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CRD 106099
QUINCY, MA
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 |
|---|---|---|---|---|---|---|---|
| T•• H••••••• J•••• F••• L•••••• P••••••••• | Hedge Fund | $106M | Feb 18, 2014 | 2 | Mar 20, 2012 | dropped | n/a |
| T•• J• F••• L•••••• P••••••••• | Hedge Fund | $22.5M |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| G••••••••• N••••••• | SENIOR VICE PRESIDENT | Na | yes | 08/2004 | Mar 20, 2012 | Feb 21, 2024 |
| J••••• C•••••• M••••••••• I••• | Owner | E | yes | 12/2008 | Mar 20, 2012 | Feb 21, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $95.1M | $90.2M | 5.5% | $135M | -10.9% | 7 | 7 | 0 | 0 |
| 8 |
| Mar 20, 2012 |
| dropped |
| n/a |
| H••••••• J••••• P•••••• I••••••• L•••••• P••••••••• | Hedge Fund | $8.8M | Mar 9, 2017 | 8 | Mar 20, 2012 | dropped | n/a |
| L••••••••• M••••••••• I• L•••••• P••••••••• | Hedge Fund | $1.4M | Mar 1, 2023 | 1 | Mar 20, 2012 | reported | n/a |
| Owner |
| E |
| yes |
| 12/2008 |
| Mar 20, 2012 |
| Feb 21, 2024 |
| J•••••• G•••••• R• | Chairman | Na | yes | 02/2005 | Mar 20, 2012 | Feb 21, 2024 |
| J•••••• G•••••• R••• | President | Na | yes | 02/2005 | Mar 20, 2012 | Feb 21, 2024 |
| L••••• S•••• | VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER | Na | no | 12/2011 | Mar 20, 2012 | Feb 21, 2024 |
| Feb 21, 2024 |
| $95.1M |
| $95.1M |
| 7 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2022 | Mar 1, 2023 | $90.2M | $90.2M | 7 | 4 | 0 | 1 | $1.4M |
| 2021 | Mar 8, 2022 | $113M | $113M | 7 | 4 | 0 | 1 | $1.6M |
| 2020 | Mar 30, 2021 | $135M | $135M | 8 | 5 | 0 | 1 | $1.9M |
| 2019 | Feb 25, 2020 | $155M | $155M | 9 | 6 | 0 | 2 | $24.7M |
| 2018 | Mar 19, 2019 | $212M | $212M | 10 | 7 | 1 | 2 | $24.0M |
| 2017 | Mar 20, 2018 | $301M | $301M | 10 | 7 | 1 | 2 | $44.4M |
| 2016 | Mar 9, 2017 | $376M | $320M | 11 | 7 | n/a | 3 | $65.6M |
| 2015 | Feb 11, 2016 | $687M | $642M | 13 | 7 | n/a | 3 | $68.4M |
| 2014 | Feb 11, 2015 | $826M | $782M | 14 | 8 | n/a | 3 | $78.0M |
| 2013 | Feb 18, 2014 | $887M | $836M | 14 | 8 | n/a | 4 | $193M |
| 2012 | Feb 22, 2013 | $524M | $469M | 14 | 8 | n/a | 4 | $151M |
| 2011 | Mar 20, 2012 | $602M | $551M | n/a | n/a | n/a | 4 | $169M |