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CRD 282958
MIDDLEBURG, VA
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 |
|---|---|---|---|---|---|---|
| P••••• R•••••• C••••• D••••• | n/a | MIDDLEBURG, VA | 9 | 25 | 3 | no |
| T••••• U• D••••• | n/a | MIDDLEBURG, VA | 7 | 46 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D•••••• P•••••• R•••••• C••••• | MANAGING PARTNER, CHIEF COMPLIANCE OFFICER | E | yes | 06/2016 | Jul 14, 2016 | Oct 28, 2024 |
| D•••••• T•••••• U• | MANAGING PARTNER | Na | no | 02/2017 | Apr 16, 2019 | Oct 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | $292M | $250M | 16.4% | $180M | 17.4% | 3 | 2 | 0 | 0 |
| no |
| $292M |
| $292M |
| 3 |
| 2 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 25, 2025 | $250M | $250M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $208M | $208M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $180M | $180M | 2 | 2 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $160M | $160M | 2 | 2 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $128M | $128M | 2 | 2 | 0 | n/a | n/a |
| 2019 | Mar 13, 2020 | $116M | $116M | 2 | 2 | 0 | n/a | n/a |
| 2018 | Mar 21, 2019 | $105M | $105M | 2 | 2 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $103M | $103M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Jun 16, 2017 | $95.4M | $95.4M | 1 | 1 | n/a | n/a | n/a |