DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 170022
COLORADO SPRINGS, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ACCELERATOR I LLC | Private Equity Fund | $15.5M | Oct 4, 2024 | 1 | Aug 28, 2024 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARCHE MEDIA | Member | E | yes | 07/2014 | Nov 3, 2016 | Oct 4, 2024 |
| MAJ TRUST | Owner | E | yes | 10/2013 | Nov 3, 2016 | Oct 4, 2024 |
| NUMMI, RICHARD, MARK | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Na | yes | 10/2022 | Nov 4, 2022 | Oct 4, 2024 |
| PALMER, MICHELLE, CHRISTINE | CHIEF OPERATIONS OFFICER | Na | yes | 08/2022 | Nov 4, 2022 | Oct 4, 2024 |
| PREMIER TRUST | THIRD PARTY TRUSTEE | F | yes | 08/2008 | Nov 3, 2016 | Oct 4, 2024 |
| WALTON, BILL, JACK | President | Na | yes | 07/2014 | Nov 3, 2016 | Oct 4, 2024 |
| WALTON, BILL, JACK | Trustee | F | yes | 08/2008 | Nov 3, 2016 | Oct 4, 2024 |
| Walton, Nathalie | Trustee | F | yes | 08/2008 | Nov 3, 2016 | Oct 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ACCELERATED CONSULTING AND MANAGEMENT LLC | n/a | n/a | n/a | N | yes | n/a |
| ACCELERATED WEALTH, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Dorado | Pr | United States | 2 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $180M | $178M | 10 | 3 | 1 | 3 | n/a |
| 2024 | Mar 6, 2025 | $186M | $113M | 14 | 4 | 1 | 1 | n/a |
| 2023 | Feb 21, 2024 | $304M | $174M | 17 | 4 | 2 | n/a | n/a |
| 2022 | Mar 17, 2023 | $305M | $203M | 22 | 8 | 1 | n/a | n/a |
| 2021 | Mar 21, 2022 | $336M | $225M | 27 | 11 | 3 | n/a | n/a |
| 2020 | Mar 31, 2021 | $286M | $197M | 11 | 9 | 4 | n/a | n/a |
| 2019 | Mar 30, 2020 | $269M | $170M | 12 | 11 | 4 | n/a | n/a |
| 2018 | Mar 29, 2019 | $201M | $130M | 14 | 14 | 5 | n/a | n/a |
| 2017 | Mar 27, 2018 | $212M | $154M | 13 | 13 | 6 | n/a | n/a |
| 2016 | Mar 31, 2017 | $145M | $135M | 14 | 14 | 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 | 2 | -2 | 200.0% | 0 | 0 | 0 | 2 | 8 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $180M | $186M | -3.1% | $305M | -16.0% | 10 | 14 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RFG ADVISORY, LLC | 5 | Jan 8, 2024 | Jan 8, 2024 | COLORADO SPRINGS, CO | Firm absorbed | RIA to RIA | 83.3% |
| RFG ADVISORY, LLC | 2 | Feb 2, 2023 | Jan 31, 2023 | COLORADO SPRINGS, CO | Team lift out | RIA to RIA | 22.2% |