DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 313370
SANTA MONICA, 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 |
|---|---|---|---|---|---|---|
| BJORDAHL, BLAKE, ALAN | CHIEF COMPLIANCE OFFICER | Na | yes | 02/2021 | Apr 6, 2021 | Mar 26, 2024 |
| Friedman Lucas, Melissa | OWNER / MANAGING MEMBER | E | yes | 02/2021 | Apr 8, 2021 | Mar 26, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 26, 2024 | $315M | $0 | 1 | 1 | 0 | n/a | n/a |
| 2023 | Feb 28, 2023 | $295M | $0 | 1 | 1 | 0 | n/a | n/a |
| 2022 | May 31, 2022 | $352M | $0 | 1 | 1 | 0 | n/a | n/a |
| 2021 | Mar 17, 2022 | $352M | $0 | 1 | 1 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $315M | $295M | 6.9% | $352M | -3.6% | 1 | 1 | 0 | 0 |