DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 151956
SEATTLE, WA
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 |
|---|---|---|---|---|---|---|
| GARY JAMES POKRZYWINSKI | Chartered Financial Analyst | SEATTLE, WA | 15 | 33 | 1 | no |
| RYAN CLARE LARSON | n/a | SEATTLE, WA | 15 | 18 | 2 | no |
| Kevin Robert Power | Chartered Financial Analyst | SEATTLE, WA | 1 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SIM APEX VALUE FUND LP | Hedge Fund | $26,822 | Mar 30, 2021 | 4 | Jun 29, 2017 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLACK, TIMOTHY, THOMPSON | MEMBER, ELECTED MANAGER, CHIEF COMPLIANCE OFFICER, COO | B | yes | 08/2010 | Jan 18, 2012 | Mar 15, 2024 |
| POKRZYWINSKI, GARY, JAMES | MANAGER, MEMBER, LEAD PORTFOLIO MANAGER, PRESIDENT | C | yes | 08/2010 | Jan 18, 2012 | Mar 15, 2024 |
| LARSON, RYAN, CLARE | PORTFOLIO MANAGER, MEMBER | B | no | 01/2018 | Jul 12, 2016 | Mar 15, 2024 |
| PLACZEK, BRIAN, LAVERN | Member | A | no | 09/2015 | Jan 2, 2013 | Mar 15, 2024 |
| Power, Kevin, Robert | MEMBER, ANALYST | A | no | 01/2023 | Feb 28, 2023 | Mar 15, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 12, 2026 | $3.1B | $3.1B | 7 | 3 | 0 | n/a | n/a |
| 2024 | Mar 26, 2025 | $2.7B | $2.7B | 7 | 3 | 0 | n/a | n/a |
| 2023 | Mar 15, 2024 | $1.9B | $1.9B | 7 | 3 | 0 | n/a | n/a |
| 2022 | Feb 28, 2023 | $1.7B | $1.7B | 5 | 3 | 0 | n/a | n/a |
| 2021 | Mar 3, 2022 | $1.8B | $1.8B | 7 | 4 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $1.4B | $1.4B | 6 | 4 | 0 | 1 | $26,822 |
| 2019 | Mar 23, 2020 | $1.5B | $1.5B | 6 | 4 | 0 | 1 | $698,698 |
| 2018 | Mar 27, 2019 | $1.3B | $1.3B | 6 | 4 | 0 | 1 | $501,876 |
| 2017 | Mar 27, 2018 | $1.4B | $1.4B | 6 | 4 | 0 | 1 | $582,662 |
| 2016 | Mar 16, 2017 | $1.4B | $1.4B | 7 | 4 | n/a | n/a | n/a |
| 2015 | Jan 5, 2016 | $741M | $741M | 6 | 4 | n/a | n/a | n/a |
| 2014 | Feb 5, 2015 | $948M | $948M | 8 | 6 | n/a | n/a | n/a |
| 2013 | Feb 6, 2014 | $659M | $659M | 7 | 6 | n/a | n/a | n/a |
| 2012 | Jan 2, 2013 | $474M | $474M | 7 | 6 | n/a | n/a | n/a |
| 2011 | Jan 18, 2012 | $92.4M | $92.4M | 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 | $3.1B | $2.7B | 14.4% | $1.7B | 21.5% | 6 | 7 | 0 | 0 |