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CRD 124822
HOUSTON, TX
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| B•••• I••••••• P•••••••• L• | Other Private Fund | $2.1M | Aug 17, 2015 | 2 | Apr 4, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• H•••••••• I••• | GENERAL PARTNER | Na | yes | 12/2002 | Dec 6, 2011 | Aug 17, 2015 |
| B•••• I••• D•••••• A•••••• | Owner | E | yes | 09/2009 | Dec 6, 2011 | Aug 17, 2015 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 31, 2015 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | n/a | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $71.3M | $127M | -43.9% | $87.4M | -6.6% | 5 | 5 | n/a | n/a |
| MANAGING PARTNER/CHIEF INVESTMENT OFFICER |
| E |
| yes |
| 09/2009 |
| Dec 6, 2011 |
| Aug 17, 2015 |
| B•••• J••• D•••••• A•••••• | Chairman | Na | yes | 12/2002 | Dec 6, 2011 | Aug 17, 2015 |
| B••••• M••••••• K•••• | LIMITED PARTNER / ANALYST / P•••••••• MANAGER | A | yes | 04/2006 | Dec 6, 2011 | Aug 17, 2015 |
| C•••• R••••••• V••••• | LIMITED PARTNER / ANALYST / P•••••••• MANAGER | Na | yes | 04/2006 | Dec 6, 2011 | Aug 17, 2015 |
| S•••••• K•••• | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2009 | Dec 6, 2011 | Aug 17, 2015 |
| $71.3M |
| $31.7M |
| 5 |
| 3 |
| n/a |
| 1 |
| $2.1M |
| 2013 | Mar 31, 2014 | $127M | $89.2M | 5 | 3 | n/a | 1 | $2.2M |
| 2012 | Apr 1, 2013 | $95.1M | $64.9M | 5 | 3 | n/a | 1 | $1.4M |
| 2011 | Apr 4, 2012 | $87.4M | $60.0M | n/a | n/a | n/a | 1 | $1.4M |