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CRD 160540
MILWAUKEE, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BYRNES, JOHN, THOMAS | MANAGING MEMBER | B | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| BYRNES, KEVIN, J | Trustee | F | yes | 12/2010 | Feb 14, 2012 | Mar 24, 2020 |
| DOMACH, JAMES, S | MEMBER AND CHIEF COMPLIANCE OFFICER | A | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| KENEALEY, KEVIN, P | Member | B | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| MASON WELLS, INC. | PREFERRED MEMBER | Na | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| MYERS, GREGORY, JON | Member | B | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| SMITH, THOMAS, GORDON | Shareholder | D | yes | 01/2016 | Feb 14, 2012 | Mar 24, 2020 |
| SMITH, THOMAS, GORDON | MANAGING MEMBER | B | yes | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| TILLEMAN, PAUL, J | Trustee | F | yes | 12/2010 | Feb 14, 2012 | Mar 24, 2020 |
| BYRNES FAMILY TRUST | Member | Na | no | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| HOLBROOK, BENJAMIN, LINCOLM | Member | Na | no | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| KEVIN J. BYRNES 2010 TRUST | Member | Na | no | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| KHAN, ASIM | Member | Na | no | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| RADTKE, JAY, J | Member | Na | no | 06/2008 | Feb 14, 2012 | Mar 24, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MASON WELLS, INC. | n/a | Asset manager | $1.4B | Y | no | n/a |
| MASON WELLS BUYOUT PARTNERS IV, LLC | n/a | Former SEC adviser | $641M | N | yes | n/a |
| MASON WELLS BUYOUT PARTNERS II, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 24, 2020 | $184M | $184M | 18 | 16 | 0 | 1 | $177M |
| 2018 | Mar 25, 2019 | $577M | $577M | 18 | 16 | 0 | 1 | $554M |
| 2017 | Mar 28, 2018 | $610M | $610M | 18 | 16 | 0 | 1 | $586M |
| 2016 | Mar 29, 2017 | $494M | $494M | 17 | 15 | n/a | 1 | $475M |
| 2015 | Mar 21, 2016 | $531M | $531M | 14 | 12 | n/a | 1 | $510M |
| 2014 | Mar 31, 2015 | $583M | $583M | 13 | 12 | n/a | 1 | $560M |
| 2013 | Mar 26, 2014 | $458M | $458M | 13 | 10 | n/a | 1 | $458M |
| 2012 | Mar 18, 2013 | $473M | $473M | 13 | 10 | n/a | 1 | $473M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $184M | $577M | -68.0% | $494M | -28.0% | 18 | 18 | 0 | 0 |