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CRD 172766
BOSTON, MA
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 |
|---|---|---|---|---|---|---|
| D••••• H••• | n/a | BOSTON, MA | 11 | 14 | 1 | no |
| P••• M•••••• L•••••• | n/a | BOSTON, MA | 8 | 12 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| S••••••••• P••••••• F•••• L••• | Hedge Fund | $759M | Jan 19, 2022 | 70 | Jun 21, 2019 | dropped | 021-221652 |
| S••••••••• P••••••• Q• F•••• L••• | Hedge Fund | $306M | Sep 17, 2026 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••• D••••• | MANAGING MEMBER | E | yes | 02/2012 | Jun 21, 2019 | Jun 18, 2024 |
| L••••••• P•••• M•••••• | CHIEF OPERATING OFFICER | Na | yes | 06/2014 | Jun 21, 2019 | Jun 18, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| S••••••••• P••••••• G•• L••• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | $439M | $940M | -53.3% | $978M | -23.4% | 7 | 8 | 0 | 0 |
| no |
| 184 |
| Mar 25, 2022 |
| reported |
| 021-395954 |
| CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER |
| Na |
| yes |
| 01/2022 |
| Jan 18, 2022 |
| Jun 18, 2024 |
| $439M |
| $439M |
| 7 |
| 4 |
| 0 |
| 1 |
| n/a |
| 2024 | Mar 24, 2025 | $940M | $940M | 8 | 5 | 0 | 1 | n/a |
| 2023 | Mar 27, 2024 | $932M | $932M | 8 | 5 | 0 | 1 | $603M |
| 2022 | Mar 28, 2023 | $978M | $978M | 8 | 5 | 0 | 1 | $698M |
| 2021 | Mar 25, 2022 | $1.6B | $1.6B | 6 | 5 | 0 | 1 | $1.1B |
| 2020 | Mar 23, 2021 | $1.2B | $1.2B | 4 | 4 | 0 | 1 | $759M |
| 2019 | Mar 30, 2020 | $308M | $308M | 5 | 4 | 0 | 1 | $77.4M |