DFX Intelligence
Data Factory
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Reading the graph
CRD 173183
CHARLOTTE, NC
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| MACKEY, YANCEY, WILLIAMS | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | yes | 02/2015 | Mar 2, 2015 | Jan 26, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EASTOVER INVESTMENT ADVISORS, LLC | n/a | Independent wealth | $392M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Jan 26, 2023 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2021 | May 6, 2022 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2018 | Mar 4, 2019 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2017 | Feb 9, 2018 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| 2016 | Feb 16, 2017 | $0 | $0 | 1 | 1 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $0 | $0 | 1 | 1 | n/a | n/a | n/a |
| 2014 | Mar 4, 2015 | $0 | $0 | 1 | 1 | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $0 | $0 | n/a | $0 | n/a | 1 | 1 | 0 | 0 |