DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 146220
BOSTON, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| THOMAS RAYMOND BRENNECKE | n/a | BOSTON, MA | 18 | 18 | n/a | no |
| JOHN WILL THOMAS BRENNECKE | Chartered Financial Analyst | BOSTON, MA | 18 | 18 | n/a | no |
| BRENDAN Daniel CLUNE | n/a | BOSTON, MA | 2 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BRENNECKE, JOHN, WILL THOMAS | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | yes | 01/2008 | Mar 20, 2012 | Mar 13, 2024 |
| BRENNECKE, THOMAS, RAYMOND | MANAGING MEMBER | E | yes | 03/2008 | Mar 20, 2012 | Mar 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 20, 2026 | $637M | $637M | 4 | 3 | 0 | n/a | n/a |
| 2024 | Feb 11, 2025 | $549M | $549M | 5 | 4 | 0 | n/a | n/a |
| 2023 | Mar 13, 2024 | $483M | $483M | 5 | 4 | 0 | n/a | n/a |
| 2022 | Feb 22, 2023 | $422M | $422M | 4 | 3 | 0 | n/a | n/a |
| 2021 | Mar 11, 2022 | $520M | $520M | 5 | 4 | 0 | n/a | n/a |
| 2020 | Mar 19, 2021 | $470M | $470M | 5 | 4 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $432M | $432M | 8 | 6 | 0 | n/a | n/a |
| 2018 | Mar 11, 2019 | $379M | $379M | 8 | 6 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $406M | $406M | 8 | 6 | 0 | n/a | n/a |
| 2016 | Mar 24, 2017 | $371M | $371M | 7 | 6 | n/a | n/a | n/a |
| 2015 | Mar 3, 2016 | $350M | $350M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Mar 10, 2015 | $356M | $356M | 5 | 4 | n/a | n/a | n/a |
| 2013 | Mar 6, 2014 | $338M | $338M | 5 | 4 | n/a | n/a | n/a |
| 2012 | Mar 12, 2013 | $301M | $301M | 6 | 4 | n/a | n/a | n/a |
| 2011 | Mar 20, 2012 | $287M | $287M | n/a | n/a | 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 | $637M | $549M | 16.0% | $422M | 14.7% | 4 | 5 | 0 | 0 |