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CRD 329207
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 |
|---|---|---|---|---|---|---|
| BOJON VENTURES CORP | Member | D | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| PERIGEE ASSOCIATES LLC | Member | D | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| TARA, WILLIAM, TAYLOR | MANAGING MEMBER | E | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| TARA, WILLIAM, TAYLOR | Manager | Na | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL FAMILY 2010 TRUST | Shareholder | E | yes | 10/2023 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, MICHAEL, LAWRENCE | Manager | Na | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, MICHAEL, LAWRENCE | Cfo | F | yes | 10/2023 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, MICHAEL, LAWRENCE | Trustee | D | yes | 05/2010 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, NANCY | PRESIDENT, CEO | F | yes | 10/2023 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, NANCY | MANAGER, CCO | Na | yes | 01/2024 | Aug 28, 2024 | Sep 5, 2024 |
| WOODALL, NANCY | Trustee | D | yes | 05/2010 | Aug 28, 2024 | Sep 5, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MERIDIAN INVESTMENT COUNSEL, INC. | n/a | Independent wealth | $723M | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 29, 2026 | $0 | $0 | 3 | 1 | 0 | n/a | n/a |
| 2024 | Mar 29, 2025 | $0 | $0 | 3 | 1 | 0 | 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 | $0 | $0 | n/a | n/a | n/a | 3 | 3 | 0 | 0 |