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CRD 105088
OMAHA, NE
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 |
|---|---|---|---|---|---|---|
| JESSICA JOAN NAGENGAST | Certified Financial Planner | OMAHA, NE | 9 | 13 | 1 | yes |
| Giuseppe Merlo | n/a | OMAHA, NE | Jersey City, NJ | 5 | 19 | 2 | yes |
| RYAN TANNER HOLLOMAN | n/a | OMAHA, NE | 3 | 20 | 3 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HEIDER-WEITZ LIMITED PARTNERSHIP | Private Equity Fund | $27.9M | Aug 30, 2016 | 20 | Mar 15, 2012 | dropped | 021-1587405 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENNETT, SHAR, MARIE | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER AND TREASURER | Na | yes | 02/2021 | Mar 7, 2019 | Aug 13, 2024 |
| BOYNE, JAMES, JOSEPH | PRESIDENT AND ASSISTANT TREASURER | Na | yes | 11/2018 | Mar 7, 2019 | Aug 13, 2024 |
| DORSEY, LORI, ANN | SENIOR VICE PRESIDENT AND CHIEF CLIENT OFFICER | Na | yes | 01/2023 | Mar 28, 2023 | Aug 13, 2024 |
| HINTON, BRADLEY, PAUL | EXECUTIVE VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER | Na | yes | 07/2006 | Mar 15, 2012 | Aug 13, 2024 |
| WEITZ, ANDREW, STEVEN | CO-CHAIRMAN OF THE BOARD AND SENIOR VICE PRESIDENT | E | yes | 08/2017 | Aug 31, 2017 | Aug 13, 2024 |
| WEITZ, WALLACE, ROGER | CO-CHAIRMAN OF THE BOARD AND CO-CHIEF INVESTMENT OFFICER | Na | yes | 03/1983 | Mar 15, 2012 | Aug 13, 2024 |
| DETISCH, JOHN, ROBERT | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | no | 02/2011 | Mar 15, 2012 | Aug 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WEITZ SECURITIES, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $8.1B | $7.7B | 36 | 13 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $6.8B | $6.5B | 38 | 14 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $5.2B | $4.8B | 37 | 13 | 0 | n/a | n/a |
| 2022 | Mar 28, 2023 | $3.6B | $3.4B | 36 | 13 | 0 | n/a | n/a |
| 2021 | Mar 28, 2022 | $3.9B | $3.6B | 35 | 12 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $3.6B | $3.4B | 36 | 11 | 0 | n/a | n/a |
| 2019 | Mar 18, 2020 | $3.8B | $3.5B | 39 | 13 | 0 | n/a | n/a |
| 2018 | Mar 7, 2019 | $3.7B | $3.4B | 36 | 12 | 0 | n/a | n/a |
| 2017 | Mar 22, 2018 | $4.2B | $3.9B | 36 | 13 | 0 | n/a | n/a |
| 2016 | Mar 24, 2017 | $4.4B | $4.2B | 40 | 12 | n/a | n/a | n/a |
| 2015 | Mar 8, 2016 | $4.9B | $4.6B | 42 | 12 | n/a | 1 | $27.9M |
| 2014 | Feb 27, 2015 | $6.0B | $5.8B | 38 | 11 | n/a | 1 | $40.2M |
| 2013 | Mar 6, 2014 | $6.0B | $5.8B | 35 | 10 | n/a | 1 | $41.3M |
| 2012 | Mar 14, 2013 | $4.5B | $4.4B | 34 | 10 | n/a | 1 | $35.5M |
| 2011 | Mar 15, 2012 | $4.3B | $4.2B | n/a | n/a | n/a | 1 | $33.0M |
| 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 | $8.1B | $6.8B | 18.4% | $3.6B | 30.9% | 36 | 38 | 0 | 0 |