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CRD 168761
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| S••••• R•••••••• A••• | n/a | HOUSTON, TX | 12 | 13 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| T•• W••••••• P••••••••• M••••• F••• L• | Hedge Fund | $8.3B | Mar 11, 2024 | 106 | Dec 13, 2013 | reported | 021-211509 |
| T•• W••••••• D••••••• P••••••••• L• | Other Private Fund | $149M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A•••• S•••••• R•••••••• | Member | E | yes | 04/2013 | Dec 13, 2013 | Mar 11, 2024 |
| A•••• S•••••• R•••••••• | Ceo | E | yes | 04/2013 | Dec 13, 2013 | Mar 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| T•• W•••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| T•• W••••••• G•••••• P•••••• L• | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | $11B | $9.7B | 18.3% | $6.2B | 22.4% | 8 | 8 | 0 | 0 |
| 14 |
| Dec 13, 2013 |
| dropped |
| 021-211509 |
| T•• W••••••• P••••••••• I••••••••• F••• L•• | Other Private Fund | $64.2M | Apr 29, 2014 | 3 | Dec 13, 2013 | dropped | 021-211862 |
| CCO, CFO, COO |
| Na |
| yes |
| 04/2013 |
| Dec 13, 2013 |
| Mar 11, 2024 |
| V• A••••••••• L•• | Manager | F | yes | 04/2013 | Dec 13, 2013 | Mar 11, 2024 |
| V• H••••••• L•• | Member | Na | no | 04/2013 | Dec 13, 2013 | Mar 11, 2024 |
| Mar 3, 2026 |
| $11B |
| $11B |
| 8 |
| 4 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 13, 2025 | $9.7B | $9.7B | 8 | 4 | 0 | 1 | n/a |
| 2023 | Mar 11, 2024 | $8.3B | $8.3B | 10 | 6 | 0 | 1 | $8.3B |
| 2022 | Mar 23, 2023 | $6.2B | $6.2B | 10 | 6 | 0 | 1 | $6.2B |
| 2021 | Mar 24, 2022 | $7.1B | $7.1B | 10 | 6 | 0 | 1 | $7.1B |
| 2020 | Mar 23, 2021 | $5.8B | $5.8B | 10 | 6 | 0 | 1 | $5.8B |
| 2019 | Feb 25, 2020 | $3.2B | $3.2B | 10 | 6 | 0 | 1 | $3.2B |
| 2018 | Feb 27, 2019 | $2.1B | $2.1B | 10 | 6 | 0 | 1 | $2.1B |
| 2017 | Mar 6, 2018 | $1.7B | $1.7B | 8 | 5 | 0 | 1 | $1.7B |
| 2016 | Mar 13, 2017 | $960M | $960M | 8 | 5 | n/a | 1 | $960M |
| 2015 | Mar 3, 2016 | $714M | $714M | 8 | 5 | n/a | 1 | $714M |
| 2014 | Mar 6, 2015 | $409M | $409M | 8 | 5 | n/a | 1 | $409M |