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CRD 156971
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 |
|---|---|---|---|---|---|---|
| MONEYPAPER PUBLICATIONS LLC | Shareholder | E | yes | 10/1998 | Feb 3, 2015 | Jul 1, 2024 |
| NELSON, LEE, REINER | PORTFOLIO MANAGER | Na | yes | 10/2023 | Oct 4, 2023 | Jul 1, 2024 |
| NELSON, VITA, JOY | President | E | yes | 08/1996 | Jan 5, 2012 | Jul 1, 2024 |
| NELSON, VITA, JOY | President | Na | yes | 10/1998 | Jan 5, 2012 | Jul 1, 2024 |
| Medina, Juan, Mario | PORTFOLIO MANAGER | Na | no | 07/2017 | Jun 30, 2017 | Jul 1, 2024 |
| PEREZ, BYRON, O | CHIEF COMPLIANCE OFFICER | Na | no | 10/2023 | Oct 4, 2023 | Jul 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 8, 2026 | $91.0M | $91.0M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Jan 10, 2025 | $91.0M | $91.0M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Jul 1, 2024 | $91.0M | $91.0M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 6, 2023 | $91.3M | $91.3M | 3 | 2 | 0 | n/a | n/a |
| 2021 | Jan 9, 2022 | $103M | $103M | 3 | 2 | 0 | n/a | n/a |
| 2020 | Feb 11, 2021 | $83.1M | $83.1M | 3 | 2 | 0 | n/a | n/a |
| 2019 | Jan 12, 2020 | $78.2M | $78.2M | 3 | 2 | 0 | n/a | n/a |
| 2018 | Feb 18, 2019 | $65.7M | $65.7M | 3 | 2 | 0 | n/a | n/a |
| 2017 | Jan 9, 2018 | $68.9M | $68.9M | 3 | 2 | 0 | n/a | n/a |
| 2016 | Jan 31, 2017 | $59.0M | $0 | 2 | 2 | n/a | n/a | n/a |
| 2015 | Jan 27, 2016 | $53.0M | $0 | 2 | 2 | n/a | n/a | n/a |
| 2014 | Feb 3, 2015 | $54.0M | $0 | 2 | 2 | n/a | n/a | n/a |
| 2013 | Feb 4, 2014 | $45.0M | $45.0M | 2 | 2 | n/a | n/a | n/a |
| 2012 | Mar 1, 2013 | $42.0M | $0 | 2 | 2 | n/a | n/a | n/a |
| 2011 | Jan 5, 2012 | $38.0M | $38.0M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $91.0M | $91.0M | 0.0% | $91.3M | -0.1% | 2 | 2 | 0 | 0 |