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CRD 164201
MILWAUKEE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CARLSON, DANIEL, HOWARD | MANAGING MEMBER / SECRETARY/DIRECTOR | A | yes | 04/2012 | Jun 25, 2012 | Mar 31, 2024 |
| FALKEIS, ERIC, WALTER | CHIEF OPERATING OFFICER | A | yes | 12/2023 | Mar 31, 2024 | Mar 31, 2024 |
| FILMORE, GAVIN, CLARK | CHIEF REVENUE OFFICER | Na | yes | 12/2023 | Mar 31, 2023 | Mar 31, 2024 |
| FTV VI, L.P. | UNIT HOLDER | E | yes | 06/2022 | Nov 28, 2023 | Mar 31, 2024 |
| GT CAPITAL | UNIT HOLDER | C | yes | 06/2022 | Mar 31, 2017 | Mar 31, 2024 |
| RESCHO, DOUGLAS, CLIFFORD | Director | Na | yes | 06/2022 | Mar 31, 2023 | Mar 31, 2024 |
| RIVEN, RONNIE, JACOB | CHIEF FINANCIAL OFFICER | Na | yes | 03/2024 | Mar 31, 2024 | Mar 31, 2024 |
| TRIAS, GUILLERMO | UNIT HOLDER | C | yes | 06/2022 | Oct 16, 2015 | Mar 31, 2024 |
| TRIAS, GUILLERMO | CHIEF EXECUTIVE OFFICER / MANAGING MEMBER / DIRECTOR | B | yes | 11/2015 | Oct 16, 2015 | Mar 31, 2024 |
| VENUTO, MICHAEL, JEREMY | CHIEF INVESTMENT OFFICER / MANAGING MEMBER / DIRECTOR | B | yes | 04/2012 | Jun 25, 2012 | Mar 31, 2024 |
| VENUTO, MICHAEL, JEREMY | UNIT HOLDER | C | yes | 06/2022 | Jun 25, 2012 | Mar 31, 2024 |
| VOSTRIZANSKY, MICHAEL | Director | Na | yes | 06/2022 | Mar 31, 2023 | Mar 31, 2024 |
| FTV-TOROSO, INC | UNIT HOLDER | C | no | 06/2022 | Mar 31, 2023 | Mar 31, 2024 |
| PELLEGRINO, MICHAEL, THOMAS | CHIEF LEGAL OFFICER | Na | no | 02/2022 | Nov 28, 2023 | Mar 31, 2024 |
| TOROSO INVESTMENTS TOPCO, LLC | UNIT HOLDER | D | no | 06/2022 | Nov 28, 2023 | Mar 31, 2024 |
| WOOLVERTON, WILLIAM, HENDERSON | CHIEF COMPLIANCE OFFICER | Na | no | 03/2023 | Mar 31, 2023 | Mar 31, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Detroit | Mi | United States | 3 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $46B | $46B | 207 | 50 | 4 | n/a | n/a |
| 2024 | Mar 31, 2025 | $27B | $27B | 94 | 19 | 4 | n/a | n/a |
| 2023 | Mar 31, 2024 | $11B | $11B | 52 | 12 | 1 | n/a | n/a |
| 2022 | Mar 31, 2023 | $5.6B | $4.5B | 41 | 16 | 2 | n/a | n/a |
| 2021 | Mar 31, 2022 | $8.2B | $6.4B | 27 | 13 | 2 | n/a | n/a |
| 2020 | Mar 31, 2021 | $5.6B | $3.2B | 16 | 13 | 6 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.8B | $778M | 11 | 7 | 5 | n/a | n/a |
| 2018 | Mar 28, 2019 | $846M | $298M | 11 | 8 | 5 | n/a | n/a |
| 2017 | Mar 27, 2018 | $725M | $203M | 11 | 8 | 5 | n/a | n/a |
| 2016 | Mar 31, 2017 | $372M | $61.2M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $75.5M | $35.6M | 8 | 5 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $75.5M | $35.6M | 8 | 6 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $18.5M | $18.5M | 8 | 6 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $6.4M | $5.6M | 6 | 3 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $46B | $27B | 68.1% | $5.6B | 101.8% | 207 | 94 | 4 | 4 |