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CRD 312425
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WAM TACTICAL FUND I, LP | Other Private Fund | $8.0M | May 10, 2024 | 38 | Mar 31, 2023 | reported | 021-448777 |
| WAM TCM TACTICAL LLC | Other Private Fund | $4.9M | May 10, 2024 | 2 | Mar 31, 2023 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERTUCCIO, MICHAEL | CLASS A MANAGER, MEMBER AND SPECIAL MEMBER | F | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| BERTUCCIO, MICHAEL | MANAGING PARTNER | Na | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| CHERIAN, TINU, PUTHENPARAMPIL | CHIEF COMPLIANCE OFFICER, VP FINANCE | Na | yes | 01/2021 | Mar 24, 2021 | May 10, 2024 |
| GILBERT, ANDREW, THOMAS | CLASS A MANAGER AND MEMBER | F | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| GILBERT, ANDREW, THOMAS | MANAGING PARTNER | Na | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| GOLDSTEIN, JASON, BRENT | Partner | Na | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| MCCARTNEY, WILLIAM, HOWARD | CLASS A MANAGER, MEMBER AND SPECIAL MEMBER | F | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| MCCARTNEY, WILLIAM, HOWARD | MANAGING PARTNER | Na | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| SHAH, SHALIN, MUKUND | Partner | Na | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| SMITH, JACOB, BENJAMIN | Partner | Na | yes | 11/2020 | Mar 24, 2021 | May 10, 2024 |
| WINCORAM GP LLC | GENERAL PARTNER | F | yes | 09/2020 | Mar 24, 2021 | May 10, 2024 |
| WINCORAM HOLDINGS LP | Member | E | yes | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| CULBERTSON, JOHN, NEWELL | CLASS B MANAGER AND SPECIAL MEMBER | F | no | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| STRAUMINS, JENNIFER, GRUBE | CLASS B MANAGER AND SPECIAL MEMBER | F | no | 10/2020 | Mar 24, 2021 | May 10, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EAVGP LLC | n/a | n/a | n/a | Y | yes | n/a |
| ENERGY ACQUISITION FUND GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| ENERGY ACQUISITION VEHICLE II (GP) LLC | n/a | n/a | n/a | Y | yes | n/a |
| WAM TACTICAL FUND I GP LLC | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $8.2B | $7.3B | 28 | 11 | 0 | 1 | n/a |
| 2024 | Mar 29, 2025 | $5.9B | $10.3M | 26 | 13 | 0 | 1 | n/a |
| 2023 | Mar 29, 2024 | $2.4B | $131M | 18 | 14 | 0 | 2 | $12.9M |
| 2022 | Mar 31, 2023 | $2.0B | $36.9M | 12 | 9 | 0 | 3 | $148M |
| 2021 | Mar 31, 2022 | $1.2B | $0 | 10 | 7 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $8.2B | $5.9B | 38.3% | $2.0B | 59.3% | 28 | 26 | 0 | 0 |