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CRD 145480
NEW YORK, NY
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT GUY GEBHART | Chartered Financial Analyst | Greenwich, CT | NEW YORK, NY | 1 | 26 | n/a | no |
| HARRY WILLIAM SEGALAS | n/a | NEW YORK, NY | New York, NY | 0 | 34 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| HSMP 001 | Other Private Fund | $25.3M | May 22, 2024 | 0 | Mar 31, 2021 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALTMAN, DAVID, ALLAN | MEMBER (PARTNER & DIRECTOR OF RESEARCH) | C | yes | 10/2007 | Feb 8, 2012 | May 22, 2024 |
| COLEMAN, SANDRA, (NMN) | DIRECTOR OF FINANCE & CHIEF ADMINISTRATIVE OFFICER | Na | yes | 01/2024 | Mar 20, 2024 | May 22, 2024 |
| KAMIN, DOUGLAS, ANDREW | CHIEF COMPLIANCE OFFICER | Na | yes | 11/2022 | Nov 30, 2022 | May 22, 2024 |
| NEJMEH, GREGORY, ABRAHAM | MEMBER (PARTNER, PRESIDENT & INVESTMENT STRATEGIST) | B | yes | 10/2007 | Feb 8, 2012 | May 22, 2024 |
| SEGALAS, HARRY, WILLIAM | MANAGING MEMBER (PARTNER & CHIEF INVESTMENT OFFICER) | C | yes | 06/2007 | Feb 8, 2012 | May 22, 2024 |
| DREIFUS, MARK, EVAN | DIRECTOR OF OPERATIONS | Na | no | 01/2024 | Mar 20, 2024 | May 22, 2024 |
| NORTON, PATTI, LYNN | DIRECTOR OF CLIENT SERVICE | Na | no | 01/2024 | Mar 20, 2024 | May 22, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $470M | $470M | 9 | 5 | 0 | n/a | n/a |
| 2024 | Feb 27, 2025 | $1.5B | $1.5B | 13 | 7 | 0 | n/a | n/a |
| 2023 | Mar 20, 2024 | $2.4B | $2.4B | 18 | 8 | 0 | 1 | $25.3M |
| 2022 | Mar 16, 2023 | $2.4B | $2.4B | 19 | 8 | 0 | 1 | $45.2M |
| 2021 | Mar 31, 2022 | $3.9B | $3.9B | 18 | 7 | 0 | 1 | $53.9M |
| 2020 | Mar 31, 2021 | $3.5B | $3.5B | 16 | 7 | 0 | 1 | $40.1M |
| 2019 | Mar 27, 2020 | $3.6B | $3.6B | 16 | 7 | 0 | n/a | n/a |
| 2018 | Mar 28, 2019 | $3.1B | $3.1B | 15 | 6 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $4.0B | $4.0B | 17 | 8 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $3.6B | $3.6B | 16 | 7 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $3.0B | $3.0B | 16 | 7 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $3.3B | $3.3B | 14 | 7 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $2.4B | $2.4B | 14 | 7 | n/a | n/a | n/a |
| 2012 | Mar 18, 2013 | $1.6B | $1.6B | 13 | 6 | n/a | n/a | n/a |
| 2011 | Feb 8, 2012 | $886M | $884M | n/a | n/a | 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 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $470M | $1.5B | -69.6% | $2.4B | -42.2% | 9 | 13 | 0 | 0 |