WOODLOCK HOUSE FAMILY CAPITAL
WOODLOCK FAMILY CAPITAL MANAGEMENT, LLC Legal Name
Adviser information for WOODLOCK HOUSE FAMILY CAPITAL last updated from Form ADV on March 1st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Maryland, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | – |
|---|---|
| Compensation | – |
Principal Office
4045 LOMAR DRIVEMOUNT AIRY
MD
United States
Monday - Friday, 8 AM TO 5 PM
Tel: 240-644-8169, Fax: None
Chief Compliance Officer
NoneIndustry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WOODLOCK FAMILY CAPITAL, L.P. | Hedge Fund | $143.1M | $1.0M | 32 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WOODLOCK ADVISORY, LLC | Domestic Entity | – | MANAGER | 10/2018 | 50-75% |
| Mayer, Christopher, William | Individual | – | MANAGER | 10/2018 | < 5% |
| MONUMENT & CATHEDRAL HOLDINGS, LLC | Domestic Entity | – | MEMBER | 10/2018 | 50-75% |
| MONUMENT & CATHEDRAL HOLDINGS, INC. | Domestic Entity | MONUMENT & CATHEDRAL HOLDINGS, LLC | SOLE MEMBER | 12/2002 | > 75% |
| ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST | Domestic Entity | MONUMENT & CATHEDRAL HOLDINGS, INC. | CLASS B SHAREHOLDER | 01/2019 | 50-75% |
| Bonner, William, R | Individual | ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST | TRUSTEE | 01/2019 | |
| Bonner, William, W | Individual | ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST | TRUSTEE | 01/2019 | |
| Bonner, Maria, Shepherd | Individual | ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST | TRUSTEE | 01/2019 | |
| DeCampo, Margaret | Individual | ELIZABETH W.P. BONNER ELECTING SMALL BUSINESS TRUST | TRUSTEE | 01/2019 | |
| Mayer, Christopher, William | Individual | WOODLOCK ADVISORY, LLC | MANAGER | 01/2018 |