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CRD 131511
MOUNT LAUREL, NJ
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSEPH EDWARD SCOCCA | n/a | MT LAUREL, NJ | 0 | 24 | 1 | no |
| CHRISTOPHER MATTHEW GREER | n/a | Mt. Laurel, NJ | 0 | 33 | 1 | no |
| JON MICHAEL GREER | n/a | MT LAUREL, NJ | 0 | 24 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| GREER, CHRISTOPHER, MATTHEW | Member | C | yes | 07/2002 | Apr 4, 2012 | Mar 28, 2024 |
| GREER, JON, MICHAEL | MEMBER/CHIEF COMPLIANCE OFFICER | C | yes | 07/2002 | Apr 4, 2012 | Mar 28, 2024 |
| SCOCCA, JOSEPH, EDWARD | Member | C | yes | 07/2002 | Apr 4, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| JON GREER | n/a | n/a | n/a | Y | yes | n/a |
| JOSEPH SCOCCA | n/a | n/a | n/a | Y | yes | n/a |
| VALENS GROUP LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $862M | $790M | 4 | 3 | 0 | n/a | n/a |
| 2024 | Mar 29, 2025 | $715M | $643M | 4 | 3 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $643M | $572M | 4 | 3 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $559M | $500M | 4 | 3 | 0 | n/a | n/a |
| 2021 | Mar 24, 2022 | $580M | $515M | 4 | 3 | 0 | n/a | n/a |
| 2020 | Mar 19, 2021 | $487M | $427M | 4 | 3 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $406M | $349M | 4 | 3 | 0 | n/a | n/a |
| 2018 | Mar 25, 2019 | $339M | $300M | 4 | 3 | 0 | n/a | n/a |
| 2017 | Feb 28, 2018 | $299M | $266M | 4 | 3 | 0 | n/a | n/a |
| 2016 | Mar 1, 2017 | $248M | $220M | 4 | 3 | n/a | n/a | n/a |
| 2015 | Mar 17, 2016 | $221M | $185M | 4 | 3 | n/a | n/a | n/a |
| 2014 | Mar 26, 2015 | $207M | $180M | 4 | 3 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $170M | $145M | 4 | 3 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $154M | $132M | 4 | 3 | n/a | n/a | n/a |
| 2011 | Apr 4, 2012 | $121M | $102M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 1 | 0 | 0 | 3 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $862M | $715M | 20.6% | $559M | 15.5% | 4 | 4 | 0 | 0 |