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CRD 118867
KALISPELL, MT
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 |
|---|---|---|---|---|---|---|
| HERGESHEIMER, DAVID, CHARLES | Member | F | yes | 08/1987 | Jan 19, 2012 | Feb 28, 2012 |
| JORDAHL & SLITER, PLLC | Member | E | yes | 07/2000 | Jan 19, 2012 | Feb 28, 2012 |
| KNOPIK, JOHN MICHAEL | Member | B | yes | 01/2008 | Jan 19, 2012 | Feb 28, 2012 |
| SCHULTZ, DAVID, JAMES | CHIEF COMPLIANCE OFFICER | B | yes | 06/2005 | Jan 19, 2012 | Feb 28, 2012 |
| SCHULTZ, DAVID, JAMES | Member | F | yes | 10/1990 | Jan 19, 2012 | Feb 28, 2012 |
| KISLER, DONALD, EVAN | Member | F | no | 06/1983 | Jan 19, 2012 | Feb 28, 2012 |
| SLITER, JUSTIN, PATRICK | Member | F | no | 10/2003 | Jan 19, 2012 | Feb 28, 2012 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2011 | Jan 19, 2012 | $43.3M | $43.3M | n/a | n/a | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2011 | $43.3M | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |