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CRD 168797
ST. PETERSBURG, FL
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 |
|---|---|---|---|---|---|---|
| DOMASH, LARRY, ALAN | MANAGING MEMBER | E | yes | 08/2013 | Dec 23, 2013 | Apr 30, 2021 |
| LANE, WILLIAM, EDGAR | CHIEF COMPLIANCE OFFICER | Na | no | 03/2019 | May 15, 2020 | Apr 30, 2021 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Apr 30, 2021 | $594M | $594M | 14 | 1 | 1 | n/a | n/a |
| 2019 | May 15, 2020 | $294M | $294M | 10 | 1 | 1 | n/a | n/a |
| 2018 | Feb 15, 2019 | $500M | $500M | 8 | 1 | 1 | n/a | n/a |
| 2017 | Mar 20, 2018 | $575M | $575M | 8 | 1 | 1 | n/a | n/a |
| 2016 | Feb 24, 2017 | $290M | $290M | 5 | 1 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $128M | $128M | 4 | 1 | n/a | n/a | n/a |
| 2014 | Dec 22, 2014 | $252M | $252M | 4 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | $594M | $294M | 102.3% | $575M | 1.1% | 14 | 10 | 1 | 1 |