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CRD 292743
ATLANTA, GA
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WEST ELK PARTNERS, LP | Hedge Fund | $80.1M | Aug 20, 2024 | 65 | Feb 12, 2018 | reported | 021-304693 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DUKE, MORGAN, ANTHONY | Manager | D | yes | 11/2017 | Feb 12, 2018 | Aug 20, 2024 |
| JOFFE, JASON, S | MANAGER, CCO | D | yes | 11/2017 | Feb 12, 2018 | Aug 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INLIGHT WEALTH MANAGEMENT, LLC | n/a | Independent wealth | $843M | N | yes | n/a |
| WEST ELK, 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 24, 2026 | $152M | $152M | 2 | 2 | 1 | 1 | n/a |
| 2024 | Mar 24, 2025 | $132M | $132M | 2 | 2 | 1 | 1 | n/a |
| 2023 | Mar 22, 2024 | $80.1M | $80.1M | 2 | 2 | 1 | 1 | $80.1M |
| 2022 | Mar 19, 2023 | $66.2M | $66.2M | 2 | 2 | 1 | 1 | $66.2M |
| 2021 | Mar 29, 2022 | $87.2M | $87.2M | 2 | 2 | 1 | 1 | $87.2M |
| 2020 | Mar 31, 2021 | $86.6M | $86.6M | 2 | 2 | 1 | 1 | $86.6M |
| 2019 | Mar 30, 2020 | $50.8M | $50.8M | 2 | 2 | 1 | 1 | $50.8M |
| 2018 | Mar 30, 2019 | $47.0M | $47.0M | 2 | 2 | 1 | 1 | $47.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $152M | $132M | 15.4% | $66.2M | 32.0% | 2 | 2 | 1 | 1 |