DFX Intelligence
Data Factory
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Reading the graph
CRD 317533
PLANO, TX
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 |
|---|---|---|---|---|---|---|
| HETZEL, JOHN, OTTO | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 11/2021 | Nov 11, 2021 | Oct 13, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| NO FATE BWWM, LLC | n/a | Independent wealth | $312M | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $272M | $271M | 2 | 2 | 0 | n/a | n/a |
| 2024 | Mar 30, 2025 | $165M | $159M | 2 | 2 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $105M | $105M | 2 | 2 | 0 | n/a | n/a |
| 2022 | Mar 25, 2023 | $102M | $102M | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 21, 2022 | $126M | $126M | 1 | 1 | 0 | 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $272M | $165M | 64.4% | $102M | 38.6% | 2 | 2 | 0 | 0 |