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CRD 135183
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 |
|---|---|---|---|---|---|---|
| JOHN SIMON HENEGHAN | n/a | Villa Park, IL | 20 | 22 | n/a | no |
| Mark Edward Jablonski | n/a | VILLA PARK, IL | 0 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PROMISED LAND OPPORTUNITY ZONE FUND I, LLC | Other Private Fund | $46.1M | Jul 17, 2024 | 22 | Jul 17, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HENEGHAN, JOHN, SIMON | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | yes | 03/2004 | Jul 17, 2024 | Jul 17, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $144M | $40.7M | 4 | 1 | 0 | 2 | n/a |
| 2024 | Mar 25, 2025 | $116M | $65.0M | 1 | 1 | 0 | 1 | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $144M | $116M | 23.8% | n/a | n/a | 4 | 1 | 1 | 0 |