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CRD 172326
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| E•• D• C•••• | n/a | LOS ALTOS HILLS, CA | 0 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| C••••••• P••• M••••• F•••• L••• | Hedge Fund | $331M | May 15, 2024 | 29 | Aug 15, 2014 | reported | 021-225396 |
| C••••••• P••• G••••• E••••• M••••• F•••• L••• | Hedge Fund | $116M | May 15, 2024 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C••••• E••• D• | Manager | F | yes | 02/2014 | Aug 15, 2014 | May 15, 2024 |
| C••••• E••• D• | GRANTOR, TRUSTEE | E | yes | 07/2011 | Aug 15, 2014 | May 15, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C••••••• P••• G•• L•• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $53.8M | $352M | -84.7% | $486M | -52.0% | 1 | 5 | 0 | 0 |
| 21 |
| Mar 30, 2020 |
| reported |
| 021-398421 |
| C••••••• P••• F•• P•••••••• L••• | Hedge Fund | $25.0M | May 15, 2024 | 39 | Aug 15, 2014 | reported | 021-224341 |
| C••••••• P••• S•• I• L••• | Hedge Fund | $9.6M | May 15, 2024 | 10 | Mar 29, 2019 | reported | 021-315365 |
| C••••••• P••• S•• I•• L••• | Other Private Fund | $399,169 | May 31, 2023 | 11 | Mar 31, 2021 | reported | 021-381701 |
| MANAGING PARTNER & CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 02/2014 |
| Aug 15, 2014 |
| May 15, 2024 |
| C•• G•• L•• | GENERAL PARTNER | Na | yes | 02/2014 | Aug 15, 2014 | May 15, 2024 |
| T•• E•• A•• M•••••••• C•••• L••••• T•••• | Member | E | yes | 02/2014 | Aug 15, 2014 | May 15, 2024 |
| T•• E•• A•• M•••••••• C•••• L••••• T•••• | LIMITED PARTNER | E | yes | 02/2014 | Aug 15, 2014 | May 15, 2024 |
| Mar 31, 2026 |
| $234M |
| $234M |
| 2 |
| 1 |
| 0 |
| 4 |
| n/a |
| 2024 | Mar 28, 2025 | $352M | $352M | 5 | 4 | 0 | 4 | n/a |
| 2023 | Mar 28, 2024 | $416M | $416M | 7 | 6 | 0 | 4 | $416M |
| 2022 | Mar 31, 2023 | $486M | $486M | 8 | 6 | 0 | 5 | $486M |
| 2021 | Mar 31, 2022 | $742M | $742M | 7 | 4 | 0 | 5 | $742M |
| 2020 | Mar 31, 2021 | $845M | $845M | 8 | 5 | 0 | 5 | $845M |
| 2019 | Mar 30, 2020 | $656M | $656M | 8 | 5 | 0 | 4 | $656M |
| 2018 | Mar 29, 2019 | $525M | $525M | 10 | 6 | 0 | 3 | $525M |
| 2017 | Mar 29, 2018 | $656M | $656M | 10 | 6 | 0 | 2 | $656M |
| 2016 | Mar 30, 2017 | $595M | $595M | 9 | 5 | n/a | 2 | $595M |
| 2015 | Mar 30, 2016 | $662M | $662M | 10 | 6 | n/a | 2 | $657M |
| 2014 | Jan 16, 2015 | $467M | $467M | 8 | 5 | n/a | 2 | $400M |