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CRD 336502
LAS VEGAS, NV
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 |
|---|---|---|---|---|---|---|
| ORTON, MARTIN, TICO | SR. VICE PRESIDENT/MEMBER | Na | yes | 05/2025 | Mar 9, 2026 | Mar 9, 2026 |
| KNOX 2009 INVESTMENT TRUST, FBO | Shareholder | A | no | 05/2025 | Mar 9, 2026 | Mar 9, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $283M | $283M | 5 | 4 | 1 | 8 | 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 | $283M | n/a | n/a | n/a | n/a | 5 | n/a | 1 | n/a |