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CRD 151138
W. CONSHOHOCKEN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER CHARLES GECZY | n/a | W. CONSHOHOCKEN, PA | 16 | 18 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Bosacker, Alec, John | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2023 | Jan 20, 2023 | Aug 2, 2024 |
| GECZY, CHRISTOPHER, CHARLES | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | yes | 07/2009 | Nov 8, 2011 | Aug 2, 2024 |
| KITCHING, STEPHEN, RICHARD | MANAGING MEMBER/CHIEF OPERATING OFFICER | D | yes | 07/2009 | Nov 8, 2011 | Aug 2, 2024 |
| NEILIO, NICHOLAS | CHIEF FINANCIAL OFFICER | Na | yes | 11/2012 | Mar 30, 2015 | Aug 2, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FOREFRONT ANALYTICS, LLC | n/a | Mixed wealth | $679M | N | yes | n/a |
| KITCHING PARTNERS, LLC | n/a | Independent wealth | $646M | N | yes | n/a |
| FFSF (GP), LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 | $33.6M | $29.0M | 19 | 10 | 0 | n/a | n/a |
| 2024 | Mar 31, 2025 | $32.0M | $16.1M | 19 | 10 | 0 | n/a | n/a |
| 2023 | Apr 2, 2024 | $29.1M | $12.8M | 20 | 10 | 0 | n/a | n/a |
| 2022 | Mar 31, 2023 | $613M | $244M | 28 | 8 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $625M | $295M | 33 | 8 | 0 | n/a | n/a |
| 2020 | Mar 31, 2021 | $571M | $262M | 34 | 10 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $562M | $256M | 32 | 10 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $509M | $182M | 30 | 11 | 0 | n/a | n/a |
| 2017 | Mar 28, 2018 | $538M | $180M | 24 | 11 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $489M | $143M | 24 | 10 | n/a | n/a | n/a |
| 2015 | Mar 31, 2016 | $504M | $168M | 26 | 10 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $503M | $192M | 28 | 12 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $500M | $222M | 19 | 11 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $496M | $246M | 18 | 11 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $500M | $280M | 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 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $33.6M | $32.0M | 5.2% | $613M | -62.0% | 19 | 19 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FOREFRONT ANALYTICS, LLC | 3 | Dec 31, 2023 | May 4, 2022 | W CONSHOHOCKEN, PA | Firm absorbed | RIA to RIA | 75.0% |