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CRD 159812
FOLLY BEACH, SC
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOHN TRAVIS HOWELL | n/a | FOLLY BEACH, SC | 2 | 25 | n/a | no |
| BRIAN KLUMP | n/a | FOLLY BEACH, SC | 2 | 16 | n/a | no |
| JOEY HOWARD FOXHALL | n/a | FOLLY BEACH, SC | 2 | 16 | n/a | no |
| BENJAMIN CLIFFORD STREET | n/a | FOLLY BEACH, SC | 2 | 20 | n/a | no |
| SCOTT SCHUMACHER HOWELL | n/a | FOLLY BEACH, SC | 1 | 26 | n/a | no |
| KELLEN LEE COONEY | n/a | FOLLY BEACH, SC | 1 | 23 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GROUND SWELL CISTERN FUND, LP | Hedge Fund | $1.5B | Mar 11, 2024 | 14 | Feb 26, 2016 | reported | 021-247150 |
| OPUS TRADING FUND, LLC | Other Private Fund | $497M | Feb 14, 2012 | 1 | Feb 14, 2012 | dropped | n/a |
| WHITNEY CAPITAL SERIES FUND LLC - SERIES F2 | Hedge Fund | $156M | Feb 10, 2015 | 1 | Mar 28, 2014 | dropped | 021-214195 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| COONEY, KELLEN, LEE | Member | B | yes | 06/2010 | Feb 14, 2012 | Mar 11, 2024 |
| FOXHALL, JOEY, HOWARD | MEMBER, CHIEF COMPLIANCE OFFICER | B | yes | 06/2010 | Feb 14, 2012 | Mar 11, 2024 |
| HOWELL, JOHN, TRAVIS | Member | B | yes | 06/2010 | Feb 14, 2012 | Mar 11, 2024 |
| HOWELL, SCOTT, SCHUMACHER | Memeber | B | yes | 06/2010 | Feb 14, 2012 | Mar 11, 2024 |
| KLUMP, BRIAN | LEAD DEVELOPER | A | no | 09/2010 | Apr 1, 2013 | Mar 11, 2024 |
| STREET, BENJAMIN, CLIFFORD | Member | A | no | 08/2011 | Apr 1, 2013 | Mar 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| GROUND SWELL CISTERN FUND GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| GS CAPITAL PARTNERS AU PTY LTD | n/a | n/a | n/a | Y | yes | n/a |
| GS CAPITAL PARTNERS UK LLP | n/a | n/a | n/a | Y | yes | n/a |
| GSC EUROPE LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| GSC GLOBAL LIMITED | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $949M | $949M | 10 | 5 | 0 | 2 | n/a |
| 2024 | Mar 21, 2025 | $1.1B | $1.1B | 10 | 5 | 0 | 1 | n/a |
| 2023 | Mar 11, 2024 | $1.5B | $1.5B | 10 | 5 | 0 | 1 | $1.5B |
| 2022 | Mar 24, 2023 | $1.4B | $1.4B | 10 | 5 | 0 | 1 | $1.4B |
| 2021 | Mar 28, 2022 | $1.4B | $1.4B | 10 | 5 | 0 | 1 | $1.4B |
| 2020 | Mar 26, 2021 | $1.6B | $1.6B | 10 | 5 | 0 | 1 | $1.6B |
| 2019 | Feb 10, 2020 | $1.1B | $1.1B | 10 | 5 | 0 | 1 | $1.1B |
| 2018 | Feb 13, 2019 | $1.1B | $1.1B | 10 | 5 | 0 | 1 | $1.1B |
| 2017 | Mar 12, 2018 | $984M | $984M | 8 | 5 | 0 | 1 | $984M |
| 2016 | Feb 13, 2017 | $256M | $256M | 8 | 5 | n/a | 1 | $256M |
| 2015 | Feb 26, 2016 | $215M | $215M | 8 | 5 | n/a | 1 | $215M |
| 2014 | Feb 10, 2015 | $156M | $156M | 8 | 5 | n/a | 1 | $156M |
| 2013 | Mar 28, 2014 | $998M | $998M | 8 | 5 | n/a | 1 | $4.0M |
| 2012 | Apr 1, 2013 | $508M | $508M | 7 | 5 | n/a | n/a | n/a |
| 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 | $949M | $1.1B | -17.1% | $1.4B | -11.7% | 10 | 10 | 0 | 0 |