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CRD 226545
THE WOODLANDS, 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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| M••••••• M•••• E•••••• | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | yes | 04/2015 | Feb 23, 2016 | Mar 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $303M | $292M | 3.5% | $295M | 0.9% | 2 | 2 | 0 | 0 |
| $303M |
| $266M |
| 2 |
| 1 |
| 0 |
| n/a |
| n/a |
| 2023 | Mar 18, 2024 | $292M | $236M | 2 | 1 | 0 | n/a | n/a |
| 2022 | Mar 23, 2023 | $253M | $201M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $295M | $236M | 1 | 1 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $206M | $206M | 1 | 1 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $179M | $179M | 1 | 1 | 0 | n/a | n/a |
| 2018 | Feb 11, 2019 | $153M | $153M | 1 | 1 | 0 | n/a | n/a |
| 2017 | Mar 1, 2018 | $163M | $163M | 1 | 1 | 0 | n/a | n/a |
| 2016 | Feb 15, 2017 | $148M | $148M | 1 | 1 | n/a | n/a | n/a |