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CRD 291768
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 |
|---|---|---|---|---|---|---|
| Seymour, Timothy, J | CHIEF EXECUTIVE OFFICER | E | yes | 12/2017 | Jan 13, 2022 | Nov 13, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 11, 2026 | $874M | $106M | 1 | 1 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $382M | $70.7M | 1 | 1 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $60.0M | $35.0M | 1 | 1 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $43.5M | $0 | 1 | 1 | 0 | n/a | 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 | $878M | $382M | 129.6% | $43.5M | 172.2% | 1 | 1 | 0 | 0 |