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CRD 108744
VAN NUYS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ANTHONY MICHAEL REED | Certified Financial Planner | VAN NUYS, CA | 31 | 32 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| MIS EQUITY STRATEGIES, L.P. | Hedge Fund | $15.0M | Mar 26, 2024 | 42 | Jan 29, 2016 | reported | 021-129166 |
| FX/EQ VENTURES, LP | Hedge Fund | $3.3M | Mar 26, 2024 | 16 | Sep 3, 2021 | reported | 021-409136 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANTHONY & ANGELA REED FAMILY TRUST 05/30/02 | Owner | E | yes | 12/2015 | Mar 31, 2017 | Mar 26, 2024 |
| REED, ANGELA, K | CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02 | E | yes | 05/2002 | Mar 31, 2017 | Mar 26, 2024 |
| REED, ANTHONY, MICHAEL | CO TRUSTEE OF THE ANTHONY & ANGELA REED FAMILY TRUST DTD 5/30/02 | E | yes | 05/2002 | Apr 3, 2012 | Mar 26, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FX/EQ PARTNERS LLC | n/a | n/a | n/a | N | yes | n/a |
| MIS PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Calabasas | CA | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $154M | $147M | 3 | 1 | 1 | 2 | n/a |
| 2024 | Apr 24, 2025 | $143M | $138M | 3 | 1 | 1 | 2 | n/a |
| 2023 | Mar 26, 2024 | $124M | $119M | 3 | 1 | 1 | 2 | $18.3M |
| 2022 | Mar 28, 2023 | $120M | $116M | 3 | 1 | 1 | 2 | $21.5M |
| 2021 | Mar 28, 2022 | $134M | $131M | 3 | 1 | 1 | 2 | $19.2M |
| 2020 | Mar 27, 2021 | $133M | $129M | 3 | 1 | 0 | 1 | $23.8M |
| 2019 | Mar 25, 2020 | $119M | $116M | 3 | 1 | 0 | 1 | $15.8M |
| 2018 | Mar 29, 2019 | $102M | $98.5M | 3 | 1 | 0 | 1 | $14.4M |
| 2017 | Jan 31, 2018 | $106M | $102M | 3 | 1 | 0 | 1 | $15.2M |
| 2016 | Mar 31, 2017 | $90.3M | $86.3M | 2 | 1 | n/a | n/a | n/a |
| 2015 | Jan 29, 2016 | $91.8M | $86.9M | 1 | 1 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $112M | $96.8M | 1 | 1 | n/a | n/a | n/a |
| 2013 | Mar 29, 2014 | $108M | $108M | 2 | 1 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $107M | $107M | 2 | 1 | n/a | n/a | n/a |
| 2011 | Apr 3, 2012 | $91.2M | $91.2M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $154M | $143M | 7.7% | $120M | 8.7% | 3 | 3 | 1 | 1 |