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CRD 161954
MIDLAND, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| WOLFCAMP CREDIT FUND I, LP | Private Equity Fund | $21.1M | Dec 26, 2024 | 13 | Mar 30, 2018 | reported | 021-308238 |
| SYNTAL REAL ESTATE FUND LLC - SERIES 1 | Real Estate Fund | $12.5M | Dec 26, 2024 | 11 | Mar 31, 2022 | reported | 021-40315 |
| SYNTAL REAL ESTATE FUND LLC - SERIES 3 | Real Estate Fund | $12.5M | Dec 26, 2024 | 11 | Mar 29, 2023 | reported | 021-47311 |
| SYNTAL REAL ESTATE FUND LLC - SERIES 2 | Real Estate Fund | $7.4M | Dec 26, 2024 | 9 | Mar 31, 2022 | reported | 021-436502 |
| WOLFCAMP CREDIT FUND II, LP - SERIES A | Private Equity Fund | $6.9M | Dec 26, 2024 | 5 | Mar 29, 2023 | reported | n/a |
| SYNTAL REAL ESTATE FUND, LLC | Real Estate Fund | $4.0M | Nov 2, 2021 | 5 | Aug 20, 2021 | dropped | 021-804128327 |
| AVALON HEDGED EQUITY FUND, LP | Hedge Fund | $0 | Nov 13, 2020 | 17 | Jan 14, 2015 | dropped | 021-230078 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CLARY, CHAD, LAFATE | Manager | F | yes | 08/2014 | May 4, 2012 | Dec 26, 2024 |
| CLARY, CHAD, LAFATE | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | Na | yes | 05/2012 | May 4, 2012 | Dec 26, 2024 |
| CLARY, CHAD, LAFATE | LIMITED PARTNER OF SYNTAL GLOBAL HOLDINGS, LP | D | yes | 07/2019 | May 4, 2012 | Dec 26, 2024 |
| CRUNK FAMILY GP, LLC | GENERAL PARTNER OF CRUNK FAMILY LP | F | yes | 07/2019 | Oct 6, 2021 | Dec 26, 2024 |
| CRUNK FAMILY LP | LIMITED PARTNER OF SYNTAL GLOBAL HOLDINGS, LP | D | yes | 07/2019 | Mar 31, 2021 | Dec 26, 2024 |
| CRUNK, DANE, EDWARD | BENEFICIAL ONWER | D | yes | 07/2019 | May 4, 2012 | Dec 26, 2024 |
| CRUNK, DANE, EDWARD | Manager | F | yes | 08/2014 | May 4, 2012 | Dec 26, 2024 |
| CRUNK, SALLY, SMITH | LIMITED PARTNER OF CRUNK FAMILY LP | D | yes | 07/2019 | Mar 31, 2021 | Dec 26, 2024 |
| SYNTAL CAPITAL HOLDINGS, LLC | GENERAL PARTNER OF SYNTAL GLOBAL HOLDINGS, LP | F | yes | 04/2019 | Aug 3, 2018 | Dec 26, 2024 |
| SYNTAL GLOBAL HOLDINGS, LP | MEMBER/MANAGER | E | yes | 01/2015 | Aug 3, 2018 | Dec 26, 2024 |
| SYNTAL HERITAGE, LLC | MEMBER/MANAGER | B | yes | 04/2019 | Mar 31, 2021 | Dec 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| EIGHT 31 FINANCIAL, LLC | n/a | Independent wealth | $532M | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 26, 2024 | $60.3M | $60.3M | 2 | 1 | 1 | 5 | $60.3M |
| 2022 | Mar 29, 2023 | $442M | $361M | 10 | 5 | 0 | 5 | $43.7M |
| 2021 | Mar 31, 2022 | $454M | $375M | 7 | 5 | 1 | 3 | $29.0M |
| 2020 | Mar 31, 2021 | $523M | $375M | 7 | 5 | 1 | 1 | $19.3M |
| 2019 | Mar 30, 2020 | $506M | $364M | 5 | 5 | 1 | 2 | $19.9M |
| 2018 | Mar 29, 2019 | $593M | $507M | 7 | 7 | 2 | 2 | $70.4M |
| 2017 | Mar 30, 2018 | $747M | $695M | 7 | 7 | 2 | 2 | $99.3M |
| 2016 | Mar 31, 2017 | $552M | $456M | 6 | 5 | n/a | 1 | $59.1M |
| 2015 | Mar 30, 2016 | $423M | $420M | 7 | 7 | n/a | 1 | $69.5M |
| 2014 | Mar 30, 2015 | $464M | $462M | 6 | 6 | n/a | 1 | $58.2M |
| 2013 | Mar 31, 2014 | $419M | $340M | 6 | 5 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $234M | $186M | 6 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $60.3M | $442M | -86.3% | $523M | -51.3% | 1 | 10 | 2 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| EIGHT 31 FINANCIAL, LLC | 2 | Sep 11, 2023 | Mar 15, 2024 | MIDLAND, TX | Team lift out | RIA to new firm | 40.0% |
| VAQUERO PRIVATE WEALTH, LTD. | 3 | Nov 27, 2019 | Jul 29, 2022 | DALLAS, TX | Team lift out | RIA to new firm | 42.9% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2 | Aug 29, 2017 | Aug 25, 2017 | DALLAS, TX | Team lift out | Other | 0.0% |