AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.4 |
Non-Discretionary | $0.0 |
Total | $0.4 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.4 |
Institutional | $0.0 |
Total | $0.4 |
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
8 active
Name | Title |
---|---|
HUBER, BRIAN | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER |
HOLMES, MICHAEL | PARTNER |
PASADYN, ALEX | PARTNER |
MAENG, JASON, JINHO | PARTNER |
FAMIGHETTI, PAUL, ANTHONY | ADVISOR |
GORELICK, RICHARD, BRIAN | ADVISOR |
DANDO, KIRK, ALAN | ADVISOR |
CHEN, ZHUO | PARTNER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $0.4 | $0.0 | 0% | 6 | 0 | 0% |
2025-04-21 | $0.4 | $0.0 | 0% | 6 | 0 | 0% |
2024-04-02 | $0.3 | $0.1 | 39% | 8 | -2 | -25% |
2023-04-04 | $0.3 | $0.1 | 22% | 9 | -3 | -33% |
2022-04-01 | $0.3 | $0.1 | 39% | 10 | -4 | -40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, TX-04/30/2021 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV