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CRD 290131
NEW YORK, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Bell, Wesley, Conger | Director | F | yes | 02/2018 | Apr 15, 2019 | Feb 16, 2021 |
| BRIDGE HOLDINGS (BERMUDA) LTD | Shareholder | E | yes | 10/2020 | Nov 2, 2020 | Feb 16, 2021 |
| Carvell, Charles, Edward | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 09/2017 | Sep 29, 2017 | Feb 16, 2021 |
| Coyle, Roger | LIMITED PARTNER | B | yes | 02/2016 | Sep 29, 2017 | Feb 16, 2021 |
| CRAMER, JONATHAN, ADAM | Director | F | yes | 02/2018 | Apr 15, 2019 | Feb 16, 2021 |
| FAIR OAKS CAPITAL US LLC | GENERAL PARTNER | Na | yes | 02/2016 | Sep 29, 2017 | Feb 16, 2021 |
| KUDU INVESTMENT HOLDINGS, LLC | MANAGING MEMBER | C | yes | 04/2020 | Feb 22, 2019 | Feb 16, 2021 |
| KUDU INVESTMENT HOLDINGS, LLC | LIMITED PARTNER | C | yes | 04/2020 | Feb 22, 2019 | Feb 16, 2021 |
| KUDU INVESTMENT MANAGEMENT LLC | Owner | E | yes | 04/2020 | Apr 21, 2020 | Feb 16, 2021 |
| Ramos Fuentenebro, Miguel | MANAGING MEMBER | D | yes | 01/2016 | Sep 29, 2017 | Feb 16, 2021 |
| Ramos Fuentenebro, Miguel | LIMITED PARTNER | D | yes | 02/2016 | Sep 29, 2017 | Feb 16, 2021 |
| ROUNTREE, GEORGE, MANNING | Director | F | yes | 02/2018 | Apr 15, 2019 | Feb 16, 2021 |
| SHEORIS, WILLIAM, JOHN | CHIEF OPERATING OFFICER | Na | yes | 02/2016 | Sep 29, 2017 | Feb 16, 2021 |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | Shareholder | E | yes | 10/2020 | Feb 22, 2019 | Feb 16, 2021 |
| WM INTERNATIONAL HOLDINGS LTD. | Shareholder | E | yes | 10/2020 | Nov 2, 2020 | Feb 16, 2021 |
| WM REGENT LTD. | Member | E | yes | 10/2020 | Nov 2, 2020 | Feb 16, 2021 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FAIR OAKS CAPITAL LIMITED | n/a | Former SEC adviser | $3.3B | N | yes | n/a |
| FAIR OAKS INCOME FUND (GP) LIMITED | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Feb 16, 2021 | $3.3B | $3.3B | 6 | 3 | 0 | 1 | $53.4M |
| 2019 | Feb 19, 2020 | $2.5B | $2.5B | 6 | 4 | 0 | 1 | $83.6M |
| 2018 | Feb 22, 2019 | $99.5M | $99.5M | 6 | 4 | 0 | 1 | $99.5M |
| 2017 | Feb 23, 2018 | $111M | $111M | 6 | 4 | 0 | 1 | $111M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $3.3B | $2.5B | 32.2% | $111M | 209.9% | 6 | 6 | 0 | 0 |