RFMC WILLOWBRIDGE FUND LP

Profile

Company Names

RFMC WILLOWBRIDGE FUND LP
RFMC TACTICAL ADVISORS FUND, LP
BRIDGETON TACTICAL ADVISORS FUND, LP

Addresses

4647 SAUCON CREEK ROAD, SUITE 205, CENTER VALLEY, PA 18034

7535 WINDSOR DRIVE, SUITE 205, ALLENTOWN, PA 18195

4 BENEDEK ROAD, PRINCETON, NJ 08540

Phone Numbers

6099210717
610-366-3922

 

Entity Type:

LIMITED PARTNERSHIP

Industry:

OTHER INVESTMENT FUND

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$126,336,164.00

Number of Funding Rounds:

1
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
1
1986-04-21 
$126,336,164.00 
$200,000,000.00 
$73,663,836.00 
 
People
First Name
Middle Name
Last Name
Titles
Related Companies
ROBERT 
L. 
LERNER 
EXECUTIVE OFFICER, DIRECTOR
RFMC WILLOWBRIDGE FUND LP   |  RFMC GLOBAL DIRECTIONAL FUND LP   |  RFMC TACTICAL ADVISORS FUND, LP   |  DPT STOCKTON FUND LLC
STEPHEN 
J. 
ROSEME 
EXECUTIVE OFFICER, DIRECTOR
BRIDGETON GLOBAL DIRECTIONAL FUND, LP   |  BRIDGETON TACTICAL ADVISORS FUND, LP   |  ENDEAVOR EMERGING OPPORTUNITIES FUND, LP
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
2014-11-25
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2013-11-27
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2012-10-18
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2011-05-12
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2011-03-29
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2010-06-09
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2010-04-15
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
2009-06-08
D/A
Link
OTHER INVESTMENT FUND 
SECURITY + COMMODITY BROKERS, DEALERS, EXCHANGES + SERVICES [6200] 
 
 
1986-04-21 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
SANDERS MORRIS HARRIS INC.
20580
SANDERS MORRIS HARRIS INC.
20580
FSC SECURITIES CORPORATION
7461
FSC SECURITIES CORPORATION
7461
H. BECK, INC.
1763
H. BECK, INC.
1763
MULTI-FINANCIAL SECURITIES CORPORATION
10299
MULTI-FINANCIAL SECURITIES CORPORATION
10299
UHLMANN PRICE SECURITIES, LLC
42854
UHLMANN PRICE SECURITIES, LLC
42854
INTERCAROLINA FINANCIAL SERVICES, INC.
19475
INTERCAROLINA FINANCIAL SERVICES, INC.
19475
WELLS FARGO ADVISORS, LLC
19616
WELLS FARGO ADVISORS, LLC
19616
BFT FINANCIAL GROUP, LLC
109121
BFT FINANCIAL GROUP, LLC
109121
PRIMEVEST FINANCIAL SERVICES, INC.
15340
PRIMEVEST FINANCIAL SERVICES, INC.
15340
PAVEK INVESTMENTS, INC.
15791
PAVEK INVESTMENTS, INC.
15791
POLAR INVESTMENT COUNCIL
42847
POLAR INVESTMENT COUNCIL
42847
THE STRATEGIC FINANCIAL ALLIANCE, INC.
126514
THE STRATEGIC FINANCIAL ALLIANCE, INC.
126514
PACIFIC WEST SECURITIES, INC.
6390
PACIFIC WEST SECURITIES, INC.
6390
VFG SECURITIES, INC.
15121
VFG SECURITIES, INC.
15121
HERITAGE FINANCIAL SYSTEMS INC.
133019
HERITAGE FINANCIAL SYSTEMS INC.
133019
GENEOS WEALTH MANAGEMENT, INC.
120894
GENEOS WEALTH MANAGEMENT, INC.
12089
THOMAS MCDONALD PARTNERS, LLC
135414
THOMAS MCDONALD PARTNERS, LLC
135414
ALTERNATIVE WEALTH STRATEGIES, INC.
130933
ALTERNATIVE WEALTH STRATEGIES, INC.
130933
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
FIRST ALLIED SECURITIES, INC.
32444
FIRST ALLLIED SECURITIES, INC.
32444
TRICOR FINANCIAL, LLC
142518
TRICOR FINANCIAL, LLC
142518
THE (WILSON) WILLIAMS FINANCIAL GROUP, INC.
22704
THE (WILSON) WILLIAMS FINANCIAL GROUP, INC.
22704
NAPLES AIS, INC.
142927
NAPLES AIS, INC.
142927
SCF SECURITIES, INC.
47275
SCF SECURITIES, INC.
47275
C.K. COOPER + COMPANY, INC.
106578
C.K. COOPER + COMPANY, INC.
106578
SILVER OAK SECURITIES, INCORPORATED
46947
SILVER OAK SECURITIES, INCORPORATED
46947
STEVEN A. KOHN + ASSOCIATES, LTD.
41067
STEVEN A. KOHN + ASSOCIATES, LTD
41067
CAPITAL GUARDIAN, LLC
137919
CAPITAL GUARDIAN, LLC
137919
STERLING ENTERPRISE GROUP, INC.
44915
STERLING ENTERPRISE GROUP, INC.
44915
PURSHE KAPLAN STERLING
35747
PURSHE KAPLAN STERLING
35747
BROKERSXPRESS, LLC
127081
JOHN T. STUDNICKY
1722691
VSR FINANCIAL SERVICES, INC.
14503
VSR FINANCIAL SERVICES, INC.
14503
MIDAMERICA FINANCIAL SERVICES, INC.
47351
MIDAMERICA FINANCIAL SERVICES, INC.
47351
E.D. + F. MAN
15770
E.D. + F. MAN
15770
CAPITAL MANAGEMENT PARTNERS, INC.
21973
CAPITAL MANAGEMENT PARTNERS, INC.
21973
SECURITIES AMERICA, INC.
10201
RYAN Y. POAGE
2931221
SECURITIES AMERICA, INC.
10205
JOSEPH A. GUNTHER
1822022
MULTI-FINANCIAL SECURITIES CORPORATION
10299
MULTI-FINANCIAL SECURITIES CORPORATION
10299
NATIONAL FINANCIAL SERVICES, LLC
13041
NATIONAL FINANCIAL SERVICES, LLC
13041
CHARLES SCHWAB + CO., INC.
5393
CHARLES SCHWAB + CO., INC.
5393
THE STRATEGIC FINANCIAL ALLIANCE, INC.
126514
THE STRATEGIC FINANCIAL ALLIANCE, INC.
126514
FUTURES INVESTMENT COMPANY
42402
FUTURES INVESTMENT COMPANY
42402
GENEOS WEALTH MANAGEMENT, INC.
120894
GENEOS WEALTH MANAGEMENT, INC.
12089
FIRST ALLIED SECURITIES, INC.
32444
JAMES LUIPPOLD
3031318
FIRST ALLIED SECURITIES, INC.
32444
SEAN AGAHI
2448745
SECURITIES AMERICA, INC.
10205
SECURITIES AMERICA, INC.
10205
CAPITAL GUARDIAN, LLC
137919
CAPITAL GUARDIAN, LLC
137919
NATIONAL FINANCIAL SERVICES, LLC
13041
NATIONAL FINANCIAL SERVICES, LLC
13041
CHARLES SCHWAB + CO., INC.
5393
CHARLES SCHWAB + CO., INC.
5393
WELLS FARGO ADVISORS FINANCIAL NETWORKS, LLC
11025
DAVID GALLINA
1174223
BFT FINANCIAL GROUP, LLC
109121
MICHAEL MILLS
3049166
POLAR INVESTMENT COUNCIL
42847
MIKE VANMAARTH
2446907
PACIFIC WEST SECURITIES, INC.
6390
KENNETH KIDD
2545704
PACIFIC WEST SECURITIES, INC.
6390
DAVID PETERSON
711464
HERITAGE FINANCIAL SYSTEMS INC.
133019
BRIAN LUREEN
1613204
GENEOS WEALTH MANAGEMENT, INC.
120894
DORANN HURLEY
1782641
GENEOS WEALTH MANAGEMENT, INC.
120894
MEGAN SCHNEIDER
4458332
GENEOS WEALTH MANAGEMENT
120894
RICHARD BRAVERMAN
1023227
THOMAS MCDONALD PARTNERS, LLC
135414
RICHARD SIMKUS
1269936
THOMAS MCDONALD PARTNERS, LLC
135414
WILLIAM D. JOHNSON JR.
1029862
ALTERNATIVE WEALTH STRATEGIES, INC.
130933
JAMES GAUL
218833
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
JOHN BODNAR III
1056585
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
BRENDAN KELLY
2208036
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
BRENT COCHRAN
2361173
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
MICHAEL LYTLE
2471291
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
LAWRENCE WEINER
2862071
STERLING ENTERPRISES GROUP, INC.
44915
MARCUS RENSLOW
2698685
FIRST ALLIED SECURITIES, INC.
32444
JAMES LUIPPOLD
3031318
PURSHE KAPLAN STERLING INVESTMENTS
35747
JOHN L. VALENTINE
1495420
SECURITIES AMERICA, INC.
10205
JOSEPH GUNTHER
1822022
SECURITIES AMERICA, INC.
10205
DELORES MARTINI
1295772
TRICOR FINANCIAL, LLC
142518
JOHN BARRAGAN
2941942
TRICOR FINANCIAL, LLC
142518
FRANK AGUILAR
2296920
TRICOR FINANCIAL, LLC
142518
ELIZABETH DELGADO-SCHUETZE
4501355
TRICOR FINANCIAL, LLC
142518
JASON GAROFALO
3008935
THE (WILSON) WILLIAMS FINANCIAL GROUP, INC. (A/K/A WFG INVESTMENTS, INC.)
22704
BRUCE WORKMAN
846702
STEVEN A. KOHN + ASSOCIATES, LTD.
41067
STEVEN A. KOHN + ASSOCIATES, LTD.
41067
WELLS FARGO ADVISORS, LLC (F/K/A) WACHOVIA SECURITIES LLC
19616
DAVID GALLINA
1174223
BFT FINANCIAL GROUP, LLC (F/K/A/) BUTLER, FREEMAN, TALLY FINANCIAL GROUP, LLC
109121
MICHAEL MILLS
3049166
PRIMEVEST FINANCIAL SERVICES, INC.
15340
ANTHONY LOSH
3135771
POLAR INVESTMENT COUNCIL
42847
MIKE VANMAARTH
2446907
PACIFIC WEST SECURITIES, INC.
6390
KENNETH KIDD
2545704
PACIFIC WEST SECURITIES, INC.
6390
DAVID PETERSON
711464
HERITAGE FINANCIAL SYSTEMS INC.
133019
BRIAN LUREEN
1613204
GENEOS WEALTH MANAGEMENT, INC.
120894
DORRAN HURLEY
1782641
GENEOS WEALTH MANAGEMENT, INC.
120894
MEGAN SCHNEIDER
4458332
GENEOS WEALTH MANAGEMENT, INC.
120894
RICHARD BRAVERMAN
1023227
AMERICAN SECURITIES GROUP, INC.
43730
RICHARD SIMKUS
1269936
AMERICAN SECURITIES GROUP, INC.
43730
WILLIAM JOHNSON
1029862
ALTERNATIVE WEALTH STRATEGIES, INC.
130933
STEVEN KLEIN
1940551
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
JOHN BODNAR III
1056585
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
BRENDAN KELLY
2208036
CAMBRIDGE INVESTMENT RESEARCH, INC.
39543
BRENT COCHRAN
2361173
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
MICHAEL LYTLE
2471291
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
LAWRENCE WEINER
2862071
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
18487
MARCUS RENSLOW
2698685
SECURITIES AMERICA, INC.
10205
JOHN VALENTINE
1495420
SECURITIES AMERICA, INC.
10205
JOSEPH GUNTHER
1822022
SECURITIES AMERICA, INC.
10205
DELORES MARTINI
1295772
TRICOR FINANCIAL, LLC
142518
ELIZABETH DEGADO-SCHUETZE
4501355
THE (WILSON) WILLIAMS FINANCIAL GROUP, INC. (A/K/A WFG INVESTMENTS, INC.)
22704
BRUCE WORKMAN
846702