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CRD 289784
PHILADELPHIA, PA
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 |
|---|---|---|---|---|---|---|---|
| SELECT OPPORTUNITY LLC | Other Private Fund | $174M | Jul 13, 2026 | 20 | Mar 29, 2024 | reported | n/a |
| AM GLOBAL CORE FUND LLC | Hedge Fund | $65.7M | Jul 13, 2026 | 72 | Aug 9, 2013 | reported | 021-196184 |
| STANHOPE FFT GLOBAL VENTURES LP | Private Equity Fund | $30.4M | Jul 13, 2026 | 40 | Mar 31, 2022 | reported | 021-416348 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLOOMFIELD, KEITH, MITCHELL | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2017 | Jul 13, 2026 | Jul 13, 2026 |
| CORIENT GROUP GP LLC (US) | GENERAL PARTNER | Na | yes | 06/2026 | Jul 13, 2026 | Jul 13, 2026 |
| CORIENT PARTNERS US LP | Owner | E | yes | 06/2026 | Jul 13, 2026 | Jul 13, 2026 |
| MEHALKO, ANDREW, PATRICK | CHIEF INVESTMENT OFFICER | Na | yes | 01/2019 | Jul 13, 2026 | Jul 13, 2026 |
| ORTIZ, PETER, MARC | CHIEF OPERATING OFFICER | Na | yes | 07/2023 | Jul 13, 2026 | Jul 13, 2026 |
| WALSH, JONATHAN, RICHARD | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2025 | Jul 13, 2026 | Jul 13, 2026 |
| FWM HOLDINGS, LLC | DIRECT OWNER OF LGL PARTNERS | E | yes | 01/2017 | Aug 15, 2017 | Apr 4, 2024 |
| GEARHART, WILLIAM, RAGNAR | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2022 | Apr 11, 2022 | Apr 4, 2024 |
| PINTO, DANIEL, EMILE | Controller | D | yes | 04/2018 | Apr 15, 2021 | Apr 4, 2024 |
| STANHOPE CAPITAL (SWITZERLAND) SA | Member | E | yes | 02/2021 | Mar 30, 2021 | Apr 4, 2024 |
| STANHOPE CAPITAL GROUP SA | Shareholder | E | yes | 02/2021 | Mar 30, 2021 | Apr 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| STANHOPE CAPITAL, LLP | n/a | Mixed wealth | $16B | N | yes | n/a |
| FFT WEALTH MANAGEMENT LLC | n/a | Independent wealth | $2.3B | N | yes | n/a |
| OPTIMA ASSET MANAGEMENT LLC | n/a | Other adviser | $892M | N | yes | n/a |
| OPTIMA MANAGERS GP-MM LLC | n/a | n/a | n/a | N | yes | n/a |
| OPTIMA MANAGERS LLC | n/a | n/a | n/a | N | yes | n/a |
| PORTMAN SQUARE GENERAL PARTNER SARL | n/a | n/a | n/a | N | yes | n/a |
| SPV MANAGER GP LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PALM BEACH | FL | United States | 8 | no |
| NEW YORK | NY | United States | 3 | no |
| Boston | Ma | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $1.7B | $723M | 38 | 24 | 3 | 3 | n/a |
| 2024 | Mar 31, 2025 | $848M | $657M | 45 | 26 | 3 | 3 | n/a |
| 2023 | Mar 29, 2024 | $1.2B | $616M | 30 | 22 | 3 | 3 | $182M |
| 2022 | Mar 30, 2023 | $1.0B | $551M | 26 | 14 | 2 | 2 | $81.1M |
| 2021 | Mar 31, 2022 | $1.1B | $693M | 20 | 10 | 2 | 2 | $98.1M |
| 2020 | Mar 30, 2021 | $1.7B | $1.0B | 24 | 12 | 2 | 1 | $72.9M |
| 2019 | Mar 29, 2020 | $1.4B | $677M | 25 | 18 | 2 | 1 | $71.5M |
| 2018 | Mar 30, 2019 | $1.8B | $643M | 24 | 13 | 2 | 1 | $70.2M |
| 2017 | Mar 26, 2018 | $1.1B | $601M | 18 | 9 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.7B | $848M | 101.4% | $1.0B | 17.9% | 36 | 45 | 3 | 3 |