The intelligence graph connecting private capital, companies and real assets. Public records ingested on their own cadence, resolved to one identity by shared identifier, connected by typed relationships with a date and a source on every edge, and read by detectors that say what changed and what it means. Facts, derived metrics, signals, anomalies and inferences are labelled as such.
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CONOVER CAPITAL MANAGEMENT, LLC, CRD 118393
BELLEVUE, WA
Data as of (this record's last observation) from sec_form_adv_history, sec_adv_roster, iapd_firm_feed. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BD AMUSEMENT, LLC | OWNER | F | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| BDA2, LLC | OWNER | F | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| BDAX, LLC | OWNER | C | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| BDAXI | OWNER | F | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| BUSEY, JENIFER, LYNN | OWNER | F | yes | 09/2010 | Jul 23, 2015 | Jan 24, 2022 |
| CONOVER INSURANCE SERVICES LLC | OWNER | E | yes | 12/2019 | Mar 11, 2021 | Jan 24, 2022 |
| GREEN, BRADLEY, DENNIS | OWNER | D | yes | 04/2014 | Jul 22, 2015 | Jan 24, 2022 |
| J&B ENTERPRISES NW, LLC | OWNER | F | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| MORROW, CONSTANCE, ELLEN | MANAGING MEMBER | A | yes | 01/2005 | May 29, 2014 | Jan 24, 2022 |
| MORROW, CONSTANCE, ELLEN | MANAGING MEMBER | C | yes | 01/2005 | May 29, 2014 | Jan 24, 2022 |
| THE WHOLE CONSUELA, LLC | OWNER | F | yes | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| DK GREEN FAMILY LIMITED PARTNERSHIP | OWNER | F | no | 09/2010 | Mar 11, 2021 | Jan 24, 2022 |
| TRIBBEL, JON, HENRY | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | no | 01/2010 | May 29, 2014 | Jan 24, 2022 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CONOVER SECURITIES CORPORATION | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PRESCOTT | AZ | United States | 1 | no |
| VANCOUVER, | WA | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Mar 11, 2021 | $242M | $12.9M | 7 | 5 | 2 | n/a | n/a |
| 2019 | Jul 1, 2020 | $225M | $18.7M | 8 | 6 | 2 | n/a | n/a |
| 2018 | Feb 1, 2019 | $224M | $18.7M | 8 | 6 | 2 | n/a | n/a |
| 2017 | Jan 3, 2018 | $342M | $25.0M | 5 | 5 | 2 | n/a | n/a |
| 2016 | Jan 11, 2017 | $319M | $33.4M | 10 | 8 | n/a | n/a | n/a |
| 2015 | Apr 1, 2016 | $293M | $114M | 11 | 9 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $242M | $75.7M | 12 | 10 | 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 | $242M | $225M | 7.5% | $342M | -10.9% | 7 | 8 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| HELIUM ADVISORS LLC | 2 | Apr 12, 2016 | Apr 6, 2016 | BELLEVUE, WA | TEAM LIFT OUT | OTHER | 33.3% |
| CONOVER SECURITIES CORPORATION | 2 | Aug 15, 2015 | Feb 22, 2013 | BELLEVUE, WA | TEAM LIFT OUT | OTHER | 28.6% |