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CRD 108676
LOS ANGELES, CA
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 |
|---|---|---|---|---|---|---|
| GREGORY SANDOR HELLER | Certified Financial Planner | LOS ANGELES, CA | 4 | 37 | 2 | yes |
| STEVEN JEFF WEINBERGER | n/a | LOS ANGELES, CA | 4 | 27 | 1 | yes |
| SHAWN STAUFFER LANDIS | Certified Financial Planner | LOS ANGELES, CA | 4 | 18 | 3 | no |
| DAVID JOSEPH HINDLER | n/a | LOS ANGELES, CA | 4 | 27 | 1 | yes |
| STEVEN Jeff CAMPEAS | n/a | Los Angeles, CA | LOS ANGELES, CA | 2 | 14 | 2 | no |
| STACEY PANENHANOUVONG | Certified Financial Planner | LOS ANGELES, CA | 2 | 11 | 2 | no |
| Alexander Christian Collins | Certified Financial Planner | LOS ANGELES, CA | 2 | 13 | n/a | no |
| Matthew Jack Heller | n/a | LOS ANGELES, CA | 2 | 12 | n/a | no |
| Daniel Brian Smyth | n/a | Philadelphia, PA | 1 | 10 | n/a | yes |
| JORDAN LINDSAY KAHN | Chartered Financial Analyst | LOS ANGELES, CA | 0 | 24 | 7 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CR PROJECT | Real Estate Fund | $2.3M | Aug 24, 2026 | 9 | Mar 12, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HELLER, GREGORY, SANDOR | President | E | yes | 08/1988 | Aug 24, 2026 | Aug 24, 2026 |
| KAHN, JORDAN, LINDSAY | CHIEF INVESTMENT OFFICER | Na | yes | 09/2015 | Aug 24, 2026 | Aug 24, 2026 |
| WEINBERGER, STEVEN, JEFF | SENIOR MANAGING DIRECTOR | C | yes | 01/2004 | Aug 24, 2026 | Aug 24, 2026 |
| NELSON, HAYLEY, NICOLE | CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Aug 24, 2026 | Aug 24, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GREG SANDOR HELLER | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $2.0B | $2.0B | 20 | 9 | 1 | 1 | n/a |
| 2024 | Apr 29, 2025 | $1.7B | $1.7B | 19 | 8 | 1 | 1 | n/a |
| 2023 | Mar 15, 2024 | $1.5B | $1.5B | 17 | 6 | 0 | 1 | $2.3M |
| 2022 | Mar 31, 2023 | $1.4B | $1.4B | 16 | 7 | 0 | 1 | $2.3M |
| 2021 | Mar 31, 2022 | $1.5B | $1.5B | 16 | 7 | 0 | 1 | $2.3M |
| 2020 | Mar 31, 2021 | $1.2B | $1.2B | 17 | 8 | 0 | 1 | $2.3M |
| 2019 | Mar 30, 2020 | $1.1B | $1.1B | 16 | 8 | 0 | 1 | $2.3M |
| 2018 | Mar 29, 2019 | $938M | $938M | 17 | 9 | 0 | 1 | $2.3M |
| 2017 | Mar 29, 2018 | $1.0B | $1.0B | 17 | 9 | 0 | 1 | $2.3M |
| 2016 | Feb 28, 2017 | $917M | $917M | 16 | 8 | n/a | 1 | $2.3M |
| 2015 | Mar 28, 2016 | $853M | $853M | 14 | 7 | n/a | 1 | $5.8M |
| 2014 | Mar 30, 2015 | $587M | $587M | 7 | 6 | n/a | 1 | $5.8M |
| 2013 | Mar 27, 2014 | $538M | $538M | 8 | 4 | n/a | 1 | $5.5M |
| 2012 | Mar 8, 2013 | $452M | $452M | 8 | 4 | n/a | 1 | $3.0M |
| 2011 | Mar 12, 2012 | $376M | $376M | n/a | n/a | n/a | 1 | $3.0M |
| 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 | 2 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.0B | $1.7B | 16.8% | $1.4B | 12.5% | 20 | 19 | 1 | 1 |