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CRD 145658
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 |
|---|---|---|---|---|---|---|
| WILLIAM DAVID VELLON | n/a | WILMETTE, IL | 18 | 37 | 1 | no |
| DAVID LEE BLITZ | n/a | Evanston, IL | WILMETTE, IL | 9 | 10 | n/a | no |
| MICHAEL JASON COLLINS | n/a | WILMETTE, IL | Chicago, IL | 8 | 27 | 5 | no |
| RICHARD LEE MCADAMS | n/a | WILMETTE, IL | Winter Haven, FL | 8 | 26 | 8 | yes |
| DANIEL GERARD FINNERTY | n/a | WILMETTE, IL | Huntersville, NC | 7 | 16 | n/a | no |
| ELISABETH ANNE DAVIS | n/a | Winter Haven, FL | ATLANTA, GA | WILMETTE, IL | 7 | 25 | 8 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DHC 2016 LLC | Private Equity Fund | $650,000 | Mar 8, 2024 | 13 | Feb 26, 2020 | reported | 021-274586 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| VELLON, WILLIAM, DAVID | CEO & CCO | D | yes | 08/2008 | Feb 26, 2020 | Mar 8, 2024 |
| WOLMARK, ASHER, DOV | MANAGING MEMBER | D | yes | 08/2008 | Feb 26, 2020 | Mar 8, 2024 |
| FINNERTY, DANIEL, GERARD | CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER | Na | no | 01/2015 | Feb 26, 2020 | Mar 8, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 29, 2026 | $162M | $146M | 6 | 6 | 6 | n/a | n/a |
| 2024 | Mar 12, 2025 | $154M | $140M | 8 | 8 | 7 | n/a | n/a |
| 2023 | Mar 8, 2024 | $136M | $121M | 8 | 8 | 6 | 1 | $650,000 |
| 2022 | Mar 24, 2023 | $117M | $106M | 9 | 9 | 6 | 1 | $650,000 |
| 2021 | Mar 14, 2022 | $156M | $155M | 9 | 9 | 6 | 1 | $650,000 |
| 2020 | Mar 9, 2021 | $130M | $127M | 9 | 9 | 6 | 1 | $650,000 |
| 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 | $162M | $154M | 4.9% | $117M | 11.3% | 6 | 8 | 6 | 7 |