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CRD 144481
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| YUVAL SHENKAR | n/a | LAS VEGAS, NV | 8 | 22 | 1 | no |
| MICHAEL HOWARD RUSSO | n/a | SAN FRANCISCO, CA | 8 | 41 | 2 | no |
| DANIEL JENNINGS HAYES | n/a | LAS VEGAS, NV | Maplewood, NJ | 2 | 31 | 1 | no |
| PAUL EIVIND HOLTHE | n/a | Newport Beach, CA | LAS VEGAS, NV | 1 | 17 | 1 | no |
| TIMOTHY E MOLLOY | n/a | Jersey City, NJ | LAS VEGAS, NV | 1 | 27 | n/a | no |
| RYAN WILLIAM MASON | n/a | Sacramento, CA | 1 | 19 | n/a | no |
| Christopher Cameron Leary | Certified Financial Planner | Saint Helena, CA | 0 | 11 | 2 | no |
| BRADFORD JITSUSO YAMADA | Chartered Financial Analyst | LAS VEGAS, NV | 0 | 19 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AWA SMALL CAP ACCESS FUND, L.P. | Other Private Fund | $32.1M | Jul 10, 2026 | 79 | Jan 30, 2012 | reported | 021-222175 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARGOS WEALTH HOLDINGS | PART OWNER | E | yes | 12/2021 | Jul 10, 2026 | Jul 10, 2026 |
| HOLTHE, PAUL, EIVIND | Cco | Na | yes | 03/2026 | Jul 10, 2026 | Jul 10, 2026 |
| MASON, RYAN, WILLIAM | PARTNER & COO | Na | yes | 12/2008 | Jul 10, 2026 | Jul 10, 2026 |
| RUSSO, MICHAEL, HOWARD | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | Na | yes | 06/2007 | Jul 10, 2026 | Jul 10, 2026 |
| YAMADA, BRADFORD, JITSUSO | PARTNER & HEAD OF RESEARCH | Na | yes | 12/2008 | Jul 10, 2026 | Jul 10, 2026 |
| MERCHANT WEALTH PARTNERS, LLC | PART OWNER | B | no | 12/2021 | Mar 30, 2022 | Dec 6, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 1 | no |
| n/a | n/a | n/a | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.0B | $997M | 11 | 10 | 2 | 1 | n/a |
| 2024 | Mar 13, 2025 | $897M | $853M | 11 | 10 | 3 | 1 | n/a |
| 2023 | Mar 21, 2024 | $830M | $779M | 9 | 7 | 4 | 1 | $29.8M |
| 2022 | Mar 27, 2023 | $782M | $733M | 9 | 7 | 3 | 1 | $28.4M |
| 2021 | Mar 30, 2022 | $839M | $782M | 8 | 7 | 2 | 1 | $42.8M |
| 2020 | Mar 29, 2021 | $775M | $718M | 8 | 6 | 2 | 1 | $44.5M |
| 2019 | Mar 26, 2020 | $716M | $716M | 9 | 7 | 2 | 1 | $38.6M |
| 2018 | Mar 25, 2019 | $703M | $703M | 9 | 6 | 2 | 1 | $44.0M |
| 2017 | Feb 9, 2018 | $817M | $817M | 9 | 6 | 2 | 1 | $58.7M |
| 2016 | Mar 31, 2017 | $751M | $751M | 9 | 6 | n/a | 1 | $42.5M |
| 2015 | Mar 24, 2016 | $696M | $696M | 9 | 6 | n/a | 1 | $39.6M |
| 2014 | Mar 31, 2015 | $873M | $790M | 7 | 6 | n/a | 1 | $42.6M |
| 2013 | Feb 5, 2014 | $865M | $755M | 8 | 3 | n/a | 1 | $43.2M |
| 2012 | Mar 4, 2013 | $738M | $649M | 8 | 4 | n/a | 1 | $32.4M |
| 2011 | Jan 30, 2012 | $715M | $603M | n/a | n/a | n/a | 1 | $27.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $897M | 15.8% | $782M | 9.9% | 11 | 11 | 2 | 3 |