AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| 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 |
|---|---|---|---|
| J.P. MORGAN INVESTMENT MANAGEMENT INC. | $2,985.3 | 107038 | |
| JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $386.0 | 135960 | |
| J.P. MORGAN SECURITIES LLC | $352.6 | broker-dealer | 79 |
| BEAR STEARNS FOF II ASSET MANAGEMENT LLC | $0.0 | - | |
| BEAR STEARNS FOF ASSET MANAGEMENT LLC | $0.0 | - | |
| CGC GP II, LLC | $0.0 | - | |
| BEAR STEARNS ACCESS FUND MANAGEMENT LLC | $0.0 | - | |
| BEAR STEARNS PRIVATE OPPORTUNITY VENTURES MANAGEMENT LLC | $0.0 | - | |
| BEAR STEARNS VENTURES MANAGEMENT LLC | $0.0 | - | |
| BEAR STEARNS ACCESS FUND III MANAGEMENT LLC | $0.0 | - | |
| BEAR STEARNS ACCESS FUND II MANAGEMENT LLC | $0.0 | - | |
| JPMORGAN CHASE BANK, N.A. | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
| Name | Title |
|---|---|
| O'COMHRAI, RONAN, PADRAIG | CHIEF LEGAL OFFICER |
| HILDENBRAND, ERIC, KARL | CHIEF COMPLIANCE OFFICER/EXECUTIVE DIRECTOR |
| BERELOWITZ, GAVIN | DIRECTOR / MANAGING DIRECTOR |
| WITHELDER, RONALD, J | DIRECTOR |
| CAMPBELL-JAMES, MARK | DIRECTOR / CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.0 | $0.0 | 0% | 7 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 7 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | -100% | 6 | 1 | 17% |
| 2023-04-04 | $0.1 | -$0.1 | -100% | 6 | 1 | 17% |
| 2022-04-01 | $0.1 | -$0.1 | -100% | 6 | 1 | 17% |
| 2021-04-05 | $0.1 | -$0.1 | -100% | 9 | -2 | -22% |
| 2020-04-01 | $0.1 | -$0.1 | -100% | 10 | -3 | -30% |
| 2019-04-01 | $0.2 | -$0.2 | -100% | 10 | -3 | -30% |
| 2018-04-02 | $0.2 | -$0.2 | -100% | 10 | -3 | -30% |
| 2017-04-01 | $0.4 | -$0.4 | -100% | 2 | 5 | 250% |
| 2016-04-01 | $1.2 | -$1.2 | -100% | 12 | -5 | -42% |
| 2015-04-01 | $1.4 | -$1.4 | -100% | 12 | -5 | -42% |
| 2014-04-01 | $1.5 | -$1.5 | -100% | 12 | -5 | -42% |
| 2013-04-01 | $1.1 | -$1.1 | -100% | 12 | -5 | -42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV