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CRD 115816
NORFOLK, VA
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 |
|---|---|---|---|---|---|---|
| HOESLY, MICHELLE, LOUISE | President | E | yes | 04/2007 | Dec 16, 2011 | Feb 21, 2024 |
| HOESLY, MATTHEW, THOMAS | Owner | B | no | 01/2017 | Mar 4, 2022 | Feb 21, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 4, 2026 | $133M | $133M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 13, 2025 | $120M | $120M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Feb 21, 2024 | $113M | $113M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Feb 16, 2023 | $104M | $104M | 2 | 2 | 0 | 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 | 3 | -3 | n/a | 0 | 0 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $133M | $120M | 10.3% | $104M | 8.5% | 2 | 2 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ATCAP PARTNERS, LLC | 3 | Mar 31, 2026 | Apr 2, 2026 | NORFOLK, VA | Firm absorbed | RIA to RIA | 100.0% |