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CRD 166182
GROSSE POINTE FARMS, MI
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•••• C••••••••• R••••••• | n/a | GROSSE POINTE FARMS, MI | 0 | 32 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| R••••••• I••••• A•• P•••••••• P••••••••• F••• I• L• | Hedge Fund | $43.1M | Jun 29, 2015 | 59 | Mar 29, 2012 | dropped | 021-153187 |
| R••••••• G••••• A•• I••••• F••• I• L• | Hedge Fund | $32.3M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| P••••• G••••••• A••• | CIO-TRADITIONAL FIXED I••••• | Na | yes | 10/2014 | Mar 23, 2015 | Apr 30, 2024 |
| R••••••• C•••••• H•••••• C•••••• | R••••••• C•••••• H•••••• C•••••• | E | yes | 01/2019 | Mar 24, 2020 | Apr 30, 2024 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.4B | 8.1% | $1.2B | 9.3% | 10 | 10 | 0 | 0 |
| 61 |
| Mar 29, 2012 |
| dropped |
| 021-153318 |
| R••••••• R••• L•• | Real Estate Fund | $1.0M | Jun 29, 2015 | 2 | Mar 11, 2014 | dropped | n/a |
| Owner |
| E |
| yes |
| 01/2019 |
| Nov 13, 2012 |
| Apr 30, 2024 |
| R•••••••• J••••• C••••••••• | CEO, COO & CCO | Na | yes | 11/2012 | Nov 13, 2012 | Apr 30, 2024 |
| Feb 20, 2026 |
| $1.5B |
| $1.1B |
| 10 |
| 7 |
| 0 |
| n/a |
| n/a |
| 2024 | Jan 22, 2025 | $1.4B | $1.2B | 10 | 7 | 0 | n/a | n/a |
| 2023 | Feb 15, 2024 | $1.2B | $1.0B | 10 | 7 | 0 | n/a | n/a |
| 2022 | Feb 17, 2023 | $1.2B | $990M | 7 | 5 | 0 | n/a | n/a |
| 2021 | Mar 24, 2022 | $846M | $768M | 9 | 7 | 0 | n/a | n/a |
| 2020 | Mar 24, 2021 | $672M | $599M | 10 | 7 | 0 | n/a | n/a |
| 2019 | Mar 24, 2020 | $741M | $675M | 10 | 7 | 0 | n/a | n/a |
| 2018 | Mar 25, 2019 | $627M | $570M | 7 | 5 | 1 | n/a | n/a |
| 2017 | Mar 29, 2018 | $539M | $488M | 8 | 5 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $450M | $363M | 8 | 5 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $248M | $248M | 8 | 6 | n/a | n/a | n/a |
| 2014 | Mar 23, 2015 | $243M | $243M | 8 | 6 | n/a | 3 | $76.4M |
| 2013 | Mar 11, 2014 | $907M | $100M | 5 | 4 | n/a | 3 | $101M |
| 2012 | Jan 31, 2013 | $1.1B | $105M | 5 | 4 | n/a | 2 | $102M |