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CRD 283696
LEWES, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| B•• O•• P••••••• F•••• L• | Hedge Fund | $6.1M | Nov 20, 2024 | 39 | Nov 5, 2018 | reported | 021-320478 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| L•••••• K•••••• F•••••• | Owner | E | yes | 10/2024 | Nov 20, 2024 | Nov 20, 2024 |
| R••••• C•••••• M•• | CHIEF COMPLIANCE OFFICER, MANAGING PRINCIPAL | Na | no | 01/2020 | Feb 21, 2020 | Nov 20, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B•• O•• I••••••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Annapolis | Md | United States | 1 | no |
| 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 | 5 | -5 | n/a | 0 | 0 | 0 | 1 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $367M | $302M | 21.4% | $254M | 13.0% | 4 | 5 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| D••••• W•••••• L•• | 5 | Dec 12, 2025 | Nov 3, 2025 | LEWES, DE | Firm absorbed | RIA to RIA | 100.0% |
| $367M |
| $367M |
| 4 |
| 3 |
| 1 |
| n/a |
| n/a |
| 2023 | Mar 8, 2024 | $302M | $302M | 5 | 4 | 1 | 1 | $6.1M |
| 2022 | Feb 2, 2023 | $236M | $236M | 5 | 4 | 1 | 1 | $6.1M |
| 2021 | Mar 11, 2022 | $254M | $254M | 6 | 5 | 1 | 1 | $7.8M |
| 2020 | Feb 18, 2021 | $223M | $223M | 5 | 3 | 1 | 1 | $6.2M |
| 2019 | Feb 21, 2020 | $139M | $139M | 4 | 2 | 0 | 1 | $4.2M |
| 2018 | Mar 5, 2019 | $125M | $125M | 5 | 2 | 0 | 1 | $3.1M |