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CRD 329038
JACKSONVILLE, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Brothers, Matthew | Manager | F | yes | 10/2013 | Dec 21, 2023 | Mar 28, 2024 |
| Brothers, Matthew | CHIEF COMPLIANCE OFFICER/ CHIEF FINANCIAL OFFICER | Na | yes | 10/2023 | Dec 21, 2023 | Mar 28, 2024 |
| LYONS, BENJAMIN, MICHAEL | Manager | F | yes | 10/2013 | Dec 21, 2023 | Mar 28, 2024 |
| LYONS, BENJAMIN, MICHAEL | MANAGER OF THE MANAGING MEMBER | Na | yes | 10/2023 | Dec 21, 2023 | Mar 28, 2024 |
| SECURITIES CAPITAL PARTNERS, LLC | MANAGING MEMBER | E | yes | 10/2023 | Dec 21, 2023 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SECURITIES CAPITAL PARTNERS GP I, LLC | n/a | n/a | n/a | N | yes | n/a |
| SECURITIES CAPITAL PARTNERS, LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $360M | $360M | 6 | 3 | 2 | 1 | n/a |
| 2024 | Apr 7, 2025 | $225M | $225M | 37 | 4 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $187M | $187M | 4 | 4 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $360M | $225M | 59.7% | n/a | n/a | 6 | 37 | 2 | 1 |