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O••••• PARTNERS, LLC, CRD 297462
JEFFERSONVILLE, IN
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 |
|---|---|---|---|---|---|---|
| M•••••• T••••• W••••• | n/a | JEFFERSONVILLE, IN | Lousville, KY | 8 | 17 | 1 | yes |
| G••• G• B•••• | n/a | JEFFERSONVILLE, IN | 8 | 25 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• G•••• G• | PARTNER AND FINANCIAL ADVISOR | C | yes | 01/2018 | Jul 23, 2018 | Aug 2, 2024 |
| C••••• B••••• C••••••••• | PARTNER AND FINANCIAL ADVISOR | C | yes | 01/2018 | Jul 23, 2018 | Aug 2, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Louisville | Ky | United States | 4 | yes |
| Irvington | NY | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 14.3% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $391M | $345M | 13.5% | $235M | 18.5% | 8 | 8 | 2 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••••• • R••• | 3 | Aug 29, 2018 | Sep 21, 2018 | CHARLEROI, PA | Team lift out | Ibd to new firm | 0.2% |
| no |
| B•••• C••••••••• C•••• | n/a | JEFFERSONVILLE, IN | Louisville, KY | 8 | 16 | 3 | no |
| W•••••• D• G•••• | n/a | JEFFERSONVILLE, IN | 7 | 18 | 1 | no |
| S••••• D•••• G••••••• | n/a | JEFFERSONVILLE, IN | Irvington, NY | 4 | 25 | 1 | no |
| P••• J•••• C••••• | n/a | JEFFERSONVILLE, IN | 3 | 33 | 4 | no |
| T••••• C• J•••••• | n/a | LOUISVILLE, KY | JEFFERSONVILLE, IN | 0 | 27 | 3 | yes |
| PARTNER, FINANCIAL ADVISOR, AND CHIEF COMPLIANCE OFFICER |
| C |
| yes |
| 01/2018 |
| Jul 23, 2018 |
| Aug 2, 2024 |
| $391M |
| $388M |
| 8 |
| 6 |
| 2 |
| n/a |
| n/a |
| 2024 | Apr 17, 2025 | $345M | $339M | 8 | 6 | 3 | n/a | n/a |
| 2023 | Mar 4, 2024 | $297M | $291M | 10 | 8 | 3 | n/a | n/a |
| 2022 | Mar 22, 2023 | $235M | $227M | 11 | 8 | 3 | n/a | n/a |
| 2021 | Feb 24, 2022 | $298M | $288M | 9 | 7 | 3 | n/a | n/a |
| 2020 | Jan 27, 2021 | $242M | $238M | 8 | 6 | 2 | n/a | n/a |
| 2019 | Mar 11, 2020 | $204M | $181M | 8 | 6 | 1 | n/a | n/a |
| 2018 | Mar 5, 2019 | $136M | $133M | 6 | 4 | 0 | n/a | n/a |