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CRD 332949
VERO BEACH, FL
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 |
|---|---|---|---|---|---|---|
| HAND, JOSEPH, CAMPBELL | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | D | yes | 08/2024 | Aug 23, 2024 | Aug 23, 2024 |
| MCMANUS, GERALDINE, FRANCES | CO-FOUNDER AND MANAGING MEMBER | D | yes | 08/2024 | Aug 23, 2024 | Aug 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $706M | $706M | 7 | 4 | 1 | 2 | n/a |
| 2024 | Jan 21, 2025 | $578M | $578M | 7 | 4 | 1 | 2 | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $706M | $578M | 22.1% | n/a | n/a | 7 | 7 | 1 | 1 |