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CRD 164971
RICHMOND, 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 |
|---|---|---|---|---|---|---|
| EVERETT NEIL GILLISS | Certified Financial Planner | RICHMOND, VA | 13 | 24 | 2 | no |
| NOAH CHARLES PERRY GREENBAUM | n/a | RICHMOND, VA | 13 | 17 | 1 | no |
| MARGARET J SMITH | Certified Financial Planner | RICHMOND, VA | 12 | 13 | 1 | no |
| CRAIG DAVID TRUITT | n/a | RICHMOND, VA | 11 | 14 | n/a | no |
| JARROD MICHAEL FEINSTEIN | n/a | RICHMOND, VA | 7 | 17 | n/a | no |
| Cooper James Casillas | Certified Financial Planner | RICHMOND, VA | 0 | 10 | 1 | no |
| JOSEPH GRAHAM BOGGIO | n/a | RICHMOND, VA | 0 | 11 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CANAL TUCKAHOE HOLDINGS SPV, LLC | Private Equity Fund | $41.9M | Aug 4, 2026 | 92 | Sep 21, 2023 | reported | n/a |
| HAXALL POINT INCOME FUND III, LP | Real Estate Fund | $33.7M | Aug 4, 2026 | 98 | Nov 29, 2021 | reported | 021-430038 |
| HAXALL POINT MANUFACTURED HOUSING OPPORTUNITY FUND I, LP | Real Estate Fund | $26.1M | Aug 4, 2026 | 70 | Mar 21, 2019 | reported | 021-328629 |
| HIC HAXALL FUND II, LP | Real Estate Fund | $25.3M | Aug 4, 2026 | 65 | Sep 16, 2021 | reported | 021-413787 |
| HIC HAXALL FUND I, LP | Real Estate Fund | $22.9M | Aug 4, 2026 | 49 | Sep 1, 2020 | reported | 021-375005 |
| HAXALL POINT INCOME FUND II LP | Real Estate Fund | $12.5M | Aug 4, 2026 | 1 | Mar 30, 2017 | reported | 021-1674415 |
| HAXALL POINT INCOME FUND I, LP | Real Estate Fund | $250,000 | Aug 4, 2026 | 1 | Dec 20, 2013 | reported | 021-1591255 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GILLISS, EVERETT, NEIL | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 04/2011 | Aug 8, 2012 | May 6, 2024 |
| GREENBAUM, NOAH, CHARLES PERRY | Member | A | no | 01/2015 | Mar 30, 2017 | May 6, 2024 |
| SMITH, MARGARET, J | Member | Na | no | 01/2016 | Mar 30, 2017 | May 6, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CCM TH MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAXALL INSTITUTIONAL PARTNERS I, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAXALL INSTITUTIONAL PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAXALL POINT II, GP LLC | n/a | n/a | n/a | N | yes | n/a |
| HAXALL POINT III GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| HAXALL POINT PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| HP MH I GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.3B | $1.1B | 6 | 6 | 0 | 7 | n/a |
| 2024 | Mar 20, 2025 | $1.2B | $1.0B | 11 | 10 | 0 | 7 | n/a |
| 2023 | Mar 27, 2024 | $1.1B | $909M | 10 | 7 | 0 | 7 | $185M |
| 2022 | Mar 28, 2023 | $917M | $773M | 10 | 7 | 0 | 6 | $147M |
| 2021 | Mar 25, 2022 | $785M | $684M | 10 | 8 | 0 | 6 | $117M |
| 2020 | Mar 11, 2021 | $629M | $591M | 10 | 8 | 0 | 4 | $91.9M |
| 2019 | Mar 12, 2020 | $476M | $451M | 9 | 9 | 0 | 3 | $44.2M |
| 2018 | Mar 21, 2019 | $389M | $361M | 8 | 5 | 0 | 3 | $38.1M |
| 2017 | Mar 21, 2018 | $378M | $345M | 8 | 5 | 0 | 2 | $27.5M |
| 2016 | Mar 30, 2017 | $275M | $261M | 8 | 5 | n/a | 2 | $19.2M |
| 2015 | Mar 29, 2016 | $197M | $174M | 8 | 5 | n/a | 1 | $10.0M |
| 2014 | Mar 2, 2015 | $182M | $175M | 9 | 5 | n/a | 1 | $5.3M |
| 2013 | Feb 13, 2014 | $154M | $124M | 7 | 4 | n/a | 1 | $2.4M |
| 2012 | Feb 15, 2013 | $117M | $105M | 7 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 1 | 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 | $1.3B | $1.2B | 7.0% | $917M | 11.9% | 6 | 11 | 0 | 0 |