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CRD 281775
MILL VALLEY, 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 |
|---|---|---|---|---|---|---|
| ELLIOTT SAMUEL ELBAZ | n/a | MILL VALLEY, CA | 10 | 29 | 2 | yes |
| MICHAEL ALLEN PHIPPEN | n/a | MILL VALLEY, CA | 10 | 24 | 2 | yes |
| CULLEN EDWIN JOWITT | n/a | Palm Desert, CA | MILL VALLEY, CA | 7 | 30 | n/a | no |
| SCOTT PHILIP PETERS | n/a | MILL VALLEY, CA | 1 | 40 | 2 | yes |
| WILLIAM EDWARD MCKENNA | n/a | Richardson, TX | MILL VALLEY, CA | 1 | 29 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GORDIAN CAPITAL STRATEGIES, LP CLASS A/B (A.K.A. GORDIAN CAPITAL STRATEGIES TOTAL RETURN) | Hedge Fund | $8.1M | Mar 11, 2024 | 17 | Oct 19, 2015 | reported | 021-180616 |
| GORDIAN CAPITAL STRATEGIES, LP CLASS C/D (A.K.A. GORDIAN CAPITAL STRATEGIES INCOME) | Hedge Fund | $6.1M | Mar 11, 2024 | 13 | Oct 19, 2015 | reported | 021-180616 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ELBAZ, ELLIOTT, SAMUEL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | yes | 12/2011 | Oct 19, 2015 | Mar 11, 2024 |
| PHIPPEN, MICHAEL, ALLEN | MANAGING MEMBER | C | yes | 12/2011 | Oct 19, 2015 | Mar 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GORDIAN CAPITAL MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM DESERT | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $489M | $489M | 7 | 5 | 1 | n/a | n/a |
| 2024 | Mar 19, 2025 | $364M | $364M | 5 | 4 | 1 | 2 | n/a |
| 2023 | Mar 11, 2024 | $343M | $343M | 5 | 4 | 1 | 2 | $14.2M |
| 2022 | Mar 8, 2023 | $271M | $271M | 5 | 4 | 1 | 2 | $14.4M |
| 2021 | Mar 3, 2022 | $309M | $309M | 6 | 4 | 1 | 2 | $17.2M |
| 2020 | Mar 1, 2021 | $252M | $252M | 5 | 4 | 1 | 2 | $14.7M |
| 2019 | Feb 27, 2020 | $248M | $248M | 5 | 4 | 1 | 2 | $17.6M |
| 2018 | Mar 13, 2019 | $211M | $211M | 5 | 4 | 1 | 2 | $17.7M |
| 2017 | Feb 27, 2018 | $182M | $182M | 4 | 3 | 0 | 2 | $16.2M |
| 2016 | Mar 3, 2017 | $184M | $184M | 5 | 4 | n/a | 2 | $11.8M |
| 2015 | Feb 24, 2016 | $128M | $128M | 6 | 5 | n/a | 2 | $18.8M |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $489M | $364M | 34.4% | $271M | 21.7% | 7 | 5 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CROSSPOINT CAPITAL MANAGEMENT | 2 | Dec 31, 2015 | Jan 1, 2025 | MILL VALLEY, CA | Team lift out | Other | 25.0% |
| GORDIAN CAPITAL MANAGEMENT, LLC | 2 | Jan 6, 2015 | Dec 2, 2015 | MILL VALLEY, CA | Team lift out | Other | 100.0% |