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CRD 150888
LOUISVILLE, KY
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 |
|---|---|---|---|---|---|---|
| MARK ROBERT HOFFMAN | n/a | PARSIPPANY, NJ | LOUISVILLE, KY | Atlanta, GA | 1 | 17 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LANIER AVALON FUND, LLC | Real Estate Fund | $8.1M | Aug 12, 2024 | 48 | Oct 28, 2021 | reported | 021-417942 |
| LANIER FOUR CHARTERS FUND, LLC | Real Estate Fund | $7.0M | Aug 12, 2024 | 39 | Oct 28, 2021 | reported | 021-417943 |
| LANIER BRIDGEPOINTE GARDENS FUND, LLC | Real Estate Fund | $6.6M | Aug 12, 2024 | 29 | Nov 19, 2020 | reported | 021-377623 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEAVER, JUNIUS, VERNE | MANAGING MEMBER | C | yes | 08/2009 | Mar 22, 2012 | Aug 12, 2024 |
| DURBIN, DEIDRE, MARIE | CHIEF COMPLIANCE OFFICER | Na | yes | 07/2011 | Mar 22, 2012 | Aug 12, 2024 |
| HOFFMAN, MARK, ROBERT | MANAGING MEMBER | D | yes | 07/2009 | Mar 22, 2012 | Aug 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 6, 2026 | $147M | $146M | 2 | 1 | 0 | 3 | n/a |
| 2024 | Feb 21, 2025 | $140M | $128M | 3 | 1 | 0 | 3 | n/a |
| 2023 | Mar 28, 2024 | $114M | $105M | 3 | 1 | 0 | 3 | $21.8M |
| 2022 | Mar 31, 2023 | $105M | $91.9M | 3 | 1 | 0 | 3 | $21.8M |
| 2021 | Mar 26, 2022 | $214M | $176M | 5 | 2 | 0 | 3 | $21.8M |
| 2020 | Mar 26, 2021 | $179M | $143M | 5 | 2 | 0 | 1 | $6.6M |
| 2019 | Mar 19, 2020 | $166M | $132M | 5 | 2 | 0 | n/a | n/a |
| 2018 | Feb 20, 2019 | $140M | $111M | 5 | 2 | 0 | n/a | n/a |
| 2017 | Mar 22, 2018 | $153M | $122M | 5 | 2 | 0 | n/a | n/a |
| 2016 | Mar 15, 2017 | $115M | $80.0M | 5 | 2 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $53.2M | $0 | n/a | n/a | n/a | n/a | n/a |
| 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 | $142M | $140M | 1.3% | $105M | 10.7% | 2 | 3 | 0 | 0 |