DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CITY DIFFERENT HOLDINGS LP, CRD 310982
SANTA FE, NM
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 |
|---|---|---|---|---|---|---|
| CHRISTOPHER MICHAEL RYON | Chartered Financial Analyst | SANTA FE, NM | 5 | 18 | n/a | no |
| CONNOR RYAN BROWNE | Chartered Financial Analyst | SANTA FE, NM | 5 | 25 | 1 | no |
| ROBERT MICHAEL MACDONALD | Chartered Financial Analyst | SANTA FE, NM | 5 | 18 | 1 | no |
| WAYNE VINSON WALDEN | Chartered Financial Analyst | SANTA FE, NM | SANTA MONICA, CA | 5 | 23 | n/a | no |
| Joel Benjamin Van Essen | Chartered Financial Analyst | AUSTIN, TX | SANTA FE, NM | 5 | 12 | 2 | no |
| Sweta Singh | n/a | SANTA FE, NM | Brookline, MA | 5 | 10 | n/a | no |
| MICHELLE ANN NOWFEL | n/a | SANTA FE, NM | 4 | 20 | 1 | no |
| Jong Hsien Lim | Chartered Financial Analyst | Tenafly, NJ | SANTA FE, NM | 4 | 11 | n/a | no |
| COREY ALLEN DRY | n/a | Aurora, CO | SANTA FE, NM | 3 | 12 | n/a | no |
| QUINN PATRICK RAFTERY | n/a | SANTA FE, NM | CEDAR, MI | 0 | 24 | 2 | no |
| ROLF BJORN RONNEKLEIV-KELLY | Chartered Financial Analyst | SANTA FE, NM | Denver, CO | 0 | 17 | n/a | no |
| Raelyn L Gonzales | n/a | SANTA FE, NM | Austin, TX | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CDI UA HOLDINGS I, LP | Private Equity Fund | $8.0M | Jul 16, 2024 | 49 | Mar 30, 2023 | reported | 021-467702 |
| CDI ZEN HOLDINGS, LP | Private Equity Fund | $1.6M | Jul 16, 2024 | 13 | Mar 27, 2024 | reported | 021-494297 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BROWNE, CONNOR, RYAN | MANAGING MEMBER | F | yes | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| BROWNE, CONNOR, RYAN | MANAGING MEMBER | E | yes | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| BROWNE, CONNOR, RYAN | CHIEF EXECUTIVE OFFICER, DIRECTOR | Na | yes | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| CITY DIFFERENT INVESTMENTS, LLC | LIMITED PARTNER | E | yes | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| GRIMSTAD, JOEL, EDRIK | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER | Na | yes | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| CITY DIFFERENT HOLDINGS GP LLC | GENERAL PARTNER | Na | no | 11/2020 | Jan 8, 2021 | Jul 16, 2024 |
| Nathanson Juris, Leslie, E. | Director | Na | no | 01/2021 | Oct 31, 2022 | Jul 16, 2024 |
| RAND, LEE, MICHAEL | Director | Na | no | 01/2021 | Oct 31, 2022 | Jul 16, 2024 |
| RICHARDSYELLEN, LESLIE, ROSARIO | Director | Na | no | 01/2021 | Oct 31, 2022 | Jul 16, 2024 |
| RYON, CHRISTOPHER, MICHAEL | Director | Na | no | 01/2021 | Oct 31, 2022 | Jul 16, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| CITY DIFFERENT ACQUISITIONS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 6, 2026 | $244M | $244M | 16 | 9 | 4 | 4 | n/a |
| 2024 | Mar 26, 2025 | $266M | $141M | 13 | 8 | 4 | 2 | n/a |
| 2023 | Mar 27, 2024 | $115M | $76.1M | 14 | 9 | 3 | 2 | $9.6M |
| 2022 | Mar 30, 2023 | $157M | $58.3M | 13 | 8 | 1 | 1 | $12.7M |
| 2021 | Mar 30, 2022 | $197M | $41.4M | 14 | 10 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $244M | $266M | -8.0% | $157M | 15.9% | 16 | 13 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC | 2 | Feb 11, 2020 | Feb 9, 2021 | SANTA FE, NM | Team lift out | Other | 6.1% |