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CRD 332389
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FANG, YUHAN | Director | E | yes | 03/2023 | Aug 20, 2024 | Aug 28, 2024 |
| STEELE, HANNAH | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2024 | Aug 20, 2024 | Aug 28, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Aventura | FL | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 15, 2026 | $191M | $191M | 10 | 10 | 1 | n/a | n/a |
| 2024 | Feb 25, 2025 | $25.0M | $25.0M | 11 | 11 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $191M | $25.0M | 665.6% | n/a | n/a | 10 | 11 | 1 | 1 |