DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
C••••••• MULTI-FAMILY OFFICES, LLC, CRD 152651
SAN ANTONIO, 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 |
|---|---|---|---|---|---|---|---|
| A•••••• C••••••• A••••••• L• | Private Equity Fund | $13.3M | Sep 29, 2021 | 2 | Feb 24, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••• B•••••• D••• | Member | B | yes | 10/2012 | Jan 16, 2013 | Sep 29, 2021 |
| C••••• K•••••••• •••• | CHIEF COMPLIANCE OFFICER, CFO | Na | yes | 01/2015 | Mar 29, 2017 | Sep 29, 2021 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C••••••••• P•••••••• L•• | n/a | Institutional manager | $1237B | N | yes | n/a |
| C••••••••• S••••••••• L••• | n/a | Former SEC adviser | $116B | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Boerne | TX | United States | 5 | no |
| OKLAHOMA CITY | Ok | United States | 3 | no |
| Dallas | TX | United States | 3 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $2.1B | $1.8B | 13.5% | $1.5B | 11.4% | 38 | 35 | 5 | 7 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••• | 16 | Nov 24, 2021 | Nov 8, 2021 | SAN ANTONIO, TX | Firm absorbed | Other | 94.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| O•• A••••••• G•••• | 2 | Sep 14, 2021 | Jan 19, 2021 | SAN ANTONIO, TX | Team lift out | RIA to RIA | 100.0% |
| E•••••• C•••••• M••••••••• | 4 | Dec 20, 2019 | Jun 10, 2019 |
| MANAGING MEMBER |
| D |
| yes |
| 11/2009 |
| Feb 24, 2012 |
| Sep 29, 2021 |
| E••••••• K•••• J••••• | Member | F | yes | 01/2010 | Mar 30, 2020 | Sep 29, 2021 |
| P•••• J•••••• J••••• | CHIEF INVESTMENT OFFICER | A | yes | 08/2012 | Sep 7, 2012 | Sep 29, 2021 |
| K••••• H•••••••• I••• | Member | A | no | 05/2019 | Mar 30, 2020 | Sep 29, 2021 |
| W•••••••• E•••••• E••• | Member | B | no | 02/2010 | Feb 24, 2012 | Sep 29, 2021 |
| P••••••••• F•••••••• G••••• L•• | n/a | Other adviser | $72B | N | yes | n/a |
| A•••••• C••••••• G•• L•• | n/a | n/a | n/a | Y | no | n/a |
| $2.1B |
| $2.0B |
| 38 |
| 20 |
| 5 |
| 1 |
| $13.3M |
| 2019 | Mar 30, 2020 | $1.8B | $1.8B | 35 | 18 | 7 | 1 | $5.3M |
| 2018 | Mar 29, 2019 | $1.4B | $1.4B | 28 | 15 | 6 | 1 | $8.3M |
| 2017 | Mar 27, 2018 | $1.5B | $1.4B | 29 | 16 | 5 | 1 | $9.4M |
| 2016 | Mar 29, 2017 | $1.4B | $1.4B | 29 | 18 | n/a | 1 | $20.0M |
| 2015 | Mar 29, 2016 | $1.4B | $1.4B | 28 | 18 | n/a | 1 | $22.0M |
| 2014 | Mar 5, 2015 | $1.3B | $1.3B | 22 | 12 | n/a | 1 | $14.2M |
| 2013 | Mar 10, 2014 | $1.3B | $1.3B | 21 | 12 | n/a | 1 | $17.6M |
| 2012 | Mar 28, 2013 | $1.3B | $1.3B | 23 | 11 | n/a | 1 | $10.3M |
| 2011 | Feb 24, 2012 | $1.1B | $969M | n/a | n/a | n/a | 1 | $10.3M |
| BOERNE, TX |
| Firm absorbed |
| RIA to RIA |
| 100.0% |