DFX Intelligence
Data Factory
Reading the graph
Reading the graph
FINANCIAL CONCEPTS, INC., CRD 122342
CHANDLER, AZ
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 |
|---|---|---|---|---|---|---|---|
| SYNEQ VENTURES, LLC | Private Equity Fund | $885,000 | Mar 30, 2012 | 45 | Mar 30, 2012 | reported | 021-158914 |
| FINCO VENTURES II, LLC | Private Equity Fund | $800,000 | Mar 30, 2012 | 17 | Mar 30, 2012 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WOLF, TIM, LEE | President | E | yes | 08/1987 | Mar 30, 2012 | May 8, 2012 |
| KELSEY, RAYMOND, CROMWELL | CHIEF COMPLIANCE OFFICER | Na | no | 07/2005 | Mar 30, 2012 | May 8, 2012 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2011 | Mar 30, 2012 | $56.4M | $56.4M | n/a | n/a | n/a | 2 | $1.7M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2011 | $56.4M | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a |