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CRD 285616
HILLSBORO, OR
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 |
|---|---|---|---|---|---|---|
| B••••••• B•••••• S••••• | n/a | HILLSBORO, OR | San Juan, PR | 2 | 12 | 3 | no |
| B•••••• W•••••• S•• | n/a | San Juan, PR | HILLSBORO, OR | 2 | 12 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| E•• U••••• P••••• R••• F• L• | Real Estate Fund | $109M | Mar 18, 2021 | 218 | Nov 7, 2016 | dropped | 021-1612780 |
| C•••••••• I••••••••• F••• • N•••• A•• E•••••• L••• | Real Estate Fund | $0 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| F•••••• B••••• S•••• | MANAGING MEMBER | D | yes | 03/2016 | Nov 7, 2016 | Aug 7, 2024 |
| S•••••• B•••••••• B•••••• | MANAGING MEMBER | D | yes | 03/2016 | Nov 7, 2016 | Aug 7, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C•••••••• I••••••••• F••• • N•••• A•• E•••••• L••• | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 27, 2025 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0 | n/a | n/a | $0 | n/a | 0 | n/a | 4 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C•••••• P•••• S••••• S••• | 2 | Apr 11, 2017 | Jan 13, 2017 | Geneva | Team lift out | Other | 50.0% |
| no |
| B•••• S•••• F••••• | n/a | HILLSBORO, OR | Dorado, PR | 1 | 12 | 3 | no |
| T••••• M••••• M••••• | n/a | Waunakee, WI | HILLSBORO, OR | 0 | 14 | n/a | no |
| T•••••• M••••••• W•••••• | n/a | Hillsboro, OR | 0 | 12 | n/a | no |
| A••••• P•••• C••••• | n/a | HILLSBORO, OR | Montclair, NJ | 0 | 10 | n/a | no |
| 0 |
| Mar 25, 2021 |
| reported |
| 021-1601596 |
| CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER |
| Na |
| yes |
| 03/2016 |
| Nov 7, 2016 |
| Aug 7, 2024 |
| $0 |
| $0 |
| 0 |
| 0 |
| 4 |
| n/a |
| n/a |
| 2022 | Mar 13, 2023 | $0 | $0 | 4 | 4 | 3 | 1 | $0 |
| 2021 | Mar 2, 2022 | $0 | $0 | 4 | 4 | 2 | 1 | $0 |
| 2020 | Mar 25, 2021 | $500,000 | $0 | 4 | 4 | 2 | 1 | $500,000 |
| 2019 | Mar 5, 2020 | $120M | $0 | 4 | 3 | 3 | 1 | $109M |
| 2018 | Mar 1, 2019 | $124M | $0 | 4 | 3 | 2 | 1 | $109M |
| 2017 | Jan 26, 2018 | $126M | $0 | 3 | 2 | 2 | 1 | $109M |
| 2016 | Mar 16, 2017 | $109M | $0 | 3 | 2 | n/a | 1 | $109M |