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CRD 108027
SACRAMENTO, 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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| RONALD JAMES PETROFF | n/a | Sacramento, CA | 8 | 41 | 3 | no |
| TIGH Martin RICKMAN | n/a | Sacramento, CA | 8 | 26 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| DECAMILLA, DAVID, DANIEL | PRESIDENT; CHIEF INVESTMENT OFFICER | E | yes | 03/1998 | Mar 28, 2012 | Feb 27, 2024 |
| RICKMAN, TIGH, Martin | VP, CFO, CCO, SECRETARY | C | yes | 01/2022 | Mar 2, 2022 | Feb 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 3, 2026 | $163M | $163M | 2 | 1 | 0 | n/a | n/a |
| 2024 | Feb 21, 2025 | $145M | $145M | 3 | 2 | 0 | n/a | n/a |
| 2023 | Feb 27, 2024 | $117M | $117M | 3 | 2 | 0 | n/a | n/a |
| 2022 | Mar 20, 2023 | $90.6M | $90.6M | 4 | 2 | 1 | n/a | n/a |
| 2011 | Mar 28, 2012 | $18.0M | $18.0M | 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 |
|---|---|---|---|---|---|---|---|---|
| 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 | $163M | $145M | 12.5% | $90.6M | 21.6% | 2 | 3 | 0 | 0 |