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CRD 323673
BOISE, ID
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 |
|---|---|---|---|---|---|---|
| SHANE C HANSON | n/a | BOISE, ID | 3 | 13 | n/a | no |
| EUGENIA CRISTINA GEORGESCU-HANSEN | n/a | BOISE, ID | 3 | 13 | 3 | no |
| Riley W McKenzie | n/a | BOISE, ID | 0 | 10 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GEORGESCU-HANSEN, EUGENIA, CRISTINA | Member | A | yes | 04/2023 | Mar 13, 2024 | Sep 18, 2024 |
| HANSON, SHANE, C | MANAGING MEMBER/CCO | E | yes | 04/2023 | Mar 13, 2024 | Sep 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $585M | $585M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Apr 24, 2025 | $436M | $416M | 3 | 2 | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $585M | $436M | 34.0% | n/a | n/a | 5 | 3 | 0 | 0 |