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CRD 281835
MANSFIELD, OH
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 |
|---|---|---|---|---|---|---|
| Beveridge, Adam | OWNER/PRESIDENT | D | yes | 07/2011 | Jan 13, 2016 | Jul 16, 2020 |
| Boyd, Preston | Owner | D | yes | 12/2015 | Jan 13, 2016 | Jul 16, 2020 |
| BOYD, PRESTON, JAMES | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | Na | yes | 01/2016 | Jan 13, 2016 | Jul 16, 2020 |
| NEO VENTURE CAPITAL, INC. | Member | E | yes | 01/2011 | Jan 13, 2016 | Jul 16, 2020 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| FEDERAL WAY | Wa | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Jul 16, 2020 | $80.0M | $80.0M | 2 | 2 | 1 | n/a | n/a |
| 2019 | Sep 25, 2019 | $118M | $113M | 2 | 2 | 1 | n/a | n/a |
| 2018 | Sep 13, 2018 | $145M | $143M | 2 | 2 | 1 | n/a | n/a |
| 2017 | Sep 25, 2017 | $132M | $130M | 3 | 3 | n/a | n/a | n/a |
| 2016 | Sep 27, 2016 | $124M | $119M | 3 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $80.0M | $118M | -32.1% | $132M | -15.4% | 2 | 2 | 1 | 1 |