DFX Intelligence
Data Factory
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Reading the graph
CRD 108162
NEWPORT BEACH, 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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| JRL CAPITAL MANAGEMENT GROUP | Owner | E | yes | 12/1999 | Nov 17, 2011 | Mar 25, 2024 |
| LAW, LARRY, RICHARD | PRESIDENT, COO, CHIEF COMPLIANCE OFFICER | Na | yes | 12/1999 | Nov 17, 2011 | Mar 25, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 | Mar 25, 2024 | $105M | $0 | 3 | 3 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $195M | $0 | 6 | 6 | 0 | n/a | n/a |
| 2021 | Mar 15, 2022 | $127M | $0 | 8 | 8 | 1 | n/a | n/a |
| 2020 | Mar 19, 2021 | $120M | $0 | 10 | 10 | 1 | n/a | n/a |
| 2019 | Mar 25, 2020 | $108M | $0 | 10 | 10 | 1 | n/a | n/a |
| 2018 | Mar 19, 2019 | $120M | $0 | 11 | 11 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $152M | $152M | 11 | 11 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $114M | $0 | 12 | 12 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $124M | $0 | 8 | 8 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $110M | $0 | 8 | 8 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $107M | $0 | 9 | 9 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $93.4M | $0 | 9 | 9 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $111M | $0 | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $105M | $195M | -46.2% | $120M | -4.6% | 3 | 6 | 0 | 0 |