DFX Intelligence
Data Factory
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Reading the graph
CRD 166781
EL DORADO HILLS, CA
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KNITTEL, MICHAEL, MURRAY | MANAGING MEMBER - CCO | E | yes | 03/2013 | Aug 21, 2020 | Mar 30, 2022 |
| BARRY, CASSANDRA, LYNN | Owner | B | no | 08/2020 | Aug 26, 2020 | Mar 30, 2022 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 30, 2022 | $90.2M | $80.5M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 11, 2021 | $104M | $100M | 1 | 1 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $90.2M | $104M | -13.3% | n/a | n/a | 1 | 1 | 0 | 0 |