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CRD 110827
HARRISON, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BUCKLAND PARTNERS FOCUS FUND LP | Hedge Fund | $11.0M | Mar 28, 2023 | 21 | Apr 12, 2012 | reported | 021-128004 |
| BUCKLAND PARTNERS GROWTH FUND LP | Hedge Fund | $7.4M | Mar 28, 2023 | 6 | Apr 12, 2012 | reported | 021-133640 |
| WHEATLEY PARTNERS II LP | Venture Capital Fund | $3.0M | Mar 29, 2017 | 82 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY PARTNERS, LP | Venture Capital Fund | $2.8M | Mar 29, 2017 | 98 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY NEW YORK PARTNERS LP | Venture Capital Fund | $2.0M | Mar 28, 2023 | 2 | Apr 12, 2012 | reported | n/a |
| WHEATLEY MEDTECH PARTNERS LP | Venture Capital Fund | $900,000 | Mar 29, 2017 | 39 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY PARTNERS III LP | Venture Capital Fund | $750,000 | Aug 8, 2022 | 145 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY PARTNERS ANNEX FUND LP | Venture Capital Fund | $650,000 | Mar 28, 2014 | 21 | Apr 12, 2012 | dropped | 021-56942 |
| WHEATLEY PARTNERS II ANNEX FUND LP | Venture Capital Fund | $600,000 | Mar 28, 2014 | 14 | Apr 12, 2012 | dropped | 021-56939 |
| WHEATLEY FOREIGN PARTNERS LP | Venture Capital Fund | $250,000 | Mar 29, 2017 | 4 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY ASSOCIATES III LP | Venture Capital Fund | $150,000 | Aug 8, 2022 | 35 | Apr 12, 2012 | dropped | n/a |
| WHEATLEY FOREIGN PARTNERS III LP | Venture Capital Fund | $150,000 | Aug 8, 2022 | 6 | Apr 12, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEOCAPITAL AVISORS LLC | MANAGER MEMBER | D | yes | 10/2006 | Apr 12, 2012 | Mar 28, 2024 |
| IRWIN LIEBER | MANAGE MEMBER | E | yes | 10/2006 | Dec 12, 2019 | Mar 28, 2024 |
| LIEBER, IRWIN, NMN | CHAIRMAN/CIO | C | yes | 01/1996 | Apr 12, 2012 | Mar 28, 2024 |
| FLAHERTY, JEANNE, ELIZABETH | CHIEF COMPLIANCE OFFICER | Na | no | 08/2004 | Apr 12, 2012 | Mar 28, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 28, 2024 | $55.2M | $28.9M | 2 | 1 | 0 | n/a | n/a |
| 2022 | Mar 28, 2023 | $49.2M | $28.9M | 2 | 1 | 0 | 3 | $20.4M |
| 2021 | Mar 30, 2022 | $63.3M | $32.6M | 2 | 1 | 0 | 6 | $30.6M |
| 2020 | Mar 31, 2021 | $60.2M | $33.2M | 2 | 1 | 0 | 6 | $28.7M |
| 2019 | Apr 30, 2020 | $44.2M | $24.9M | 2 | 1 | 1 | 6 | $18.8M |
| 2018 | Mar 28, 2019 | $37.0M | $18.2M | 2 | 1 | 1 | 6 | $18.8M |
| 2017 | Apr 3, 2018 | $39.3M | $20.2M | 2 | 1 | 1 | 6 | $18.4M |
| 2016 | Mar 29, 2017 | $44.2M | $19.2M | 2 | 1 | n/a | 10 | $53.8M |
| 2015 | Apr 4, 2016 | $71.5M | $17.7M | 2 | 1 | n/a | 10 | $53.8M |
| 2014 | Mar 30, 2015 | $89.0M | $18.9M | 2 | 1 | n/a | 10 | $59.7M |
| 2013 | Mar 28, 2014 | $83.3M | $20.2M | 2 | 1 | n/a | 12 | $63.1M |
| 2012 | Apr 9, 2013 | $83.7M | $16.0M | 2 | 1 | n/a | 12 | $67.7M |
| 2011 | Apr 12, 2012 | $88.7M | $14.7M | n/a | n/a | n/a | 12 | $74.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $55.2M | $49.2M | 12.1% | $60.2M | -2.8% | 2 | 2 | 0 | 0 |