AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $6.4 |
Non-Discretionary | $0.0 |
Total | $6.4 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $6.4 |
Institutional | $0.0 |
Total | $6.4 |
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 |
---|---|---|---|
AE INDUSTRIAL PARTNERS AEROSPACE LEASING FUND II GP, LP | $0.0 | - | |
AE INDUSTRIAL HORIZONX VENTURE FUND II, GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS EXTENDED VALUE FUND GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS FUND I GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS FUND II GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS AEROSPACE OPPORTUNITIES GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I GP, LP | $0.0 | - | |
AE-GJC CO-INVEST FUNDING GP, LLC | $0.0 | - | |
AE INDUSTRIAL HORIZONX VENTURE FUND I, GP, LP | $0.0 | - | |
AE INDUSTRIAL PARTNERS FUND III GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
16 active
Name | Title |
---|---|
GREENE, MICHAEL, ROBERT | MANAGING PARTNER, MANAGING MEMBER, LIMITED PARTNER |
ROWE, DAVID, HENRY | MANAGING PARTNER, MANAGING MEMBER, LIMITED PARTNER |
ERICKSON, LEANNE, ELLEN | CHIEF COMPLIANCE OFFICER |
KLAFTER, MELISSA, RAE | CHIEF FINANCIAL OFFICER |
COMPTON, CHARLES | MANAGING PARTNER |
NEMO, JON | MANAGING PARTNER |
KIRK, KONERT | MANAGING PARTNER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $6.4 | $0.0 | 0% | 74 | 0 | 0% |
2025-04-21 | $6.4 | $0.0 | 0% | 74 | 0 | 0% |
2024-04-02 | $6.2 | $0.2 | 3% | 52 | 22 | 42% |
2023-04-04 | $5.6 | $0.8 | 15% | 52 | 22 | 42% |
2022-04-01 | $4.9 | $1.5 | 30% | 52 | 22 | 42% |
2021-04-05 | $3.3 | $3.1 | 94% | 41 | 33 | 80% |
2020-04-01 | $3.2 | $3.2 | 100% | 33 | 41 | 124% |
2019-04-01 | $2.9 | $3.5 | 120% | 23 | 51 | 222% |
2018-04-02 | $1.9 | $4.5 | 236% | 20 | 54 | 270% |
2017-04-01 | $1.0 | $5.4 | 510% | 17 | 57 | 335% |
2016-04-01 | $0.7 | $5.7 | 844% | 14 | 60 | 429% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
FL, DC-03/31/2025, FL-04/21/2015 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV