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Reading the graph
CRD 109201
AUSTIN, TX
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 |
|---|---|---|---|---|---|---|
| KENDRICK, ERIC, WAYNE | President | E | yes | 12/2012 | Apr 9, 2021 | Jun 13, 2024 |
| KENDRICK, ERIC, WAYNE | PRESIDENT/CCO | Na | yes | 12/2012 | Apr 9, 2021 | Jun 13, 2024 |
| KG ADVISORS III | LIMITED PARTNER | C | yes | 05/2021 | Mar 31, 2022 | Jun 13, 2024 |
| KG ADVISORS IV, LP | Owner | E | yes | 12/2012 | Apr 9, 2021 | Jun 13, 2024 |
| KG INC | LIMITED PARTNER | D | yes | 12/2012 | Apr 15, 2021 | Jun 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SUSAN BLAIR | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $11.2M | $11.2M | 2 | 0 | 0 | n/a | n/a |
| 2024 | Apr 1, 2025 | $11.5M | $11.5M | 2 | 0 | 0 | n/a | n/a |
| 2023 | Mar 30, 2024 | $16.7M | $16.7M | 2 | 1 | 0 | n/a | n/a |
| 2022 | Apr 1, 2023 | $35.5M | $35.5M | 3 | 2 | 0 | n/a | n/a |
| 2021 | Mar 31, 2022 | $90.4M | $90.4M | 3 | 2 | 0 | n/a | n/a |
| 2011 | Mar 31, 2012 | $40.5M | $40.5M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $11.2M | $11.5M | -1.8% | $35.5M | -31.8% | 2 | 2 | 0 | 0 |