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CRD 168071
FORT WORTH, TX
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 |
|---|---|---|---|---|---|---|
| HAL ALLEN LAMBERT | n/a | FORT WORTH, TX | 12 | 21 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| POINT BRIDGE CAPITAL VC, LP - UMBRA | Venture Capital Fund | $10.3M | May 15, 2024 | 50 | Feb 11, 2022 | reported | 021-380022 |
| STAR CASTLE VENTURES VC, LP - UMBRA | Venture Capital Fund | $10.1M | May 15, 2024 | 33 | Mar 20, 2023 | reported | 021-428271 |
| STAR CASTLE VENTURES VC, LP - UMBRA SERIES B | Venture Capital Fund | $8.5M | May 15, 2024 | 37 | Feb 11, 2022 | reported | 021-463846 |
| STAR CASTLE VENTURES VC, LP - FIREHAWK | Venture Capital Fund | $4.6M | May 15, 2024 | 33 | Oct 5, 2022 | reported | 021-457448 |
| STAR CASTLE VENTURES VC, LP - WILDER SYSTEMS | Venture Capital Fund | $3.8M | May 15, 2024 | 16 | Mar 15, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| LAMBERT, HAL, ALLEN | CEO, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | yes | 10/2013 | Oct 18, 2013 | May 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PBC GENERAL PARTNER, 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 26, 2026 | $420M | $224M | 2 | 1 | 0 | 9 | n/a |
| 2024 | Mar 12, 2025 | $387M | $233M | 2 | 1 | 0 | 6 | n/a |
| 2023 | Mar 15, 2024 | $294M | $145M | 2 | 1 | 0 | 5 | $37.2M |
| 2022 | Mar 20, 2023 | $303M | $145M | 2 | 1 | 0 | 4 | $33.4M |
| 2021 | Feb 11, 2022 | $290M | $94.9M | 2 | 2 | 0 | 2 | $20.4M |
| 2020 | Mar 9, 2021 | $223M | $102M | 3 | 2 | 0 | n/a | n/a |
| 2019 | Mar 7, 2020 | $268M | $101M | 3 | 2 | 0 | n/a | n/a |
| 2018 | Feb 27, 2019 | $265M | $107M | 3 | 2 | 0 | n/a | n/a |
| 2017 | Mar 14, 2018 | $336M | $137M | 2 | 2 | 0 | n/a | n/a |
| 2016 | Feb 22, 2017 | $270M | $111M | 3 | 2 | n/a | n/a | n/a |
| 2015 | Mar 24, 2016 | $253M | $253M | 3 | 2 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $306M | $127M | 3 | 1 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $207M | $97.0M | 3 | 1 | 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 | $420M | $387M | 8.3% | $303M | 11.4% | 2 | 2 | 0 | 0 |