, 2026 | Jul 28, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FOUNDATION RISK PARTNERS CORP. | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Jacksonville | FL | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $4.0B | $3.8B | 16 | 10 | 1 | n/a | n/a |
| 2024 | Mar 31, 2025 | $3.1B | $2.9B | 17 | 11 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $2.8B | $2.6B | 18 | 11 | 2 | n/a | n/a |
| 2022 | Mar 21, 2023 | $2.3B | $2.1B | 18 | 11 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $4.4B | $2.3B | 13 | 7 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|
| 5 | 1 | 4 | 9.1% | 0 | 0 | 0 | 8 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.0B | $3.1B | 29.5% | $2.3B | 20.2% | 16 | 17 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| LAMCO ADVISORY SERVICES INC. | 3 | Jun 18, 2021 | Jan 7, 2026 | WINDERMERE, FL | Firm absorbed | Other | 75.0% |