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P••••••• R••••••••• A•••••••, LLC, CRD 314866
MCLEAN, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D•••••• P•••••• M•••• | n/a | MCLEAN, VA | 5 | 20 | 6 | no |
| M••• K•••• S•••• | n/a | MCLEAN, VA | Silver Spring, MD | 1 | 21 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| M••••• D••••••• P•••••• | CHIEF COMPLIANCE OFFICER AND PRESIDENT | E | yes | 05/2021 | Jul 2, 2021 | Dec 19, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 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 | $1.1B | $819M | 31.8% | $216M | 71.1% | 3 | 3 | 0 | 0 |
| 1 |
| no |
| T••••• O••• W••• | n/a | MCLEAN, VA | 1 | 17 | 3 | no |
| Mar 4, 2026 |
| $1.1B |
| $11.9M |
| 3 |
| 3 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 31, 2025 | $819M | $7.7M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $271M | $271M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 29, 2023 | $216M | $216M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $961,907 | $961,907 | 1 | 1 | 0 | n/a | n/a |