AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $18.8 |
Non-Discretionary | $0.0 |
Total | $18.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $18.8 |
Institutional | $0.0 |
Total | $18.8 |
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 |
---|---|---|---|
DEER FORGE & CO. L.P. | $0.0 | - | |
DEER INDIA & CO. LP | $0.0 | - | |
BESSEMER VENTURE PARTNERS MANAGEMENT CO. LTD. | $0.0 | - | |
DEER VIII & CO. L.P. | $0.0 | - | |
DEER X & CO. L.P. | $0.0 | - | |
BVP ISRAEL INVESTORS LIMITED | $0.0 | - | |
DEER VI & CO. LLC | $0.0 | - | |
DEER IX & CO. L.P. | $0.0 | - | |
REED INDIA CONSULTING LLP | $0.0 | - | |
BESSEMER VENTURE PARTNERS SG I GP LLC | $0.0 | - | |
BVP INDIA INVESTORS PRIVATE LIMITED | $0.0 | - | |
BVP HONG KONG LIMITED | $0.0 | - | |
DEER XI & CO. L.P. | $0.0 | - | |
CLOUD ALL STAR FUND GP, LLC | $0.0 | - | |
DEER VII & CO. L.P. | $0.0 | - | |
DEER XII & CO. L.P. | $0.0 | - | |
BVP UK & EUROPE INVESTORS LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
14 active
Name | Title |
---|---|
LEVINE, JEREMY, SETH | MANAGING MEMBER |
GOODMAN, ROBERT, PAUL | MANAGING MEMBER |
DEETER, BYRON, BAUER | MANAGING MEMBER |
COWAN, DAVID, JORDAN | MANAGING MEMBER |
GRIPPO, SANDRA, (NMN) | CHIEF OPERATING OFFICER AND MANAGING MEMBER |
RING, SCOTT, SHERMAN | GENERAL COUNSEL, CHIEF STRATEGY OFFICER, AND MANAGING MEMBER |
FISHER, ADAM, RALPH | MANAGING MEMBER |
KRAUS, STEPHEN | MANAGING MEMBER |
KURZWEIL, ETHAN | MANAGING MEMBER |
FERRARA, ALEX, ROBERT | MANAGING MEMBER |
FEINSTEIN, BRIAN | MANAGING MEMBER |
BUKHSBAUM, JACOB | CHIEF COMPLIANCE OFFICER AND COUNSEL |
BENNETT, RICHARD, KENT | MANAGING MEMBER |
BYRNE, SARA | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $18.8 | $0.0 | 0% | 169 | 0 | 0% |
2025-04-21 | $18.8 | $0.0 | 0% | 169 | 0 | 0% |
2024-04-02 | $18.3 | $0.5 | 3% | 220 | -51 | -23% |
2023-04-04 | $19.7 | -$0.9 | -4% | 209 | -40 | -19% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, CA-06/14/2022, MA-06/14/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV