DFX Intelligence
Data Factory
Reading the graph
Reading the graph
SITZMANN LAVIS WHITE, LLC, CRD 146478
LAFAYETTE, CA
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 |
|---|---|---|---|---|---|---|
| LAVIS, WILLIAM, HENRY | Owner | C | yes | 12/2011 | Dec 16, 2011 | Mar 23, 2016 |
| POWELSON, JANET, JORDAN | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2007 | Dec 16, 2011 | Mar 23, 2016 |
| SITZMANN, MATTHEW, MCLAIN | Owner | C | yes | 10/2007 | Dec 16, 2011 | Mar 23, 2016 |
| WHITE, NATHAN, DAVID | MANAGING PRINCIPAL, MEMBER | B | yes | 10/2007 | Dec 16, 2011 | Mar 23, 2016 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 23, 2016 | n/a | n/a | 8 | 2 | n/a | n/a | n/a |
| 2014 | Jan 28, 2015 | $290M | $0 | 9 | 3 | n/a | n/a | n/a |
| 2013 | Feb 19, 2014 | $366M | $0 | 10 | 3 | n/a | n/a | n/a |
| 2012 | Mar 11, 2013 | $105M | $0 | 3 | 1 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $112M | $0 | n/a | n/a | 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 | n/a | $290M | n/a | $105M | n/a | 8 | 9 | n/a | n/a |