DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 127012
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 |
|---|---|---|---|---|---|---|
| CRETORS, KURT | VICE PRESIDENT | D | yes | 03/2005 | Mar 17, 2020 | Jan 28, 2022 |
| CRETORS, SHARLEE, LORENE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | yes | 04/2003 | Mar 17, 2020 | Jan 28, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Scottsdale | Az | United States | 2 | no |
| Evergreen | Co | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Jan 28, 2022 | $180M | $180M | 3 | 3 | 2 | n/a | n/a |
| 2020 | Mar 10, 2021 | $148M | $148M | 3 | 3 | 2 | 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 | $180M | $148M | 21.4% | n/a | n/a | 3 | 3 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| TIGER EYE FINANCIAL LLC | 2 | Mar 15, 2023 | Jun 18, 2012 | SCOTTSDALE, AZ | Team lift out | Other | 66.7% |