AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.5 |
Non-Discretionary | $0.0 |
Total | $0.5 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.5 |
Institutional | $0.0 |
Total | $0.5 |
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 | 38% | $0.0 |
Other | 62% | $0.0 |
Total | 100% | $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 |
---|---|---|---|
ANDALUSIAN PRIVATE CAPITAL, LP | $1.7 | 313032 | |
ANDALUSIAN SPV II GP, LP | $0.0 | - | |
ANDALUSIAN SPV I GP, LP | $0.0 | - | |
ANDALUSIAN ADVISORY, LP | $0.0 | - | |
ANDALUSIAN SPV III GP, LP | $0.0 | - | |
ANDALUSIAN SPV IV GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
16 active
Name | Title |
---|---|
RIZZO, CARL, MARION | CHIEF COMPLIANCE OFFICER |
SAVASTA, NICHOLAS, JOSEPH | MEMBER |
KAPLAN, JEFFREY, LOUIS | MEMBER |
ESTEVES, ANDRE, SANTOS | SHAREHOLDER |
SALLOUTI, ROBERTO, BALLS | SHAREHOLDER |
OLSON, TERRENCE, WILLIAM | 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 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
2025-04-21 | $0.5 | $0.0 | 0% | 16 | 0 | 0% |
2024-04-02 | $0.0 | $0.5 | 54529% | 15 | 1 | 7% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-10/22/2024 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV