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CRD 289136
SAN ANTONIO, TX
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 |
|---|---|---|---|---|---|---|
| Bronson, Andrew, William | MANAGER/PRINCIPAL | C | yes | 04/2017 | Mar 29, 2020 | Jun 4, 2024 |
| ELEVENTH STREET INVESTMENT GROUP LLC | Member | B | yes | 07/2023 | Jun 4, 2024 | Jun 4, 2024 |
| SHARP, NATHAN, JOEL | MANAGER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | yes | 04/2017 | Mar 29, 2020 | Jun 4, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 29, 2025 | $26.8M | $26.8M | 3 | 3 | 1 | n/a | n/a |
| 2023 | Jun 4, 2024 | $25.9M | $25.9M | 3 | 3 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $18.0M | $18.0M | 3 | 3 | 1 | n/a | n/a |
| 2021 | Mar 28, 2022 | $1.2M | $1.2M | 3 | 3 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $60,000 | $60,000 | 3 | 3 | 1 | 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 | 3 | -3 | n/a | 0 | 0 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $26.8M | $25.9M | 3.5% | $1.2M | 179.7% | 3 | 3 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| Savvy | 2 | Mar 31, 2026 | Feb 9, 2026 | SAN ANTONIO, TX | Team lift out | Other | 66.7% |