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CRD 157682
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 |
|---|---|---|---|---|---|---|
| CURRO, TIMOTHY, JOSEPH | MANAGING MEMBER | D | yes | 01/2001 | Feb 15, 2012 | Feb 9, 2016 |
| CURRO, TIMOTHY, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2001 | Feb 15, 2012 | Feb 9, 2016 |
| MCELVEEN, GEORGE, ASHBY | MANAGING MEMBER | C | yes | 06/2008 | Feb 15, 2012 | Feb 9, 2016 |
| SBVP, LLC | GENERAL PARTNER | B | yes | 01/2001 | Feb 15, 2012 | Feb 9, 2016 |
| SPRINGBANK CAPITAL, LLC | GENERAL PARTNER | Na | yes | 01/2001 | Feb 15, 2012 | Feb 9, 2016 |
| DUNNE, JAMES, JOSEPH | LIMITED PARTNER | A | no | 03/2004 | Mar 8, 2013 | Feb 9, 2016 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Feb 9, 2016 | $59.0M | $59.0M | 1 | 1 | n/a | n/a | n/a |
| 2014 | Feb 10, 2015 | $56.8M | $56.8M | 1 | 1 | n/a | n/a | n/a |
| 2013 | Feb 13, 2014 | $56.0M | $56.0M | 1 | 1 | n/a | n/a | n/a |
| 2012 | Mar 8, 2013 | $45.0M | $45.0M | 1 | 1 | n/a | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $59.0M | $56.8M | 3.7% | $45.0M | 9.4% | 1 | 1 | n/a | n/a |