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CRD 281503
PITTSFORD, NY
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 |
|---|---|---|---|---|---|---|
| THOMAS HARRIS HAWKS | Certified Financial Planner | PITTSFORD, NY | 5 | 20 | 1 | no |
| MICHAEL ERMINIO RIZZOLO | Certified Financial Planner|Chartered Financial Analyst | PITTSFORD, NY | 5 | 17 | n/a | no |
| Jeremy Veres | Certified Financial Planner | Frederick, MD | PITTSFORD, NY | 0 | 10 | 5 | no |
| Vincent Joseph Crane | Chartered Financial Analyst | PITTSFORD, NY | 0 | 10 | n/a | no |
| Catherine Diane Arnold | Certified Financial Planner | PITTSFORD, NY | 0 | 19 | 3 | no |
| Jacob Moshier | Certified Financial Planner | PITTSFORD, NY | 0 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ALLENS CREEK PARTNERS, LP | Other Private Fund | $4.6M | Dec 16, 2024 | 20 | May 15, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Crane, Vincent, Joseph | COO AND CHIEF COMPLIANCE OFFICER | A | yes | 02/2021 | Oct 6, 2021 | Dec 16, 2024 |
| HAWKS, THOMAS, HARRIS | SENIOR PARTNER | C | yes | 03/2018 | Oct 6, 2021 | Dec 16, 2024 |
| RIZZOLO, MICHAEL, ERMINIO | Principal | D | yes | 08/2015 | Jun 18, 2018 | Dec 16, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 2, 2026 | $445M | $419M | 9 | 6 | 1 | 1 | n/a |
| 2024 | Mar 11, 2025 | $334M | $311M | 7 | 2 | 0 | 1 | n/a |
| 2023 | Mar 4, 2024 | $271M | $250M | 5 | 2 | 0 | n/a | n/a |
| 2022 | Mar 17, 2023 | $185M | $164M | 5 | 2 | 0 | n/a | n/a |
| 2021 | Feb 15, 2022 | $197M | $174M | 5 | 2 | 0 | n/a | n/a |
| 2020 | Mar 15, 2021 | $159M | $139M | 4 | 2 | 0 | n/a | n/a |
| 2019 | Mar 16, 2020 | $109M | $91.9M | 4 | 2 | 0 | n/a | n/a |
| 2018 | Mar 12, 2019 | $68.2M | $52.5M | 4 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2 | 0 | 2 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $445M | $334M | 33.3% | $185M | 33.8% | 9 | 7 | 1 | 0 |