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CRD 117499
METAIRIE, LA
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 |
|---|---|---|---|---|---|---|
| VIRAJITH YAMINDA WIJEWEERA | n/a | METAIRIE, LA | 17 | 22 | n/a | no |
| MICHAEL DAVID GEORGE | n/a | METAIRIE, LA | 14 | 31 | n/a | no |
| AMANDA PALAMONE HARRELL | n/a | METAIRIE, LA | 9 | 11 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEORGE, MICHAEL, DAVID | President | E | yes | 09/1997 | Jan 15, 2026 | Jan 15, 2026 |
| WIJEWEERA, VIRAJITH, YAMINDA | DIRECTOR OF OPERATIONS/ CHIEF COMPLIANCE OFFICER | Na | yes | 12/2004 | Jan 15, 2026 | Jan 15, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 15, 2026 | $1.1B | $789M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Jan 14, 2025 | $885M | $633M | 3 | 3 | 0 | n/a | n/a |
| 2023 | Jan 22, 2024 | $669M | $507M | 3 | 3 | 0 | n/a | n/a |
| 2022 | Feb 9, 2023 | $563M | $435M | 3 | 3 | 0 | n/a | n/a |
| 2021 | Feb 23, 2022 | $582M | $381M | 3 | 3 | 0 | n/a | n/a |
| 2020 | Jan 19, 2021 | $594M | $371M | 3 | 3 | 0 | n/a | n/a |
| 2019 | Feb 5, 2020 | $541M | $282M | 3 | 3 | 0 | n/a | n/a |
| 2018 | Jan 21, 2019 | $434M | $237M | 3 | 3 | 1 | n/a | n/a |
| 2017 | Feb 21, 2018 | $368M | $223M | 3 | 3 | 1 | n/a | n/a |
| 2016 | Feb 17, 2017 | $301M | $183M | 2 | 2 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $252M | $146M | 2 | 2 | n/a | n/a | n/a |
| 2014 | Mar 5, 2015 | $238M | $129M | 2 | 2 | n/a | n/a | n/a |
| 2013 | Jan 13, 2014 | $135M | $87.9M | 2 | 2 | n/a | n/a | n/a |
| 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 | 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 | $885M | 22.3% | $563M | 24.4% | 5 | 3 | 0 | 0 |