DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 282244
TUPELO, MS
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 |
|---|---|---|---|---|---|---|
| RYAN SETH KELLY | n/a | Oxford, MS | TUPELO, MS | 1 | 11 | n/a | no |
| Samuel Hardage Webb | n/a | TUPELO, MS | Oxford, MS | 1 | 10 | n/a | no |
| STEPHEN DAVIS MILES | Certified Financial Planner|Chartered Financial Consultant | TUPELO, MS | 0 | 27 | 2 | no |
| ANDREW B ADAMS | n/a | TUPELO, MS | OXFORD, MS | 0 | 23 | 4 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CYPRESS VIEUX INVESTORS, LLC | Real Estate Fund | $13.0M | Mar 29, 2024 | 0 | Mar 29, 2024 | reported | n/a |
| MYSA HOSPITALITY FUND, LLC | Real Estate Fund | $11.0M | Mar 29, 2024 | 31 | Apr 26, 2023 | reported | 021-407066 |
| CRESCENT FLAT INVESTORS, LLC | Real Estate Fund | $10.3M | Mar 29, 2024 | 0 | Mar 29, 2024 | reported | n/a |
| AMBLING INVESTMENTS III, LLC | Real Estate Fund | $9.0M | Mar 29, 2024 | 60 | Apr 26, 2023 | reported | 021-407066 |
| SPRING CREEK INVESTORS, LLC | Real Estate Fund | $8.9M | Mar 29, 2024 | 0 | Mar 29, 2024 | reported | n/a |
| PRIME PROPERTIES FUND I, LLC | Real Estate Fund | $7.7M | Mar 29, 2024 | 25 | Mar 31, 2022 | reported | 021-422189 |
| AMBLING INVESTMENTS II, LLC | Real Estate Fund | $5.2M | Mar 29, 2024 | 35 | Aug 27, 2021 | reported | 021-407066 |
| 222 LOYOLA INVESTORS QOF, LLC | Real Estate Fund | $4.3M | Mar 29, 2024 | 29 | Mar 31, 2022 | reported | 021-407066 |
| CONSORTIUM ENERGY FUND II, LP | Real Estate Fund | $3.8M | Mar 29, 2024 | 0 | Mar 29, 2024 | reported | n/a |
| GENYSIS VENTURE FUND, LLC | Real Estate Fund | $3.1M | Mar 29, 2024 | 13 | Apr 26, 2023 | reported | 021-407066 |
| CONSORTIUM ENERGY FUND, LLC | Real Estate Fund | $2.9M | Mar 29, 2024 | 28 | Apr 26, 2023 | reported | 021-407066 |
| KINDER RESERVE INVESTORS, LLC | Real Estate Fund | $2.4M | Mar 29, 2024 | 42 | Aug 27, 2021 | reported | 021-382405 |
| NOLIN SANDS INVESTORS, LLC | Real Estate Fund | $2.1M | Mar 29, 2024 | 121 | Mar 31, 2022 | reported | 021-428209 |
| HART SANDS INVESTORS, LLC | Real Estate Fund | $1.9M | Mar 29, 2024 | 46 | Mar 31, 2023 | reported | 021-407066 |
| CANARD CLAY INVESTORS, LLC | Real Estate Fund | $1.9M | Mar 29, 2024 | 48 | Mar 31, 2023 | reported | 021-407066 |
| AMBLING INVESTMENTS, LLC | Real Estate Fund | $1.9M | Mar 29, 2024 | 15 | Aug 27, 2021 | reported | 021-407066 |
| MAPLE HILL INVESTORS, LLC | Real Estate Fund | $1.8M | Mar 29, 2024 | 110 | Mar 31, 2023 | reported | 021-407066 |
| SPRING VALLEY INVESTORS, LLC | Real Estate Fund | $1.8M | Mar 29, 2024 | 2 | Mar 31, 2023 | reported | 021-407066 |
| LAGNIAPPE CLAY INVESTORS, LLC | Real Estate Fund | $1.8M | Mar 29, 2024 | 1 | Apr 26, 2023 | reported | 021-407066 |
| PIEDMONT SOLAR INVESTORS, LLC | Real Estate Fund | $1.8M | Mar 29, 2024 | 120 | Mar 31, 2022 | reported | 021-428213 |
| WOODBURY SOLAR INVESTORS, LLC | Real Estate Fund | $1.7M | Mar 29, 2024 | 91 | Mar 31, 2022 | reported | 021-428223 |
| GRAND CLAY INVESTORS, LLC | Real Estate Fund | $1.5M | Mar 29, 2024 | 25 | Mar 31, 2023 | reported | 021-407066 |
| NET LEASE PROPERTIES FUND I, LLC | Real Estate Fund | $1.4M | Mar 29, 2024 | 23 | Aug 27, 2021 | reported | 021-407066 |
| ACADIANA CLAY INVESTORS, LLC | Real Estate Fund | $1.4M | Mar 29, 2024 | 84 | Mar 31, 2023 | reported | 021-407066 |
| CLARK RANGE INVESTORS, LLC | Real Estate Fund | $1.3M | Mar 29, 2024 | 17 | Mar 31, 2022 | reported | 021-419234 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ADAMS, ANDREW, B | CEO / MANAGING PARTNER | Na | yes | 11/2015 | Aug 27, 2021 | Mar 29, 2024 |
| ADAMS, ANDREW, B | Member | D | yes | 11/2015 | Aug 27, 2021 | Mar 29, 2024 |
| ADDICUS HOLDINGS LLC | MANAGING MEMBER | E | yes | 11/2015 | Aug 27, 2021 | Mar 29, 2024 |
| DYNAMIC BUSINESS STRATEGIES, INC. | Owner | C | yes | 11/2015 | Mar 31, 2023 | Mar 29, 2024 |
| INTEGRATED SERVICES GROUP, INC. | Owner | C | yes | 11/2015 | Mar 31, 2023 | Mar 29, 2024 |
| MILES, STEPHEN, DAVIS | Member | E | yes | 11/2015 | Aug 27, 2021 | Mar 29, 2024 |
| MILES, STEPHEN, DAVIS | CHIEF COMPLIANCE OFFICER / MANAGING DIRECTOR | Na | yes | 11/2015 | Aug 27, 2021 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| 222 LOYOLA QOF MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| ACADIANA CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| ADDICUS PRIVATE EQUITY, LLC | n/a | n/a | n/a | N | yes | n/a |
| ADDICUS RISK MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| ALLEN PINES MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| AMBLING INVESTMENTS II MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| AMBLING INVESTMENTS III MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| AMBLING INVESTMENTS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| AVERY TRACE MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BEE ROCK MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BIG CREEK MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| BREAKWATER MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| CANARD CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| CLARK RANGE MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| CONSORTIUM ENERGY FUND MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| CUMBERLAND GAP MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| CYPRESS EAST MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| DAVIS CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| FALLING WATER MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| GENYSIS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| GLASSWRX BEAUFORT QOF MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| GRAND CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| HART SANDS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| KINDER RESERVE MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| LAGNIAPPE CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MAPLE HILL MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| MYSA HOSPITALTY FUND MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| NET LEASE PROPERTIES FUND I MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| NOLIN SANDS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| PIEDMONT SOLAR MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| PREMIER CLAY MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| PRIME PROPERTIES FUND I MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| RIVER BIRCH MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| SABINE CLAY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| SILAS MINE INVESTMENTS MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| SPRING VALLEY MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| STAMPS HOLLOW MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| STOKES PLATEAU MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| WOODBURY SOLAR MANAGER, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Oxford | Ms | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 31, 2025 | $263M | $118M | 23 | 12 | 1 | 48 | n/a |
| 2023 | Mar 29, 2024 | $271M | $257M | 55 | 5 | 2 | 44 | $120M |
| 2022 | Mar 31, 2023 | $132M | $112M | 31 | 7 | 3 | 33 | $108M |
| 2021 | Mar 31, 2022 | $147M | $121M | 31 | 9 | 3 | 26 | $55.8M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $222M | $271M | -18.0% | $147M | 14.7% | 35 | 55 | 1 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| INVEST FINANCIAL CORPORATION | 2 | Dec 6, 2016 | Jan 1, 2026 | JACKSON, MS | Team lift out | Other | 0.3% |