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CRD 315393
CHICAGO, IL
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 |
|---|---|---|---|---|---|---|
| KAZEMI, MAYSAM, NMN | PRESIDENT; DIRECTOR | Na | yes | 02/2025 | Mar 31, 2026 | Mar 31, 2026 |
| LEYESA, ANGELA, KACZMARSKI | VICE PRESIDENT; DIRECTOR | Na | yes | 02/2025 | Mar 31, 2026 | Mar 31, 2026 |
| WAYSTONE COMPLIANCE | Shareholder | E | yes | 12/2024 | Mar 31, 2026 | Mar 31, 2026 |
| WIMER, MARK, EDWARD | CHIEF INVESTMENT OFFICER; DIRECTOR | Na | yes | 03/2025 | Mar 31, 2026 | Mar 31, 2026 |
| KLEIN, MICHEAL, PATRIC | OUTSOURCED CHIEF COMPLIANCE FINANCIAL OFFICER | Na | no | 02/2025 | Mar 31, 2026 | Mar 31, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $743M | $743M | 5 | 4 | 1 | 1 | n/a |
| 2024 | Mar 21, 2025 | $0 | $0 | 6 | 3 | 1 | 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 | $743M | $0 | n/a | n/a | n/a | 5 | 6 | 1 | 1 |