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CRD 129505
NORTH PALM BEACH, FL
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 |
|---|---|---|---|---|---|---|
| MARK HOWARD UDIS | n/a | MANHATTAN BEACH, CA | 7 | 20 | n/a | no |
| Michelle Lynn Cooper | n/a | Manhattan Beach, CA | 6 | 12 | 1 | no |
| Cameron Victor Doty | Certified Financial Planner | Manhattan Beach, CA | 6 | 13 | n/a | no |
| Chloe Huang Sandler | Certified Financial Planner | NORTH PALM BEACH, FL | 4 | 12 | n/a | no |
| MICHAEL DENT NUNNALLY | Certified Financial Planner | NORTH PALM BEACH, FL | NASHVILLE, TN | 3 | 13 | 1 | no |
| Anna Yu | n/a | San Francisco, CA | 3 | 11 | 1 | no |
| MARIIA EROSHIN | Certified Financial Planner|Chartered Financial Analyst | NORTH PALM BEACH, FL | 3 | 18 | 3 | no |
| MANUEL CUKAJ | n/a | NORTH PALM BEACH, FL | 2 | 10 | n/a | no |
| HARRISON MATHIEU PAGE | n/a | NORTH PALM BEACH, FL | 2 | 10 | n/a | no |
| Rory Alan Brown | n/a | NORTH PALM BEACH, FL | 2 | 12 | n/a | no |
| SCOTT DAVID WELCH | n/a | Potomac, MD | NORTH PALM BEACH, FL | 1 | 26 | 2 | no |
| Gregory Marino | n/a | NORTH PALM BEACH, FL | 1 | 10 | n/a | no |
| JAYSON JAMES BROWN | Certified Financial Planner | Franklin, TN | 1 | 18 | 4 | no |
| CONSTANTINE STEPHEN HATZIVASSILIOU | n/a | North Palm Beach, FL | 1 | 17 | 1 | no |
| AMANDA KATHLEEN COURTNEY | n/a | NORTH PALM BEACH, FL | 1 | 17 | n/a | no |
| Mark Purcell | n/a | NORTH PALM BEACH, FL | 1 | 13 | n/a | no |
| HOLLY MARIE WORKMAN | n/a | NORTH PALM BEACH, FL | 1 | 10 | n/a | no |
| Cristian Lopez | n/a | NORTH PALM BEACH, FL | Manhattan Beach, CA | 0 | 10 | n/a | no |
| GARRETT MITCHELL ALTON | Chartered Financial Consultant | Atlanta, GA | NORTH PALM BEACH, FL | 0 | 32 | 9 | no |
| Brian E. O'Neil | Certified Financial Planner | NORTH PALM BEACH, FL | Highlands Ranch, CO | 0 | 21 | 3 | no |
| GANNON MITCHELL BROWN | n/a | NORTH PALM BEACH, FL | 0 | 13 | 2 | no |
| Giuliano Augusto Celle | n/a | New York, NY | NORTH PALM BEACH, FL | 0 | 19 | 2 | no |
| PAUL DONALD BLATZ | Chartered Financial Analyst | NORTH PALM BEACH, FL | 0 | 20 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ALTS PLUS FUND, LLC | Private Equity Fund | $138M | Apr 30, 2026 | 178 | Mar 28, 2024 | reported | 021-485556 |
| CAMDEN SPORTS FRANCHISE LEGACY FUND, LLC | Hedge Fund | $85.1M | Apr 30, 2026 | 128 | Mar 31, 2022 | reported | 021-505638 |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES III | Private Equity Fund | $67.9M | Sep 30, 2024 | 141 | Mar 31, 2022 | dropped | 021-368829 |
| CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES IV | Private Equity Fund | $64.9M | Apr 30, 2026 | 90 | Mar 28, 2019 | reported | 021-313485 |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES VII | Private Equity Fund | $56.3M | Apr 30, 2026 | 126 | Mar 31, 2022 | reported | 021-505636 |
| CAMDEN SPAC OPPORTUNITIES FUND, LLC | Hedge Fund | $55.2M | Feb 9, 2023 | 67 | Mar 31, 2022 | dropped | n/a |
| CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES V | Private Equity Fund | $48.2M | Apr 30, 2026 | 80 | Mar 31, 2022 | reported | 021-390504 |
| CAMDEN REAL ESTATE LEGACY FUND, LLC - SERIES I | Private Equity Fund | $42.4M | Apr 30, 2026 | 69 | Mar 28, 2019 | reported | 021-309614 |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES III | Private Equity Fund | $36.4M | Apr 30, 2026 | 49 | Mar 31, 2022 | reported | 021-381829 |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES II | Private Equity Fund | $35.5M | Apr 30, 2026 | 124 | Mar 29, 2021 | reported | 021-360925 |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES II | Private Equity Fund | $30.7M | Apr 30, 2026 | 93 | Mar 26, 2020 | reported | 021-324179 |
| CAMDEN INTERNATIONAL REAL ESTATE FUND, LLC - SERIES I | Private Equity Fund | $29.8M | Apr 30, 2026 | 59 | Mar 26, 2020 | reported | 021-334747 |
| CAMDEN PRIVATE CAPITAL LEGACY FUND, LLC - SERIES I | Private Equity Fund | $29.2M | Apr 30, 2026 | 27 | Mar 28, 2019 | reported | 021-309523 |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES VII | Private Equity Fund | $25.8M | Apr 30, 2026 | 57 | Mar 30, 2023 | reported | 021-505637 |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES VI | Private Equity Fund | $22.2M | Apr 30, 2026 | 79 | Mar 31, 2022 | reported | 021-505653 |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES III | Private Equity Fund | $19.1M | Apr 30, 2026 | 78 | Mar 30, 2017 | reported | 021-272285 |
| CAMDEN SPECIAL OPPORTUNITIES FUND, LLC | Private Equity Fund | $16.6M | Apr 30, 2026 | 100 | Mar 29, 2021 | reported | 021-382497 |
| CAMDEN INTERNATIONAL EQUITY FUND, LLC | Hedge Fund | $16.3M | Apr 30, 2026 | 58 | Mar 26, 2020 | reported | 021-334845 |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES VI | Private Equity Fund | $13.1M | Apr 30, 2026 | 125 | Mar 31, 2022 | reported | 021-379967 |
| CAMDEN REAL ESTATE OPPORTUNITY FUND, LLC - SERIES II | Private Equity Fund | $12.5M | Apr 30, 2026 | 68 | Mar 31, 2015 | reported | 021-235407 |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES V | Private Equity Fund | $12.3M | Apr 30, 2026 | 117 | Mar 26, 2020 | reported | 021-334848 |
| CAMDEN ENERGY OPPORTUNITY FUND, LLC - SERIES II | Private Equity Fund | $9.6M | Dec 11, 2023 | 70 | Mar 29, 2018 | dropped | 021-277587 |
| CAMDEN CREDIT OPPORTUNITY FUND, LLC - SERIES IV | Private Equity Fund | $9.1M | Apr 30, 2026 | 142 | Mar 31, 2022 | reported | 021-368831 |
| CERTUITY PRIVATE EQUITY CONTINUATION FUND, LLC | n/a | $8.3M | Apr 30, 2026 | 42 | Apr 30, 2026 | reported | 021-546886 |
| CAMDEN MUNICIPAL OPPORTUNITY FUND, LLC - SERIES II | Private Equity Fund | $7.6M | Jun 24, 2020 | 45 | Mar 31, 2015 | dropped | 021-223378 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CERTUITY HOLDINGS, LLC | SOLE MEMBER OFFICER & COUNSEL | E | yes | 01/2023 | Apr 30, 2026 | Apr 30, 2026 |
| Mecham, Leonidas, Carter | CHIEF OPERATING OFFICER | Na | yes | 06/2022 | Apr 30, 2026 | Apr 30, 2026 |
| 1764 CAPITAL, LLC | Member | C | yes | 06/2012 | Dec 2, 2021 | Sep 30, 2024 |
| BURSEK, RICHARD, PAUL | PRESIDENT, PARTNER | Na | yes | 10/2012 | Mar 31, 2014 | Sep 30, 2024 |
| UDIS, MARK, HOWARD | Partner | Na | no | 02/2010 | Apr 30, 2026 | Apr 30, 2026 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| MANHATTAN BEACH | CA | United States | 4 | no |
| NEW YORK | NY | United States | 2 | no |
| Miami | FL | 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 | Apr 30, 2026 | $3.3B | $2.2B | 35 | 15 | 11 | 27 | n/a |
| 2024 | Mar 30, 2025 | $3.1B | $2.1B | 30 | 10 | 9 | 27 | n/a |
| 2023 | Mar 28, 2024 | $4.0B | $2.8B | 41 | 16 | 12 | 27 | $835M |
| 2022 | Mar 30, 2023 | $3.6B | $2.4B | 32 | 11 | 5 | 28 | $785M |
| 2021 | Mar 31, 2022 | $4.5B | $3.1B | 35 | 19 | 3 | 28 | $895M |
| 2020 | Mar 29, 2021 | $3.9B | $2.7B | 32 | 14 | 3 | 17 | $499M |
| 2019 | Mar 26, 2020 | $4.1B | $2.2B | 26 | 13 | 3 | 17 | $437M |
| 2018 | Mar 28, 2019 | $3.2B | $2.1B | 24 | 11 | 2 | 13 | $264M |
| 2017 | Mar 29, 2018 | $2.0B | $1.4B | 20 | 11 | 1 | 10 | $196M |
| 2016 | Mar 30, 2017 | $1.7B | $1.2B | 19 | 12 | n/a | 7 | $112M |
| 2015 | Mar 30, 2016 | $1.5B | $1.0B | 18 | 15 | n/a | 4 | $55.7M |
| 2014 | Mar 31, 2015 | $1.5B | $845M | 16 | 10 | n/a | 4 | $17.6M |
| 2013 | Mar 31, 2014 | $1.1B | $785M | 14 | 5 | n/a | 2 | $17.2M |
| 2012 | Apr 1, 2013 | $972M | $965M | 4 | 2 | n/a | 1 | $13.7M |
| 2011 | Mar 28, 2012 | $552M | $545M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 0 | 5 | 0.0% | 2 | 0 | 0 | 8 | 11 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.3B | $3.1B | 6.5% | $3.6B | -3.2% | 35 | 30 | 11 | 9 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SERENUS WEALTH ADVISORS, LLC | 4 | Aug 12, 2024 | Jul 15, 2024 | SANTA MONICA, CA | Team lift out | RIA to new firm | 23.5% |
| IEQ CAPITAL, LLC | 3 | Jun 11, 2024 | Jun 21, 2024 | NORTH PALM BEACH, FL | Team lift out | RIA to RIA | 15.8% |
| VALIDUS CAPITAL LLC | 3 | May 26, 2022 | Jan 1, 2026 | EL SEGUNDO, CA | Team lift out | RIA to new firm | 21.4% |
| MATRIX PRIVATE CAPITAL GROUP | 2 | Aug 9, 2017 | Oct 20, 2017 | NORTH PALM BEACH, FL | Team lift out | Other | 33.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | 3 | May 18, 2023 | May 31, 2023 | PALO ALTO, CA | Team lift out | Ibd to RIA | 0.5% |