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CRD 169007
LOS ALTOS, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| S••••••• C•••••• I••••••••• I••••••••• L••• | Hedge Fund | $495M | Jun 4, 2024 | 9 | Mar 30, 2020 | reported | 021-342436 |
| S••••••• C•••••• I••••••••• L••• | Hedge Fund | $356M | Jun 4, 2024 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••••• H•••••••• W••••• | MANAGING MEMBER | E | yes | 03/2013 | Sep 12, 2018 | Jun 4, 2024 |
| R••••••••• J•••• C•••• | SPECIAL MEMBER, CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | B | yes | 03/2013 | Sep 12, 2018 | Jun 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| S••••••• C•••••• G• L•• | n/a | n/a | n/a | N | yes | n/a |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.3B | 7.0% | $509M | 38.2% | 7 | 6 | 1 | 1 |
| 66 |
| Oct 29, 2013 |
| reported |
| 021-202906 |
| S••••••• C•••••• S•• I• L•• | Other Private Fund | $20.6M | Mar 13, 2023 | 6 | Sep 12, 2018 | dropped | 021-310966 |
| $1.3B |
| $1.3B |
| 7 |
| 4 |
| 1 |
| 4 |
| n/a |
| 2024 | Feb 25, 2025 | $1.3B | $1.3B | 6 | 4 | 1 | 4 | n/a |
| 2023 | Feb 20, 2024 | $921M | $921M | 6 | 4 | 1 | 2 | $851M |
| 2022 | Mar 13, 2023 | $509M | $509M | 6 | 4 | 2 | 3 | $462M |
| 2021 | Mar 24, 2022 | $1.1B | $1.1B | 6 | 4 | 2 | 3 | $985M |
| 2020 | Mar 18, 2021 | $765M | $765M | 5 | 4 | 3 | 3 | $607M |
| 2019 | Mar 30, 2020 | $376M | $376M | 4 | 3 | 3 | 3 | $270M |
| 2018 | Mar 30, 2019 | $148M | $148M | 3 | 2 | 2 | 2 | $96.7M |