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CRD 317840
BETHESDA, MD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-06-26 (filing); first seen by DFX 2026-09-15.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| I••••••••• H••••••• P• L•• | SOLE MEMBER | E | yes | 11/2021 | Nov 24, 2021 | Oct 11, 2024 |
| I••••••••• I••• | SOLE MEMBER | E | yes | 11/2021 | Nov 24, 2021 | Oct 11, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.9B | $1.8B | 174.2% | $542M | 109.0% | 15 | 15 | 0 | 0 |
| CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 11/2021 |
| Nov 24, 2021 |
| Oct 11, 2024 |
| T•••••• M••••••• A•• | CHIEF INVESTMENT OFFICER & CHIEF EXECUTIVE OFFICER | Na | yes | 11/2021 | Nov 24, 2021 | Oct 11, 2024 |
| $2.9B |
| $60.0M |
| 15 |
| 15 |
| 0 |
| 1 |
| n/a |
| 2024 | Apr 1, 2025 | $1.8B | $0 | 15 | 15 | 0 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.6B | $0 | 11 | 11 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $542M | $0 | 9 | 9 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $613M | $0 | 9 | 9 | 0 | n/a | n/a |