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CRD 113798
BETHANY, OK
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 |
|---|---|---|---|---|---|---|
| GILLESPIE, JOHN, GRATON | Trustee | F | yes | 02/1996 | Feb 3, 2012 | Jul 28, 2016 |
| GILLESPIE, JOHN, GRATON | CHIEF COMPLIANCE OFFICER/PRESIDENT | Na | yes | 10/2007 | Feb 3, 2012 | Jul 28, 2016 |
| GILLESPIE, SUSAN, CELESTE | Trustee | F | yes | 02/1996 | Feb 3, 2012 | Jul 28, 2016 |
| THE JOHN G. AND S. CELESTE GILLESPIE REVOCABLE TRUST DATED FEBRUARY 2, 1996, JOHN G. GILLESPIE & S. CELESTE GILLESPIE, TRUSTEES | Owner | E | yes | 02/1996 | Feb 3, 2012 | Jul 28, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| INFO ACCESS INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Feb 5, 2016 | $71.1M | $70.0M | 6 | 3 | n/a | n/a | n/a |
| 2014 | Jan 28, 2015 | $94.6M | $89.7M | 8 | 5 | n/a | n/a | n/a |
| 2013 | Jan 28, 2014 | $95.0M | $93.4M | 8 | 5 | n/a | n/a | n/a |
| 2012 | Feb 12, 2013 | $118M | $117M | 11 | 6 | n/a | n/a | n/a |
| 2011 | Feb 3, 2012 | $95.9M | $92.0M | 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 | $71.1M | $94.6M | -24.8% | $118M | -15.6% | 6 | 8 | n/a | n/a |