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CRD 329263
SAN DIEGO, 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 |
|---|---|---|---|---|---|---|
| DARREN MICHAEL REINIG | n/a | Encinitas, CA | SAN DIEGO, CA | 2 | 20 | 3 | no |
| Ryan Lawler | n/a | SAN DIEGO, CA | 1 | 10 | 1 | no |
| Lura Jae-Nicole Marrs | n/a | San Diego, CA | SAN DIEGO, CA | 0 | 12 | 2 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| HOROWITZ, DEBORAH, SUE | Trustee | F | yes | 03/2008 | Jun 7, 2024 | Jun 13, 2024 |
| HYATT FAMILY TRUST DATED MARCH 22, 2008 | CO-MANAGING MEMBER | D | yes | 05/2024 | Jun 7, 2024 | Jun 13, 2024 |
| Hyatt, Todd, Elliot | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2023 | Dec 22, 2023 | Jun 13, 2024 |
| Hyatt, Todd, Elliot | Trustee | F | yes | 03/2008 | Dec 22, 2023 | Jun 13, 2024 |
| O'Shea, Bree, Greene | Trustee | F | yes | 04/2006 | Jun 7, 2024 | Jun 13, 2024 |
| REINIG O'SHEA FAMILY TRUST DATED APRIL 13, 2006 | CO-MANAGING MEMBER | D | yes | 05/2024 | Jun 7, 2024 | Jun 13, 2024 |
| REINIG, DARREN, MICHAEL | CHIEF INVESTMENT OFFICER | Na | yes | 12/2023 | Feb 23, 2024 | Jun 13, 2024 |
| REINIG, DARREN, MICHAEL | Trustee | F | yes | 04/2006 | Feb 23, 2024 | Jun 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| HYATT LAW | n/a | n/a | n/a | N | 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $373M | $373M | 5 | 4 | 4 | n/a | n/a |
| 2024 | Mar 22, 2025 | $177M | $177M | 4 | 3 | 2 | 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 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $373M | $177M | 111.0% | n/a | n/a | 5 | 4 | 4 | 2 |