DFX Intelligence
Data Factory
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CRD 162781
RENO, NV
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 |
|---|---|---|---|---|---|---|
| ROLLING, HENRY, LEE | CEO/CIO/CCO, MANAGER, MEMBER | E | yes | 01/2010 | Apr 10, 2015 | Apr 30, 2024 |
| THE RICHARD J REVIGLIO FAMILY TRUST | Member | B | yes | 01/2019 | Feb 27, 2019 | Apr 30, 2024 |
| REVIGLIO RICHARD JOHN | SOLE TRUSTEE | E | no | 05/2012 | Mar 6, 2019 | Apr 30, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 22, 2026 | $180,000 | $180,000 | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 4, 2025 | $180,000 | $180,000 | 1 | 1 | 0 | n/a | n/a |
| 2023 | Apr 30, 2024 | $180,000 | $180,000 | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $180,000 | $180,000 | 1 | 1 | 0 | n/a | n/a |
| 2021 | Jan 21, 2022 | $1.5M | $1.5M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Jan 25, 2021 | $1.5M | $1.5M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Feb 12, 2020 | $7.6M | $7.6M | 1 | 1 | 0 | n/a | n/a |
| 2018 | Feb 27, 2019 | $10.3M | $10.3M | 1 | 1 | 1 | n/a | n/a |
| 2017 | Jan 29, 2018 | $2.8M | $2.8M | 2 | 1 | 1 | n/a | n/a |
| 2016 | Feb 10, 2017 | $2.3M | $0 | 2 | 1 | n/a | n/a | n/a |
| 2015 | Feb 5, 2016 | $0 | $0 | 0 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $180,000 | $180,000 | 0.0% | $180,000 | 0.0% | 1 | 1 | 0 | 0 |