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B•••• A•••• M•••••••••, LLC, CRD 298354
JEFFERSON CITY, MO
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••• L• R••• | n/a | Jefferson City, MO | 7 | 17 | 2 | no |
| M•••••• G••••• D•••• | Chartered Financial Analyst | SEATTLE, WA | 7 | 12 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| B•••• S•••••• I••••• F••• I• | Other Private Fund | $30.8M | Mar 30, 2026 | 21 | Dec 12, 2023 | reported | 021-484519 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••••• M••••••• G• | CHAIRMAN, CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER | C | yes | 12/2018 | Nov 19, 2021 | Mar 29, 2024 |
| M•••••• D••••• E••••• | CHIEF OPERATING OFFICER | Na | yes | 03/2019 | Mar 29, 2024 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B•••• S•••••• I••••• F••••• G• | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Seattle | Wa | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 |
| 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 | $64.6M | $44.2M | 46.2% | $105M | -15.1% | 6 | 6 | 0 | 1 |
| no |
| D•••• E••••• M••••• | n/a | SEATTLE, WA | 7 | 14 | n/a | no |
| R•••• J•••• L• |
| PRESIDENT, CEO |
| C |
| yes |
| 12/2018 |
| Nov 19, 2021 |
| Mar 29, 2024 |
| T••••• R•••• E•••••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2021 | Nov 19, 2021 | Mar 29, 2024 |
| S•• R••• P••••••• H•••••••• L•• | Member | B | no | 12/2018 | Nov 19, 2021 | Mar 29, 2024 |
| $64.6M |
| $64.6M |
| 6 |
| 3 |
| 0 |
| 1 |
| n/a |
| 2024 | Apr 18, 2025 | $44.2M | $44.2M | 6 | 3 | 1 | 1 | n/a |
| 2023 | Mar 29, 2024 | $109M | $109M | 6 | 3 | 1 | 1 | $17.6M |
| 2022 | Feb 15, 2023 | $105M | $105M | 7 | 4 | 1 | n/a | n/a |
| 2021 | Mar 28, 2022 | $113M | $113M | 11 | 5 | 2 | n/a | n/a |