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CRD 132844
MEMPHIS, TN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| WILLIAM VAN THOMPSON | Chartered Financial Analyst | MEMPHIS, TN | 20 | 26 | 1 | no |
| CHARLES KYLE SLATERY | n/a | MEMPHIS, TN | 0 | 40 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| NFC PARTNERS, LLC | Hedge Fund | $150M | Feb 6, 2026 | 45 | Jan 23, 2012 | reported | 021-3592 |
| NFC INSURANCE PARTNERS, LLC | Hedge Fund | $131M | Feb 6, 2026 | 40 | Jan 23, 2012 | reported | 021-155323 |
| WBL PARTNERS, LLC | Private Equity Fund | $44.0M | Feb 6, 2026 | 10 | Jan 23, 2012 | reported | n/a |
| EU HOLDINGS, LLC | Other Private Fund | $40.0M | Jan 27, 2017 | 3 | Jan 27, 2017 | dropped | n/a |
| NFC ARIZONA RENEWABLES, LLC | Private Equity Fund | $34.0M | Feb 6, 2026 | 45 | Mar 10, 2022 | reported | 021-383504 |
| NFC GREEN VENTURES, LLC | Private Equity Fund | $19.0M | Jan 18, 2018 | 25 | Jan 18, 2018 | dropped | 021-292095 |
| KNOX HOLDINGS, LLC | Private Equity Fund | $6.1M | Feb 6, 2026 | 15 | Mar 10, 2022 | reported | n/a |
| DELEO HOLDINGS, LLC | Other Private Fund | $0 | Feb 6, 2026 | 15 | Jan 27, 2017 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BUTTS, DANIEL, TYLER | VICE PRESIDENT; CHIEF MEMBER | Na | yes | 06/2019 | Feb 6, 2026 | Feb 6, 2026 |
| GOLDEN, EMMEL, BERNHARDT | VICE PRESIDENT; MEMBER | Na | yes | 01/2010 | Feb 6, 2026 | Feb 6, 2026 |
| SLATERY, CHARLES, KYLE | CHIEF EXECUTIVE OFFICER; MEMBER | D | yes | 06/2004 | Feb 6, 2026 | Feb 6, 2026 |
| THOMPSON, WILLIAM, VAN | PRESIDENT; CHIEF | B | yes | 01/2006 | Feb 6, 2026 | Feb 6, 2026 |
| HASLAM, SUSAN, BAGWELL | Member | A | no | 07/2014 | Feb 6, 2026 | Feb 6, 2026 |
| HASLAM, WILLIAM, EDWARD | Member | A | no | 06/2019 | Feb 6, 2026 | Feb 6, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 6, 2026 | $2.1B | $2.1B | 9 | 5 | 0 | 6 | n/a |
| 2024 | Jan 9, 2025 | $2.0B | $2.0B | 9 | 5 | 0 | 6 | n/a |
| 2023 | Jan 19, 2024 | $1.9B | $1.9B | 9 | 5 | 0 | 6 | $290M |
| 2022 | Jan 27, 2023 | $1.8B | $1.8B | 9 | 5 | 0 | 6 | $266M |
| 2021 | Mar 10, 2022 | $1.8B | $1.8B | 8 | 5 | 0 | 6 | $266M |
| 2020 | Mar 18, 2021 | $1.5B | $1.5B | 7 | 4 | 0 | 4 | $184M |
| 2019 | Jan 13, 2020 | $1.6B | $1.6B | 7 | 4 | 0 | 4 | $180M |
| 2018 | Mar 6, 2019 | $1.4B | $1.4B | 7 | 4 | 0 | 4 | $145M |
| 2017 | Jan 18, 2018 | $1.3B | $1.3B | 7 | 4 | 0 | 5 | $184M |
| 2016 | Jan 27, 2017 | $1.3B | $1.3B | 7 | 4 | n/a | 5 | $167M |
| 2015 | Jan 19, 2016 | $964M | $964M | 7 | 4 | n/a | 3 | $108M |
| 2014 | Jan 13, 2015 | $1.0B | $1.0B | 6 | 3 | n/a | 3 | $88.0M |
| 2013 | Jan 8, 2014 | $850M | $850M | 6 | 3 | n/a | 3 | $88.0M |
| 2012 | Jan 15, 2013 | $686M | $686M | 6 | 3 | n/a | 3 | $74.0M |
| 2011 | Jan 23, 2012 | $368M | $364M | n/a | n/a | n/a | 3 | $63.0M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.1B | $2.0B | 5.0% | $1.8B | 6.5% | 9 | 9 | 0 | 0 |