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Data Factory
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Reading the graph
CRD 322393
CHARLOTTE, NC
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 |
|---|---|---|---|---|---|---|
| CHERRY, EDWARD, MADRE | MANAGING PARTNER | D | yes | 02/2014 | Nov 14, 2023 | Apr 26, 2024 |
| GARCIA, BRIDGET, PASTORELLE | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2023 | Nov 14, 2023 | Apr 26, 2024 |
| LINDEMANN, ALBERT, PATRICK | MANAGING PARTNER | D | yes | 02/2014 | Nov 14, 2023 | Apr 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ALBERT PATRICK LINDEMANN, III | n/a | n/a | n/a | Y | no | n/a |
| EDWARD MADRE CHERRY | n/a | n/a | n/a | Y | no | n/a |
| FCA MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| GEORGE WIN KELLY | 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 30, 2026 | $910M | $910M | 11 | 6 | 1 | n/a | n/a |
| 2024 | Mar 28, 2025 | $741M | $741M | 11 | 6 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $530M | $530M | 12 | 7 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $910M | $741M | 22.8% | n/a | n/a | 11 | 11 | 1 | 0 |