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CRD 287809
WAYNE, PA
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 |
|---|---|---|---|---|---|---|
| EDWARD ANTHONY TRUMPBOUR | n/a | Berwyn, PA | 9 | 30 | 1 | no |
| RASTISLAV BERLANSKY | Chartered Financial Analyst | Berwyn, PA | 9 | 16 | 1 | no |
| DONALD IRVING OHARA | n/a | Berwyn, PA | West Chester, PA | 9 | 17 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| VIMCO FOUNDERS FUND LP | Other Private Fund | $10.1M | Dec 9, 2024 | 14 | Nov 9, 2017 | reported | 021-410085 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERLANSKY, RASTISLAV | PRINCIPAL & FOUNDER | C | yes | 06/2016 | Nov 9, 2017 | Dec 9, 2024 |
| BERLANSKY, RASTISLAV | FOUNDER & PRINCIPAL | Na | yes | 06/2016 | Nov 9, 2017 | Dec 9, 2024 |
| BERLANSKY/TRUMPBOUR INVESTMENT MANAGEMENT COMPANY | Owner | E | yes | 06/2016 | Nov 9, 2017 | Dec 9, 2024 |
| TRUMPBOUR, EDWARD, ANTHONY | PRINCIPAL & FOUNDER | C | yes | 06/2016 | Nov 9, 2017 | Dec 9, 2024 |
| TRUMPBOUR, EDWARD, ANTHONY | FOUNDER & PRINCIPAL | Na | yes | 06/2016 | Nov 9, 2017 | Dec 9, 2024 |
| HONDROS, PAUL, JAMES | Owner | B | no | 11/2019 | Dec 18, 2019 | Dec 9, 2024 |
| MCFADDEN, DANIEL, RICHARD | PRINCIPAL, HEAD OF BUSINESS DEVELOPMENT AND CLIENT SERVICES | Na | no | 09/2018 | Dec 18, 2019 | Dec 9, 2024 |
| MCFADDEN, DANIEL, RICHARD | PRINCIPAL, HEAD OF BUSINESS DEVELOPMENT & CLIENT SERVICE | F | no | 08/2019 | Dec 18, 2019 | Dec 9, 2024 |
| OHARA, DONALD, IRVING | CHIEF COMPLIANCE OFFICER | Na | no | 09/2016 | Nov 9, 2017 | Dec 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PENNHAVEN BROKERAGE PARTNERS, LLC | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 18, 2026 | $144M | $144M | 4 | 3 | 0 | 1 | n/a |
| 2024 | Mar 21, 2025 | $114M | $114M | 4 | 3 | 0 | 1 | n/a |
| 2018 | Mar 31, 2019 | $7.7M | $7.7M | 3 | 2 | 0 | 1 | $3.9M |
| 2017 | Mar 7, 2018 | $6.2M | $6.2M | 3 | 2 | 0 | 1 | $4.3M |
| 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 | $144M | $114M | 26.2% | n/a | n/a | 4 | 4 | 0 | 0 |