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Data Factory
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Reading the graph
CRD 306360
CONCORD, NC
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY LLP | Member | D | yes | 11/2019 | Nov 21, 2019 | Mar 22, 2023 |
| Ripberger, Kimberly | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2023 | Mar 22, 2023 | Mar 22, 2023 |
| BOOTH, JULIEN, BINFORD | Member | C | no | 02/2020 | Feb 21, 2020 | Mar 22, 2023 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY, L.L.P. | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Aug 15, 2022 | $157M | $157M | 3 | 2 | 0 | n/a | n/a |
| 2021 | Jun 9, 2021 | $188M | $188M | 5 | 2 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $157M | $188M | -16.4% | n/a | n/a | 3 | 5 | 0 | 0 |