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CRD 151151
SEATTLE, WA
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 |
|---|---|---|---|---|---|---|
| JOEY LESLIE DAY | n/a | SEATTLE, WA | 17 | 27 | 1 | no |
| LUKE COLLOVA | Certified Financial Planner | SEATTLE, WA | 13 | 13 | n/a | no |
| RYAN GREENWAY | n/a | SEATTLE, WA | 11 | 16 | n/a | no |
| Ryan Keiichi Moriwake | Certified Financial Planner | SEATTLE, WA | 5 | 10 | n/a | no |
| Nicole Loni Northcutt | n/a | SEATTLE, WA | 2 | 24 | n/a | no |
| Peter Brown Kulseth | n/a | SEATTLE, WA | 2 | 11 | n/a | no |
| Brian Alan Dawson | n/a | SEATTLE, WA | Edmonds, WA | 1 | 13 | n/a | no |
| Briana Isabel Gutierrez Canales | n/a | SEATTLE, WA | 1 | 13 | n/a | no |
| Brandon Kelley | n/a | SEATTLE, WA | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CANYON CREEK INVESTMENT FUND I, LLC | Other Private Fund | $10.5M | Feb 27, 2024 | 55 | May 21, 2018 | reported | 021-1559774 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COLLOVA, LUKE | DIRECTOR OF ADVISORY SERVICES | B | yes | 02/2013 | Feb 10, 2020 | Feb 27, 2024 |
| DAY, JOEY, LESLIE | CEO AND CHIEF COMPLIANCE OFFICER | E | yes | 07/2009 | May 21, 2018 | Feb 27, 2024 |
| Northcutt, Nicole, Loni | DIRECTOR OF OPERATIONS | Na | yes | 10/2022 | Feb 27, 2023 | Feb 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 1, 2026 | $375M | $375M | 6 | 5 | 0 | 1 | n/a |
| 2024 | Apr 9, 2025 | $310M | $310M | 8 | 5 | 0 | 1 | n/a |
| 2023 | Feb 27, 2024 | $308M | $307M | 5 | 3 | 0 | 1 | $10.5M |
| 2022 | Feb 27, 2023 | $281M | $280M | 5 | 5 | 1 | 1 | $8.8M |
| 2021 | Mar 16, 2022 | $281M | $280M | 5 | 5 | 0 | 1 | $7.4M |
| 2020 | Feb 12, 2021 | $224M | $223M | 4 | 4 | 0 | 1 | $5.5M |
| 2019 | Feb 10, 2020 | $184M | $183M | 4 | 4 | 0 | 1 | $5.6M |
| 2018 | Feb 12, 2019 | $116M | $115M | 4 | 4 | 0 | 1 | $4.4M |
| 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 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $375M | $310M | 21.1% | $281M | 10.1% | 6 | 8 | 0 | 0 |