DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 281465
HOUSTON, TX
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 |
|---|---|---|---|---|---|---|
| SAMUEL WOONG OH | Chartered Financial Analyst | HOUSTON, TX | 10 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MOUNTAIN CAPITAL PARTNERS II, LP | Private Equity Fund | $576M | Aug 23, 2024 | 34 | Mar 25, 2020 | reported | 021-347967 |
| MOUNTAIN CAPITAL PARTNERS NPI, LP | Private Equity Fund | $295M | Aug 23, 2024 | 9 | Feb 16, 2016 | reported | 021-255063 |
| MOUNTAIN CAPITAL PARTNERS, LP | Private Equity Fund | $273M | Aug 23, 2024 | 21 | Oct 6, 2015 | reported | 021-255062 |
| HANNATHON CIV, LP | Private Equity Fund | $59.4M | Aug 23, 2024 | 3 | Mar 28, 2024 | reported | 021-408343 |
| BEDROCK CIV, LP | Private Equity Fund | $54.7M | Aug 23, 2024 | 16 | Mar 21, 2018 | reported | 021-294668 |
| MOUNTAIN CAPITAL PARTNERS II-A. LP | Private Equity Fund | $50.7M | Aug 23, 2024 | 2 | Mar 31, 2023 | reported | 021-439659 |
| ESCONDIDO CIV, LP | Private Equity Fund | $34.0M | Aug 23, 2024 | 6 | Sep 27, 2017 | reported | 021-280248 |
| CPP CIV, LP | Private Equity Fund | $16.6M | Aug 23, 2024 | 2 | Sep 27, 2017 | reported | 021-269303 |
| BEDROCK NPI CIV, LP | Private Equity Fund | $14.7M | Aug 23, 2024 | 8 | Mar 21, 2018 | reported | 021-294670 |
| HANNATHON CIV-A, LP | Private Equity Fund | $10.6M | Aug 23, 2024 | 1 | Mar 28, 2024 | reported | 021-408343 |
| SADDLEBACK CIV, LP | Private Equity Fund | $5.9M | Aug 23, 2024 | 2 | Mar 30, 2022 | reported | 021-408343 |
| PATRIOT CIV, LP | Private Equity Fund | $5.0M | Oct 13, 2023 | 2 | Mar 31, 2023 | reported | 021-462219 |
| REVOLUTION II CIV, LP | Private Equity Fund | $2.9M | Aug 23, 2024 | 2 | Mar 25, 2020 | reported | 021-355934 |
| REVOLUTION CIV, LP | Private Equity Fund | $2.7M | Aug 23, 2024 | 4 | Mar 20, 2019 | reported | 021-306398 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| OH, SAMUEL, WOONG | PRESIDENT AND CHIEF INVESTMENT OFFICER | E | yes | 09/2015 | Oct 6, 2015 | Aug 23, 2024 |
| SELLNER, MICHAEL, RAYMOND | GENERAL COUNSEL, CCO & SVP | Na | yes | 09/2023 | Oct 13, 2023 | Aug 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BEDROCK CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| BEDROCK NPI CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| CPP CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| ESCONDIDO CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| MC MANAGEMENT GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| MOUNTAIN CAPITAL MANAGEMENT GP, LP | n/a | n/a | n/a | N | yes | n/a |
| MOUNTAIN CAPITAL MANAGEMENT II GP, LP | n/a | n/a | n/a | N | yes | n/a |
| MOUNTAIN CAPITAL MANAGEMENT NPI GP, LP | n/a | n/a | n/a | N | yes | n/a |
| REVOLUTION CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| REVOLUTION II CIV GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| SADDLEBACK CIV GP, LLC | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $1.4B | $1.4B | 8 | 5 | 1 | 12 | n/a |
| 2024 | Apr 25, 2025 | $1.3B | $1.3B | 8 | 6 | 1 | 12 | n/a |
| 2023 | Mar 28, 2024 | $1.4B | $1.4B | 12 | 9 | 1 | 13 | $1.4B |
| 2022 | Mar 31, 2023 | $1.6B | $1.6B | 11 | 8 | 1 | 12 | $1.6B |
| 2021 | Mar 30, 2022 | $1.6B | $1.6B | 11 | 8 | 1 | 10 | $1.6B |
| 2020 | Mar 29, 2021 | $1.5B | $1.5B | 11 | 8 | 1 | 9 | $1.5B |
| 2019 | Mar 25, 2020 | $1.3B | $1.3B | 10 | 7 | 1 | 9 | $1.3B |
| 2018 | Mar 20, 2019 | $878M | $878M | 9 | 6 | 1 | 7 | $878M |
| 2017 | Mar 21, 2018 | $791M | $791M | 7 | 5 | 1 | 6 | $791M |
| 2016 | Mar 13, 2017 | $537M | $537M | 5 | 4 | n/a | 2 | $537M |
| 2015 | Feb 5, 2016 | $0 | $0 | 2 | 2 | n/a | 1 | $0 |
| 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 | $1.4B | $1.3B | 5.1% | $1.6B | -5.7% | 8 | 8 | 1 | 1 |