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CRD 163084
WALNUT CREEK, CA
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 |
|---|---|---|---|---|---|---|
| DANIEL JOSEPH TACHIERA | n/a | WALNUT CREEK, CA | 13 | 28 | n/a | no |
| STEVEN JAMES DIDION | n/a | WALNUT CREEK, CA | 13 | 34 | 2 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| JCSD PARTNERS, L.P. | Hedge Fund | $72.3M | Apr 1, 2024 | 65 | Mar 28, 2012 | reported | 021-70327 |
| JCSD PARTNERS II, L.P. | Hedge Fund | $15.3M | Apr 1, 2024 | 19 | Mar 28, 2018 | reported | 021-285075 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DIDION, STEVEN, JAMES | Manager | D | yes | 10/2004 | Feb 26, 2016 | Apr 1, 2024 |
| MILLER, JEFFREY, ALAN | Member | B | yes | 08/2020 | Oct 7, 2020 | Apr 1, 2024 |
| TACHIERA, DANIEL, JOSEPH | CHIEF COMPLIANCE OFFICER | B | yes | 03/2011 | Feb 26, 2016 | Apr 1, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 20, 2026 | $215M | $188M | 4 | 3 | 0 | 3 | n/a |
| 2024 | Apr 14, 2025 | $174M | $144M | 4 | 3 | 0 | 3 | n/a |
| 2023 | Apr 1, 2024 | $120M | $87.6M | 3 | 3 | 0 | 2 | $87.6M |
| 2022 | Jan 27, 2023 | $106M | $106M | 3 | 3 | 0 | 2 | $106M |
| 2021 | Mar 17, 2022 | $147M | $147M | 3 | 3 | 0 | 2 | $147M |
| 2020 | Feb 24, 2021 | $114M | $114M | 3 | 3 | 0 | 2 | $114M |
| 2019 | Mar 25, 2020 | $165M | $165M | 3 | 3 | 0 | 2 | $165M |
| 2018 | Mar 8, 2019 | $188M | $188M | 3 | 3 | 0 | 2 | $188M |
| 2017 | Mar 28, 2018 | $191M | $191M | 3 | 3 | 0 | 2 | $191M |
| 2016 | Feb 15, 2017 | $215M | $215M | 3 | 3 | n/a | 1 | $215M |
| 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 | $215M | $174M | 23.0% | $106M | 26.6% | 4 | 4 | 0 | 0 |