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CRD 301374
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 |
|---|---|---|---|---|---|---|
| ATLANTIC PEAK CAPITAL GP LLC | GENERAL PARTNER | Na | yes | 04/2019 | Apr 11, 2019 | Mar 30, 2022 |
| BARKUS, PAUL, RICHARD | President | Na | yes | 05/2019 | Sep 6, 2019 | Mar 30, 2022 |
| MALAK, SARA, DAWN | Cco | Na | yes | 08/2019 | Sep 6, 2019 | Mar 30, 2022 |
| PRINCIPE, TERESA | SOLE MEMBER | E | yes | 04/2019 | Apr 11, 2019 | Mar 30, 2022 |
| PRINCIPE, TERESA | Ceo | E | yes | 03/2019 | Apr 11, 2019 | Mar 30, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 30, 2022 | $71.6M | $71.6M | 3 | 3 | 1 | n/a | n/a |
| 2020 | Mar 31, 2021 | $69.6M | $69.6M | 3 | 3 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $42.7M | $42.7M | 3 | 3 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $71.6M | $69.6M | 2.9% | n/a | n/a | 3 | 3 | 1 | 1 |