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CRD 107745
WALTHAM, MA
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| GIM SMALL CAP DISCOVERIES LLC | Other Private Fund | $3.0M | Mar 26, 2024 | 5 | Apr 2, 2012 | reported | 021-164523 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BEJA, ANDREW, LLOYD | MANAGING DIRECTOR | Na | yes | 01/2018 | Apr 7, 2021 | Mar 26, 2024 |
| GIM HOLDINGS, INC | MANAGING MEMBER | E | yes | 11/2021 | Dec 24, 2021 | Mar 26, 2024 |
| GRANAHAN, BRIAN, S. | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2004 | Apr 2, 2012 | Mar 26, 2024 |
| PAWLOSKI, JENNIFER, M | Clerk | Na | yes | 04/2019 | Apr 3, 2020 | Mar 26, 2024 |
| ROSE, DAVID, MICHAEL | MANAGING DIRECTOR | Na | yes | 01/2015 | Apr 7, 2021 | Mar 26, 2024 |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | Shareholder | E | yes | 10/2020 | Mar 31, 2023 | Mar 26, 2024 |
| WHITE, JANE, MORAN | PRESIDENT AND CHIEF EXECUTIVE OFFICER | Na | yes | 02/1985 | Apr 2, 2012 | Mar 26, 2024 |
| WM HINSON (BERMUDA) LTD. | Shareholder | E | yes | 01/2023 | Mar 31, 2023 | Mar 26, 2024 |
| WM INTERNATIONAL HOLDINGS, LTD. | Shareholder | E | yes | 10/2020 | Mar 31, 2023 | Mar 26, 2024 |
| WM REGENT LTD. | Member | E | yes | 10/2020 | Mar 31, 2023 | Mar 26, 2024 |
| KUDU INVESTMENT MANAGEMENT LLC | Member | B | no | 11/2021 | Dec 24, 2021 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $2.4B | $2.4B | 20 | 8 | 0 | n/a | n/a |
| 2024 | Mar 20, 2025 | $2.5B | $2.5B | 20 | 9 | 0 | 1 | n/a |
| 2023 | Mar 26, 2024 | $3.1B | $3.1B | 20 | 8 | 0 | 1 | $3.0M |
| 2022 | Mar 31, 2023 | $3.3B | $3.3B | 19 | 7 | 0 | 1 | $5.7M |
| 2021 | Mar 28, 2022 | $5.0B | $5.0B | 19 | 7 | 0 | 1 | $9.4M |
| 2020 | Apr 7, 2021 | $4.6B | $4.6B | 18 | 7 | 0 | 1 | $6.2M |
| 2019 | Apr 3, 2020 | $2.2B | $2.2B | 18 | 7 | 0 | 1 | $6.2M |
| 2018 | Mar 29, 2019 | $1.9B | $1.9B | 16 | 7 | 0 | 1 | $6.2M |
| 2017 | Apr 20, 2018 | $1.4B | $1.4B | 15 | 9 | 0 | 1 | $5.5M |
| 2016 | May 3, 2017 | $3.0B | $3.0B | 20 | 9 | n/a | 1 | $3.5M |
| 2015 | Mar 30, 2016 | $3.0B | $3.0B | 21 | 9 | n/a | 1 | $3.5M |
| 2014 | Mar 31, 2015 | $3.5B | $3.5B | 19 | 9 | n/a | 1 | $1.0M |
| 2013 | Apr 28, 2014 | $3.8B | $3.8B | 17 | 9 | n/a | 1 | $1.0M |
| 2012 | Apr 3, 2013 | $3.0B | $3.0B | 17 | 9 | n/a | 1 | $1.0M |
| 2011 | Apr 2, 2012 | $2.7B | $2.7B | n/a | n/a | n/a | 1 | $823,000 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.4B | $2.5B | -3.6% | $3.3B | -10.8% | 20 | 20 | 0 | 0 |