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CRD 175156
DALLAS, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CENTEROAK EQUITY FUND II, L.P. | Private Equity Fund | $853M | Mar 27, 2024 | 40 | Mar 25, 2021 | reported | 021-357469 |
| CENTEROAK EQUITY FUND II-EF, L.P. | Private Equity Fund | $366M | Mar 27, 2024 | 16 | Mar 25, 2021 | reported | 021-357469 |
| CENTEROAK EQUITY FUND I, L.P. | Private Equity Fund | $260M | Mar 27, 2024 | 37 | Feb 23, 2015 | reported | 021-240250 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CENTEROAK GP I, INC. | GENERAL PARTNER | Na | yes | 02/2015 | Mar 28, 2018 | Mar 27, 2024 |
| FOJTASEK, RANDALL, SCOTT | CHIEF EXECUTIVE OFFICER, SOLE DIRECTOR OF CENTEROAK GP I, INC. | E | yes | 06/2014 | Feb 23, 2015 | Mar 27, 2024 |
| FOJTASEK, RANDALL, SCOTT | TRUSTEE OF FOJTASEK 2022 TRUST | F | yes | 12/2022 | Feb 23, 2015 | Mar 27, 2024 |
| FOJTASEK, RANDALL, SCOTT | EXECUTIVE, GRANTOR TRUST MEMBER OF WHEELHOUSE CAPITAL, LLC | E | yes | 12/2022 | Feb 23, 2015 | Mar 27, 2024 |
| FOJTASEK, RANDALL, SCOTT | CHIEF EXECUTIVE OFFICER, LIMITED PARTNER, IC MEMBER | Na | yes | 02/2015 | Feb 23, 2015 | Mar 27, 2024 |
| HENRY, WILLIAM, MARK | IC MEMBER | Na | yes | 02/2015 | Feb 23, 2015 | Mar 27, 2024 |
| SALIM, MICHAEL, DAVID | EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, IC MEMBER | Na | yes | 02/2015 | Feb 23, 2015 | Mar 27, 2024 |
| SUTHERLAND, GILBERT, JASON DOYLE | IC MEMBER | Na | yes | 02/2015 | Feb 23, 2015 | Mar 27, 2024 |
| FOJTASEK 2022 TRUST | LIMITED PARTNER OF MENEHUNE, LP | C | no | 12/2022 | Mar 29, 2023 | Mar 27, 2024 |
| FOJTASEK, RANDALL, SCOTT | ADVISER OF OLAMAIE FOJTASEK TRUST | F | no | 12/2022 | Feb 23, 2015 | Mar 27, 2024 |
| MENEHUNE, L.P. | LIMITED PARTNER | E | no | 12/2022 | Mar 29, 2023 | Mar 27, 2024 |
| OLAMAIE FOJTASEK TRUST | LIMITED PARTNER OF MENEHUNE, LP | C | no | 12/2022 | Mar 29, 2023 | Mar 27, 2024 |
| WHEELHOUSE CAPITAL, LLC | GENERAL PARTNER OF MENEHUNE, LP | F | no | 12/2022 | Mar 29, 2023 | Mar 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $2.0B | $2.0B | 20 | 20 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $2.5B | $2.5B | 16 | 16 | 0 | 5 | n/a |
| 2023 | Mar 27, 2024 | $1.5B | $1.5B | 17 | 16 | 0 | 3 | $1.5B |
| 2022 | Mar 29, 2023 | $1.4B | $1.4B | 16 | 15 | 0 | 3 | $1.4B |
| 2021 | Mar 30, 2022 | $1.2B | $1.2B | 12 | 11 | 0 | 3 | $1.2B |
| 2020 | Mar 25, 2021 | $839M | $839M | 15 | 14 | 0 | 3 | $839M |
| 2019 | Mar 26, 2020 | $503M | $503M | 15 | 14 | 0 | 1 | $503M |
| 2018 | Mar 26, 2019 | $534M | $534M | 16 | 15 | 0 | 1 | $534M |
| 2017 | Mar 28, 2018 | $444M | $444M | 14 | 12 | 0 | 1 | $444M |
| 2016 | Mar 28, 2017 | $462M | $462M | 12 | 10 | n/a | 1 | $462M |
| 2015 | Mar 28, 2016 | $400M | $400M | 12 | 10 | n/a | 1 | $400M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $2.5B | -20.6% | $1.4B | 12.7% | 20 | 16 | 0 | 0 |