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CRD 168744
MARINA DEL REY, CA
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 |
|---|---|---|---|---|---|---|
| ROBERTO FRANCISCO SANTOS | n/a | MARINA DEL REY, CA | 12 | 22 | 1 | no |
| IRENE GERASIMOS APERGIS | n/a | MARINA DEL REY, CA | Lakewood, CO | 9 | 27 | 3 | no |
| MARK RYAN MCCARRON | Certified Financial Planner | Charlottesville, VA | MARINA DEL REY, CA | 5 | 18 | 1 | no |
| DIANE LYNN YOUNG | n/a | ROCHESTER HILLS, MI | MARINA DEL REY, CA | 4 | 35 | 3 | no |
| Matthew Scott McEwen | n/a | MARINA DEL REY, CA | ROCHESTER HILLS, MI | 4 | 21 | 1 | no |
| CRYSTAL ANNETTE MCMAHON | Certified Financial Planner | MARINA DEL REY, CA | Tacoma, WA | 2 | 22 | 4 | no |
| Susan Schmidt Bryant | n/a | Dallas, TX | MARINA DEL REY, CA | 1 | 20 | n/a | no |
| MICHAEL MURRAY KNITTEL | n/a | MARINA DEL REY, CA | EL DORADO HILLS, CA | 1 | 27 | 5 | no |
| Ignatius Lee Jackson | Personal Financial Specialist | Phoenix, AZ | MARINA DEL REY, CA | 1 | 12 | n/a | no |
| Michael Rodolfo Milla Villarica | n/a | Los Angeles, CA | MARINA DEL REY, CA | 1 | 11 | n/a | no |
| Rachel Paige Young | n/a | MARINA DEL REY, CA | Rochester Hills, MI | 1 | 10 | n/a | no |
| James Merchant Capparelli | n/a | Albany, NY | 1 | 10 | n/a | no |
| MATTHEW JOHN MARSHALL | n/a | Redondo Beach, CA | MARINA DEL REY, CA | 0 | 26 | 4 | no |
| Sara Elizabeth Frazier | Certified Financial Planner | MARINA DEL REY, CA | Rochester Hills, MI | 0 | 12 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| LADRILLO FUND, LLC | Hedge Fund | $3.8M | Nov 11, 2024 | 16 | Jun 25, 2021 | reported | 021-201557 |
| ARROWROOT REAL ESTATE FUND II LP | Real Estate Fund | $3.4M | Nov 11, 2024 | 24 | Jun 25, 2021 | reported | 021-396484 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| APERGIS, IRENE, GERASIMOS | CHIEF OPERATING OFFICER | Na | yes | 05/2017 | Mar 31, 2023 | Nov 11, 2024 |
| MCCARRON, MARK, RYAN | MANAGING MEMBER | B | yes | 01/2023 | Feb 8, 2023 | Nov 11, 2024 |
| SANTOS, ROBERTO, FRANCISCO | MANAGING MEMBER | E | yes | 05/2014 | Jun 25, 2021 | Nov 11, 2024 |
| SANTOS, ROBERTO, FRANCISCO | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | Na | yes | 08/2013 | Jun 25, 2021 | Nov 11, 2024 |
| VITREOUS PARTNERS HOLDINGS, LLC | Member | E | yes | 05/2014 | Jun 25, 2021 | Nov 11, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ARROWROOT FUND II GP LLC | n/a | n/a | n/a | N | yes | n/a |
| ARROWROOT PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| ROCHESTER HILLS | Mi | United States | 3 | no |
| Tacoma | Wa | United States | 2 | no |
| EL DORADO HILLS | CA | United States | 1 | no |
| Charlottesville | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $431M | $368M | 18 | 10 | 8 | 2 | n/a |
| 2024 | Mar 28, 2025 | $374M | $347M | 18 | 10 | 4 | 2 | n/a |
| 2023 | Mar 25, 2024 | $309M | $285M | 17 | 10 | 4 | 2 | $7.2M |
| 2022 | Mar 31, 2023 | $252M | $233M | 17 | 9 | 3 | 2 | $7.8M |
| 2021 | Mar 22, 2022 | $180M | $165M | 11 | 7 | 1 | 2 | $6.6M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 7.1% | 0 | 0 | 0 | 3 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $431M | $374M | 15.2% | $252M | 19.6% | 18 | 18 | 8 | 4 |