AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $3.5 |
| Non-Discretionary | $0.0 |
| Total | $3.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.5 |
| Institutional | $0.0 |
| Total | $3.5 |
| 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 | 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 |
|---|---|---|---|
| AQR CAPITAL MANAGEMENT, LLC | $160.5 | 111883 | |
| CNH PRINCIPAL PARTNERS I, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
17 active
| Name | Title |
|---|---|
| MITCHELL, MARK, L | MEMBER, PRINCIPAL |
| PULVINO, TODD | PRINCIPAL, PRINCIPAL |
| ASNESS, CLIFFORD, SCOTT | PRINCIPAL, MEMBER |
| KABILLER, DAVID, GARY | PRINCIPAL |
| LIEW, JOHN, MIHN SOO | PRINCIPAL |
| BRYANT, ROBERT, FISK | PRINCIPAL |
| WILLCOX, HERBERT, JAMES | 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 | $3.5 | $0.0 | 0% | 15 | 0 | 0% |
| 2025-04-21 | $3.5 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $2.8 | $0.6 | 21% | 15 | 0 | 0% |
| 2023-04-04 | $3.0 | $0.4 | 13% | 13 | 2 | 15% |
| 2022-04-01 | $3.1 | $0.4 | 12% | 14 | 1 | 7% |
| 2021-04-05 | $3.1 | $0.3 | 11% | 15 | 0 | 0% |
| 2020-04-01 | $3.7 | -$0.2 | -6% | 17 | -2 | -12% |
| 2019-04-01 | $4.3 | -$0.8 | -19% | 17 | -2 | -12% |
| 2018-04-02 | $5.5 | -$2.1 | -38% | 16 | -1 | -6% |
| 2017-04-01 | $6.5 | -$3.0 | -47% | 14 | 1 | 7% |
| 2016-04-01 | $13.2 | -$9.7 | -74% | 14 | 1 | 7% |
| 2015-04-01 | $13.4 | -$9.9 | -74% | 13 | 2 | 15% |
| 2014-04-01 | $11.4 | -$7.9 | -70% | 12 | 3 | 25% |
| 2013-04-01 | $8.1 | -$4.7 | -57% | 12 | 3 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CT, CT-08/23/2004 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV