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CRD 309323
OKLAHOMA CITY, OK
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HUMPHREYS FUND IV, LP | Real Estate Fund | $88.6M | Oct 31, 2024 | 58 | Mar 31, 2022 | reported | 021-416324 |
| HUMPHREYS FUND III, LP | Real Estate Fund | $60.4M | Oct 31, 2024 | 43 | Jan 31, 2019 | reported | 021-307637 |
| HFI REIT EMBREY LOSO 2206, LLC | Other Private Fund | $54.1M | Oct 31, 2024 | 4 | Mar 29, 2024 | reported | n/a |
| HUMPHREYS FUND II, LP | Real Estate Fund | $7.5M | Oct 31, 2024 | 29 | Apr 11, 2017 | reported | 021-268974 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| 2012 GREEN FAMILY DYNASTY TRUST | Member | F | yes | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| ANNIE HUMPHREYS COMPANY, LLC | Member | C | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| BLAIR HUMPHREYS COMPANY, LLC | Member | C | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| GRANT HUMPHREYS COMPANY, LLC | Member | C | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| GREEN, MART, DELYN | Secretary | F | yes | 02/2014 | Jul 28, 2020 | Oct 31, 2024 |
| GREEN, MART, DELYN | TRUSTEE OF 2012 GREEN FAMILY DYNASTRY TRUST | F | yes | 01/2012 | Jul 28, 2020 | Oct 31, 2024 |
| GREEN, STEVEN, TODD | TRUSTEE OF 2012 GREEN FAMILY DYNASTRY TRUST | F | yes | 01/2012 | Jul 28, 2020 | Oct 31, 2024 |
| GREEN, STEVEN, TODD | President | F | yes | 02/2014 | Jul 28, 2020 | Oct 31, 2024 |
| HL AMERICAN INVESTMENTS, LLC | Member | B | yes | 01/2017 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, BLAIR, DAVID | PRESIDENT & DIRECTOR, HUMPHREYS CAPITAL | F | yes | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, BLAIR, DAVID | MANAGING MEMBER | E | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, BLAIR, DAVID | CHIEF EXECUTIVE OFFICER | Na | yes | 08/2016 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, DANNA | CO-TRUSTEE OF KIRK HUMPHREYS REVOCABLE TRUST | F | yes | 01/1997 | Aug 7, 2020 | Oct 31, 2024 |
| HUMPHREYS, DANNA | CO-TRUSTEE OF DANNA HUMPHREYS REVOCABLE TRUST | F | yes | 01/1997 | Aug 7, 2020 | Oct 31, 2024 |
| HUMPHREYS, GRANT, CARLTON | MANAGING MEMBER | E | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, GRANT, CARLTON | Chairman | Na | yes | 08/2016 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, GRANT, CARLTON | CHIEF EXECUTIVE OFFICER, DIRECTOR | F | yes | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, KIRK, DAVID | CO-TRUSTEE OF DANNA HUMPHREYS REVOCABLE TRUST | F | yes | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, KIRK, DAVID | CO-TRUSTEE OF KIRK HUMPHREYS REVOCABLE TRUST | F | yes | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, KIRK, DAVID | MEMBER, MANAGEMENT COMMITTEE | F | yes | 12/1997 | Jul 28, 2020 | Oct 31, 2024 |
| HUMPHREYS, KIRK, DAVID | CHAIRMAN EMERITUS | Na | yes | 08/2016 | Jul 28, 2020 | Oct 31, 2024 |
| LETT, DARSEE, DAWN DE'ETTE | Member | F | yes | 02/2014 | Jul 28, 2020 | Oct 31, 2024 |
| LETT, DARSEE, DAWN DE'ETTE | TRUSTEE OF 2012 GREEN FAMILY DYNASTRY TRUST | F | yes | 01/2012 | Jul 28, 2020 | Oct 31, 2024 |
| MERRITT, BRADEN, PAYNE | President | Na | yes | 11/2017 | Jul 28, 2020 | Oct 31, 2024 |
| MERRITT, BRETT, PATRICK | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | Na | yes | 02/2024 | Feb 12, 2024 | Oct 31, 2024 |
| MIDDLEBROOKS, GRACE, ANNE | MANAGING MEMBER | E | yes | 12/1996 | Jul 28, 2020 | Oct 31, 2024 |
| MIDDLEBROOKS, GRACE, ANNE | Director | F | yes | 11/1997 | Jul 28, 2020 | Oct 31, 2024 |
| THE HUMPHREYS COMPANY, LLC | Member | D | yes | 01/2017 | Jul 28, 2020 | Oct 31, 2024 |
| DANNA HUMPHREYS REVOCABLE TRUST | Member | F | no | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| KIRK HUMPHREYS REVOCABLE TRUST | Member | F | no | 01/1997 | Jul 28, 2020 | Oct 31, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 10, 2026 | $252M | $252M | 20 | 10 | 0 | 5 | n/a |
| 2024 | Mar 26, 2025 | $215M | $215M | 24 | 9 | 0 | 5 | n/a |
| 2023 | Mar 29, 2024 | $211M | $211M | 31 | 10 | 0 | 4 | $211M |
| 2022 | Mar 31, 2023 | $180M | $180M | 22 | 9 | 0 | 3 | $180M |
| 2021 | Mar 31, 2022 | $232M | $232M | 17 | 8 | 0 | 3 | $232M |
| 2020 | Mar 31, 2021 | $132M | $132M | 14 | 10 | 0 | 2 | $132M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $252M | $215M | 17.7% | $180M | 12.0% | 20 | 24 | 0 | 0 |