AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.2 |
Non-Discretionary | $0.0 |
Total | $1.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.2 |
Institutional | $0.0 |
Total | $1.2 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
7RIDGE INVESTMENTS 3 (GP) LIMITED | $0.0 | - | |
7RIDGE INVESTMENT 1 (GP) LIMITED | $0.0 | - | |
7RIDGE INVESTMENTS 2 (GP) LIMITED | $0.0 | - | |
7RIDGE INVESTMENTS 5 (GP) LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
4 active
Name | Title |
---|---|
KENGETER, CARSTEN, NORBERT | CHIEF EXECUTIVE OFFICER |
AUGUSTSSON, ANNA, VERONICA | DIRECTOR |
FURRER-LECH, CATHARINE, LOUISE | DIRECTOR |
HAFNER, RALF, FLORIAN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $1.2 | $0.0 | 0% | 10 | 0 | 0% |
2025-04-21 | $1.2 | $0.0 | 0% | 10 | 0 | 0% |
2024-04-02 | $0.9 | $0.3 | 29% | 9 | 1 | 11% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV