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P•••••••• C•••••• L•••, CRD 157476
CHARLESTON, SC
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 |
|---|---|---|---|---|---|---|
| J••• J•••• R•••• | n/a | CHARLESTON, SC | 5 | 15 | n/a | no |
| A•••••••• R••••• G••••••• | n/a | CHARLESTON, SC | 5 | 12 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| P•••••••• A••••••••• M••••• F••• L• | Hedge Fund | $258M | Sep 11, 2026 | 1 | Mar 28, 2018 | reported | 021-283720 |
| P•••••••• A••••••••• F••• L• | Hedge Fund | $214M | Mar 29, 2022 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| R••••• J•••• J•••• | CHIEF INVESTMENT OFFICER AND GENERAL PARTNER | D | yes | 05/2011 | Sep 11, 2026 | Sep 11, 2026 |
| S••••••••• J•••••• S••• | LIMITED PARTNER | C | yes | 05/2011 | Sep 11, 2026 | Sep 11, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| P•••••••• A••••••••• I• L•• | n/a | n/a | n/a | Y | yes | n/a |
| P•••••••• A••••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| P•••••••• C•••••• A••••••• L•• | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 25.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.0B | $4.9B | -18.5% | $4.2B | -1.4% | 17 | 16 | 2 | 2 |
| no |
| C••••• C•••• | n/a | CHARLESTON, SC | 5 | 12 | n/a | no |
| O••••• F•••• M•• | n/a | CHARLESTON, SC | 0 | 13 | n/a | no |
| 8 |
| Mar 28, 2018 |
| dropped |
| 021-283720 |
| P•••••••• N••••••••• R••• A••••••••• F••• L• | Private Equity Fund | $186M | Sep 11, 2026 | 9 | Mar 27, 2014 | reported | 021-207763 |
| P•••••••• P••••••• F•••• L••• | Private Equity Fund | $157M | Sep 11, 2026 | 31 | Mar 27, 2019 | reported | n/a |
| P•••••••• C•••••• P••••••• P••••••• M••••• F••• L••• | Other Private Fund | $107M | Sep 11, 2026 | 23 | Mar 27, 2013 | reported | 021-188230 |
| T•• L••• F••• L••• | Hedge Fund | $34.5M | Mar 18, 2015 | 3 | Mar 18, 2015 | dropped | 021-188231 |
| P•••••••• C•••••• H••• Y•••• F•••• L••• | Other Private Fund | $28.9M | Mar 28, 2018 | 1 | Mar 24, 2016 | dropped | 021-259804 |
| P•••••••• C•••••• F••••••• R••• F••• L• | Other Private Fund | $1.1M | Sep 11, 2026 | 9 | Mar 27, 2014 | reported | 021-207766 |
| P•••••••• A••••••••• F••• L•• | Hedge Fund | $745,838 | Mar 29, 2022 | 5 | Mar 27, 2014 | dropped | 021-207765 |
| P•••••••• C•••••• S•••• D••••••• H••• Y•••• F•••• L••• | Other Private Fund | $223,673 | Sep 11, 2026 | 10 | Mar 24, 2016 | reported | 021-259805 |
| P•••••• M••••• A••••••••• L•• | Other Private Fund | $67,718 | Sep 11, 2026 | 6 | Mar 29, 2022 | reported | n/a |
| P•••••••• C•••••• E••••••• F•••• L••• | Other Private Fund | $12,441 | Sep 11, 2026 | 8 | Mar 27, 2013 | reported | 021-188231 |
| P•••••••• C•••••• D•••••••• I••••• F•••• L••• | Other Private Fund | $6,393 | Sep 11, 2026 | 16 | Mar 24, 2016 | reported | 021-259802 |
| P•••••••• 2••• D••••••••• F•••• L••• | Private Equity Fund | $4,941 | Sep 11, 2026 | 4 | Mar 30, 2023 | reported | 021-1954332 |
| CHIEF COMPLIANCE OFFICER AND DIRECTOR OF OPERATIONS |
| Na |
| no |
| 07/2026 |
| Sep 11, 2026 |
| Sep 11, 2026 |
| P•••••••• A•••••• S•••••• | CHIEF FINANCIAL OFFICER | Na | no | 11/2020 | Sep 11, 2026 | Sep 11, 2026 |
| M••••••••• M••••••• P•••••• | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | Na | no | 11/2021 | Mar 29, 2022 | Mar 22, 2024 |
| n/a |
| n/a |
| Y |
| yes |
| n/a |
| Mar 31, 2026 |
| $4.0B |
| $1.8B |
| 17 |
| 6 |
| 2 |
| 10 |
| n/a |
| 2024 | Mar 28, 2025 | $4.9B | $2.1B | 16 | 6 | 2 | 10 | n/a |
| 2023 | Mar 22, 2024 | $4.5B | $2.6B | 16 | 5 | 1 | 10 | $1.1B |
| 2022 | Mar 30, 2023 | $4.2B | $2.5B | 16 | 4 | 1 | 10 | $1.4B |
| 2021 | Mar 29, 2022 | $4.5B | $2.8B | 15 | 4 | 1 | 11 | $1.7B |
| 2020 | Mar 22, 2021 | $3.7B | $2.4B | 15 | 7 | 1 | 10 | $1.6B |
| 2019 | Mar 30, 2020 | $4.6B | $3.6B | 15 | 7 | 1 | 10 | $1.3B |
| 2018 | Mar 27, 2019 | $3.6B | $2.7B | 15 | 6 | 1 | 10 | $1.0B |
| 2017 | Mar 28, 2018 | $3.9B | $2.8B | 13 | 5 | 0 | 10 | $1.0B |
| 2016 | Mar 30, 2017 | $3.0B | $2.1B | 14 | 5 | n/a | 8 | $706M |
| 2015 | Mar 24, 2016 | $2.7B | $1.9B | 12 | 4 | n/a | 8 | $610M |
| 2014 | Mar 18, 2015 | $2.5B | $1.5B | 9 | 3 | n/a | 6 | $402M |
| 2013 | Mar 27, 2014 | $2.3B | $1.3B | 7 | 4 | n/a | 5 | $345M |
| 2012 | Mar 27, 2013 | $1.6B | $655M | 7 | 4 | n/a | 2 | $39.2M |
| 2011 | Mar 30, 2012 | $265M | $265M | n/a | n/a | n/a | n/a | n/a |