AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.3 |
| Total | $0.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.9 |
| Institutional | $0.0 |
| Total | $0.9 |
| 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 |
|---|---|---|---|
| TEACHERS ADVISORS, LLC | $403.0 | 107157 | |
| TIAA-CREF INVESTMENT MANAGEMENT LLC | $271.4 | 107168 | |
| NUVEEN ASSET MANAGEMENT, LLC | $259.9 | 155584 | |
| NUVEEN FUND ADVISORS, LLC | $162.6 | 104626 | |
| NUVEEN ALTERNATIVES ADVISORS LLC | $137.1 | 160255 | |
| CHURCHILL ASSET MANAGEMENT LLC | $47.1 | 175092 | |
| WINSLOW CAPITAL MANAGEMENT LLC | $27.2 | 106940 | |
| GRESHAM INVESTMENT MANAGEMENT LLC | $6.8 | 134392 | |
| CHURCHILL DLC ADVISOR LLC | $2.1 | 304945 | |
| NUVEEN AGRIBUSINESS FUND III GP LLC | $0.0 | - | |
| AGR PARTNERS RBIC GP PARTNERS LLC | $0.0 | - | |
| AGR SPECIAL OPPORTUNITIES GP, LLC | $0.0 | - | |
| TGAM AGRIBUSINESS FUND GP LLC | $0.0 | - | |
| NUVEEN SINGAPORE PRIVATE LTD | $0.0 | - | |
| NUVEEN ASSET MANAGEMENT EUROPE SARL | $0.0 | - | |
| TEACHERS INSURANCE AND ANNUITY ASSOCIATION OF AMERICA | $0.0 | - | |
| GLENNMONT PARTNERS I LIMITED | $0.0 | - | |
| CLEAN ENERGY PARTNERS LLP | $0.0 | - | |
| GLENNMONT ASSET MANAGEMENT LIMITED | $0.0 | - | |
| NUVEEN SECURITIES, LLC | $0.0 | broker-dealer | 469 |
| NUVEEN MANAGEMENT AIFM LIMITED | $0.0 | 283854 | |
| WESTCHESTER GROUP REAL ESTATE, INC. | $0.0 | - | |
| NUVEEN INVESTMENT MANAGEMENT INTERNATIONAL LIMITED | $0.0 | - | |
| AGR AG INFRASTRUCTURE GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
12 active
| Name | Title |
|---|---|
| KNUDSEN, EJNAR, ARCH | CHIEF EXECUTIVE OFFICER |
| TAYLOR, CHRISTINE, JULIETTE | VICE PRESIDENT |
| MASTERS, DANIEL, MORRIS | PARTNER |
| ATKINSON, KEITH, FREDERICK | ASSISTANT SECRETARY, MANAGING ASSOCIATE GENERAL COUNSEL |
| SAND, WESLEY, DAVID | CHIEF OPERATING OFFICER |
| MARTINEK, RYAN, CHRISTOPHER | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.9 | $0.0 | 0% | 13 | 0 | 0% |
| 2025-04-21 | $0.9 | $0.0 | 0% | 13 | 0 | 0% |
| 2024-04-02 | $1.1 | -$0.2 | -22% | 10 | 3 | 30% |
| 2023-04-04 | $1.1 | -$0.2 | -19% | 11 | 2 | 18% |
| 2022-04-01 | $0.6 | $0.3 | 49% | 12 | 1 | 8% |
| 2021-04-05 | $0.6 | $0.3 | 40% | 11 | 2 | 18% |
| 2020-04-01 | $0.4 | $0.5 | 143% | 12 | 1 | 8% |
| 2019-04-01 | $0.4 | $0.5 | 139% | 13 | 0 | 0% |
| 2018-04-02 | $0.3 | $0.6 | 210% | 11 | 2 | 18% |
| 2017-04-01 | $0.2 | $0.6 | 273% | 8 | 5 | 62% |
| 2016-04-01 | $0.2 | $0.7 | 483% | 13 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| IL, CA-03/16/2016, IL-07/12/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV