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CRD 323373
SANTA MONICA, CA
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 |
|---|---|---|---|---|---|---|
| EDWARD TANDY MCGLASSON | n/a | SANTA MONICA, CA | 0 | 13 | 6 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MCGLASSON, EDWARD, TANDY | FOUNDER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | yes | 11/2022 | Sep 8, 2022 | Mar 30, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $135M | $56.4M | 2 | 1 | 1 | 1 | n/a |
| 2024 | Mar 31, 2025 | $115M | $43.5M | 2 | 1 | 0 | n/a | n/a |
| 2023 | Mar 30, 2024 | $120M | $50.6M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $112M | $49.3M | 2 | 1 | 0 | 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 | $135M | $115M | 18.1% | $112M | 6.6% | 2 | 2 | 1 | 0 |