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CRD 157723
WEST CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ONE TOWER ASCEND DEBENTURE, LLC | Private Equity Fund | $10.6M | Jun 30, 2020 | 88 | Mar 31, 2019 | dropped | n/a |
| MURPHY FARM QOZ FUND | Private Equity Fund | $5.0M | Mar 31, 2021 | 6 | Mar 31, 2021 | reported | n/a |
| ONE TOWER HESSELMAN, LLC | Private Equity Fund | $1.8M | Apr 22, 2022 | 19 | Mar 31, 2019 | reported | n/a |
| ONE TOWER MEDMEN, LLC | Private Equity Fund | $138,470 | Apr 22, 2022 | 23 | Apr 2, 2018 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CROWLEY, KIMBERLY, MICHELE | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | B | yes | 04/2011 | Apr 3, 2012 | Apr 22, 2022 |
| DRAKE, MIMI, KELLER | CO-CHIEF EXECUTIVE OFFICER, MEMBER, MANAGER | C | yes | 06/2018 | Apr 3, 2012 | Apr 22, 2022 |
| LANDAU, ADAM, BRETT | CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, MEMBER, MANAGER | C | yes | 04/2011 | Apr 3, 2012 | Apr 22, 2022 |
| PETER CHRISTOPHER MORSE | Member | C | yes | 05/2002 | Apr 22, 2020 | Apr 22, 2022 |
| WORLEY, RICHARD, BROWN | Member | D | yes | 05/2002 | Mar 30, 2020 | Apr 22, 2022 |
| PERMIT CAPITAL, LLC | Member | B | no | 05/2011 | Apr 3, 2012 | Apr 22, 2022 |
| TAYLOR, MATTHEW, HALL | SENIOR PORTFOLIO MANAGER, MEMBER | B | no | 04/2016 | Mar 31, 2017 | Apr 22, 2022 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 31, 2022 | $1.6B | $1.6B | 14 | 12 | 0 | 20 | $204M |
| 2020 | Mar 31, 2021 | $1.4B | $1.4B | 15 | 10 | 0 | 19 | $192M |
| 2019 | Mar 30, 2020 | $1.1B | $1.1B | 15 | 10 | 0 | 16 | $164M |
| 2018 | Mar 31, 2019 | $1.1B | $1.1B | 13 | 9 | 1 | 12 | $118M |
| 2017 | Apr 2, 2018 | $868M | $868M | 11 | 8 | 1 | 3 | $28.4M |
| 2016 | Mar 31, 2017 | $767M | $767M | 9 | 7 | n/a | 2 | $26.6M |
| 2015 | Apr 1, 2016 | $544M | $544M | 8 | 7 | n/a | 2 | $26.6M |
| 2014 | Mar 31, 2015 | $537M | $537M | 6 | 5 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $431M | $431M | 6 | 5 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $310M | $310M | 5 | 4 | n/a | n/a | n/a |
| 2011 | Apr 3, 2012 | $183M | $183M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $1.6B | $1.4B | 13.9% | $1.1B | 12.0% | 14 | 15 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 5 | May 11, 2022 | May 25, 2022 | WEST CONSHOHOCKEN, PA | Firm absorbed | RIA to RIA | 100.0% |