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Reading the graph
CRD 111725
AKRON, OH
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 |
|---|---|---|---|---|---|---|
| REITZES, JEFFREY, HARROLD | CHIEF COMPLIANCE OFFICER/CEO/SOLE SHAREHOLDER | E | yes | 10/2004 | Mar 27, 2012 | Oct 25, 2018 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JEFFREY H. REITZES | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2018 | Oct 25, 2018 | $112M | $108M | 4 | 2 | 0 | n/a | n/a |
| 2017 | Oct 11, 2017 | $113M | $110M | 4 | 1 | 0 | n/a | n/a |
| 2016 | Oct 4, 2016 | $104M | $101M | 4 | 1 | n/a | n/a | n/a |
| 2015 | Oct 15, 2015 | $111M | $102M | 4 | 1 | n/a | n/a | n/a |
| 2014 | Sep 30, 2014 | $113M | $104M | 3 | 1 | n/a | n/a | n/a |
| 2013 | Oct 24, 2013 | $110M | $101M | 3 | 1 | n/a | n/a | n/a |
| 2012 | Oct 25, 2012 | $103M | $95.0M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2018 | $112M | $113M | -1.5% | $111M | 0.4% | 4 | 4 | 0 | 0 |