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CRD 298104
SILVER SPRING, MD
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 |
|---|---|---|---|---|---|---|
| B••••• L••••• D• | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 03/2019 | Mar 27, 2019 | Mar 29, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2023 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2023 | $50.2M | $40.3M | 24.7% | $40.7M | 7.3% | 5 | 5 | 0 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••• W••••• M••••••••• L•• | 2 | Jun 24, 2019 | Jun 20, 2019 | R•••VILLE, MD | Team lift out | Other | 66.7% |
| $50.2M |
| $50.2M |
| 5 |
| 2 |
| 0 |
| n/a |
| n/a |
| 2022 | Apr 3, 2023 | $40.3M | $40.3M | 5 | 3 | 2 | n/a | n/a |
| 2021 | Mar 30, 2022 | $38.5M | $37.8M | 4 | 3 | 4 | n/a | n/a |
| 2020 | Apr 1, 2021 | $40.7M | $29.7M | 3 | 3 | 4 | n/a | n/a |
| 2019 | Mar 27, 2020 | $25.7M | $25.1M | 3 | 3 | 4 | n/a | n/a |