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CRD 299882
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-21 (filing); first seen by DFX 2026-09-15.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Robert Joseph Trenham | n/a | FT. LAUDERDALE, FL | 0 | 24 | 3 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| KPC INVESTMENT MASTER FUND LTD | Hedge Fund | $26.4M | Apr 3, 2024 | 38 | Mar 13, 2019 | reported | 021-400707 |
| KPC PE IPO MASTER FUND LTD | Private Equity Fund | $1.8M | Apr 3, 2024 | 17 | Apr 1, 2022 | reported | 021-417415 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FINE, SCOTT, ARTHUR | Member | C | yes | 06/2018 | Mar 13, 2019 | Apr 3, 2024 |
| RUBINO, DEAN, MICHAEL | MANAGER, CCO | C | yes | 10/2016 | Mar 13, 2019 | Apr 3, 2024 |
| RUBINO, DEAN, MICHAEL | MANAGER, CHIEF COMPLIANCE OFFICER | C | yes | 06/2018 | Mar 13, 2019 | Apr 3, 2024 |
| WESTLEY, SEAN, EDWARD | Member | C | yes | 06/2018 | Mar 13, 2019 | Apr 3, 2024 |
| KPC TERRAPIN GROUP LLC | Member | A | no | 06/2018 | Mar 13, 2019 | Apr 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KPC TERRAPIN GROUP LLC | n/a | Independent wealth | $48.7M | Y | yes | n/a |
| KELLY PARK MANAGEMENT II LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 2, 2026 | $242M | $142M | 7 | 3 | 1 | 2 | n/a |
| 2024 | Apr 1, 2025 | $186M | $86.2M | 5 | 3 | 0 | 2 | n/a |
| 2023 | Apr 3, 2024 | $128M | $28.2M | 9 | 3 | 0 | 2 | $28.2M |
| 2022 | Apr 3, 2023 | $125M | $25.4M | 9 | 3 | 0 | 2 | $25.4M |
| 2021 | Apr 1, 2022 | $134M | $33.8M | 8 | 3 | 0 | 2 | $33.7M |
| 2020 | Mar 31, 2021 | $31.2M | $31.2M | 8 | 5 | 0 | 1 | $31.2M |
| 2019 | Mar 31, 2020 | $7.0M | $7.0M | 7 | 3 | 0 | 1 | $7.0M |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $142M | $186M | -24.0% | $125M | 4.1% | 7 | 5 | 1 | 0 |