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A••••••••• G••••• I••••••••• S•••••••S LLC, CRD 143002
PLANO, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-07-23 (filing); first seen by DFX 2026-09-15.
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 |
|---|---|---|---|---|---|---|
| M•••• I••••••••• T••••••••• L•• | SOLE LLC MEMBER | E | yes | 01/2007 | Mar 26, 2012 | Jul 16, 2024 |
| M••••••••• A•••• S••••••••• | LLC MEMBER, CO-FOUNDER | C | yes | 12/2012 | Mar 26, 2012 | Jul 16, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0 | $1.4B | -100.0% | $2.4B | n/a | 4 | 4 | 1 | 0 |
| CLIENT PORTFOLIO MANAGER, LLC MANAGER |
| Na |
| yes |
| 04/2013 |
| Mar 26, 2012 |
| Jul 16, 2024 |
| M••••••••• S•••••• P••••••••• | LLC MEMBER, CHIEF EXECUTIVE OFFICER | C | yes | 08/2002 | Mar 26, 2012 | Jul 16, 2024 |
| M••••••••• S•••••• P••••••••• | CHIEF COMPLIANCE OFFICER, CEO, CO-CIO, LLC MANAGER | Na | yes | 01/2009 | Mar 26, 2012 | Jul 16, 2024 |
| N••••••••• H••••• | CO-CIO & HEAD OF PORTFOLIO MANAGEMENT | Na | no | 03/2010 | Mar 26, 2012 | Jul 16, 2024 |
| Feb 26, 2025 |
| $1.4B |
| $0 |
| 4 |
| 4 |
| 0 |
| n/a |
| n/a |
| 2023 | Mar 18, 2024 | $1.4B | $0 | 4 | 4 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $2.6B | $1.2B | 4 | 4 | 0 | n/a | n/a |
| 2021 | Mar 23, 2022 | $2.4B | $1.1B | 4 | 4 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $1.8B | $1.4B | 5 | 5 | 0 | n/a | n/a |
| 2019 | Mar 20, 2020 | $2.5B | $2.5B | 5 | 5 | 0 | n/a | n/a |
| 2018 | Mar 5, 2019 | $2.2B | $2.2B | 5 | 5 | 0 | n/a | n/a |
| 2017 | Mar 13, 2018 | $2.2B | $2.2B | 5 | 5 | 0 | n/a | n/a |
| 2016 | Mar 16, 2017 | $2.0B | $2.0B | 5 | 5 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $2.1B | $2.1B | 5 | 5 | n/a | n/a | n/a |
| 2014 | Mar 27, 2015 | $1.2B | $1.2B | 4 | 4 | n/a | n/a | n/a |
| 2013 | Mar 24, 2014 | $300M | $300M | 5 | 5 | n/a | n/a | n/a |
| 2012 | Mar 22, 2013 | $500M | $500M | 6 | 5 | n/a | n/a | n/a |
| 2011 | Mar 26, 2012 | $140M | $140M | n/a | n/a | n/a | n/a | n/a |