AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $90.9 |
Non-Discretionary | $1.4 |
Total | $92.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $85.4 |
Institutional | $6.9 |
Total | $92.3 |
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 |
---|---|---|
US BANK TRUST | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $6.9 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $6.9 |
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 | 100% | $6.9 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 100% | $6.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
BROOKFIELD ASSET MANAGEMENT PIC CANADA, LP | $124.1 | 151605 | |
BROOKFIELD ASSET MANAGEMENT INSURANCE ADVISOR LLC | $92.2 | 312792 | |
BROOKFIELD RENEWABLE ENERGY GROUP LLC | $87.7 | 316590 | |
BROOKFIELD ASSET MANAGEMENT PIC ADVISER (PRIVATE EQUITY), L.P. | $72.9 | 171207 | |
BROOKFIELD PUBLIC SECURITIES GROUP LLC | $48.3 | 110497 | |
BROOKFIELD ASSET MGMT PRIVATE INST CAPITAL ADVISER (CREDIT), LLC | $0.8 | 170811 | |
BROOKFIELD BRASIL ASSET MANAGEMENT INVESTIMENTOS LTDA. | $0.0 | 163311 | |
BOP NW LOFT SUBHOLDINGS LLC | $0.0 | - | |
33RD STREET PARTNERS JV LLC | $0.0 | - | |
SALI FUND PARTNERS LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS V CO-INVEST (CDN) GP LP | $0.0 | - | |
BROOKFIELD GLOBAL RENEWABLE ENERGY ADVISOR LIMITED | $0.0 | - | |
AGRICULTURE FUND II GP, LLC | $0.0 | - | |
BROOKFIELD BHS ADVISORS LLC | $0.0 | 309500 | |
BROOKFIELD CAPITAL PARTNERS GP (SMA) LTD. | $0.0 | - | |
BROOKFIELD SPECIAL OPPORTUNITIES FUND GP LLC | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND IV GP S.À R.L. | $0.0 | - | |
FFI MF VALUE ADD FUND II GP LLC | $0.0 | - | |
BROOKFIELD BB CO-INVEST GP LLC | $0.0 | - | |
BREF ONE SERIES A MANAGER LLC | $0.0 | - | |
EVERYDAY FINANCE DAC | $0.0 | - | |
BOP W31 SUBHOLDINGS LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS V (CDN) GP LP | $0.0 | - | |
BSREP II CANADA GP L.P. | $0.0 | - | |
LINK FINANCIAL OUTSOURCING LTD | $0.0 | - | |
BROOKFIELD SINGLE FAMILY RENTAL GP LLC | $0.0 | - | |
BOP SE SUBHOLDINGS LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS II GP (NR) L.P. | $0.0 | - | |
BROOKFIELD REAL ESTATE PARTNERS (A) SIB GP LIMITED | $0.0 | - | |
BPR OP, LP | $0.0 | - | |
LFE EUROPEAN ASSET MANAGEMENT S.À R.L. | $0.0 | - | |
BROOKFIELD REAL ESTATE FINANCE FUND IV GP, LP | $0.0 | - | |
BROOKFIELD CAPITAL SECURITIES LIMITED | $0.0 | broker-dealer | - |
BCP V BRAND CO-INVEST GP LP | $0.0 | - | |
FFI MF VALUE ADD FUND III GP LLC | $0.0 | - | |
PENBROOK CAPITAL ADVISORS PRIVATE LIMITED | $0.0 | - | |
SERA GLOBAL SECURITIES UK LP | $0.0 | broker-dealer | - |
BIF IV ACCESS FUND GP LLC | $0.0 | - | |
BROOKFIELD AMERICAS INFRASTRUCTURE FUND GP, L.P. | $0.0 | - | |
BROOKFIELD PRIVATE ADVISORS LLC | $0.0 | broker-dealer | 151423 |
LCM PARTNERS CO V FCP-SIF | $0.0 | - | |
TITAN CO-INVESTMENT GP, LLC | $0.0 | - | |
LIBERTY IC CASUALTY II LLC | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS II GP L.P. | $0.0 | - | |
BREP BIF II US MANAGER LLC | $0.0 | - | |
BROOKFIELD BRAZIL TIMBER MM I LLC | $0.0 | - | |
BROOKFIELD GLOBAL CORE REAL ASSETS FUND GP LIMITED | $0.0 | - | |
BROOKFIELD PROPERTIES (CANADA) INC. | $0.0 | - | |
BROOKFIELD INVESTMENTS CORPORATION | $0.0 | - | |
BROOKFIELD PREMIER REAL ESTATE PARTNERS US GP S.À R.L. | $0.0 | - | |
BROOKFIELD RENEWABLE EU LIMITED | $0.0 | - | |
BROOKFIELD FALCON GP LP | $0.0 | - | |
BROOKFIELD REAL ESTATE PARTNERS (Q) SIB GP LIMITED | $0.0 | - | |
BPOP INVESTOR SUBSIDIARY LLC | $0.0 | - | |
BPG BERMUDA INSURANCE LIMITED | $0.0 | - | |
BROOKFIELD WEC CO-INVEST GP L.P. | $0.0 | - | |
LIBERTY IC CASUALTY LLC | $0.0 | - | |
SENIOR REAL ESTATE FINANCE ACCOUNT (N) GP, LLC | $0.0 | - | |
BROOKFIELD GLOBAL FUNDS GP TRUSTEE LIMITED | $0.0 | - | |
BROOKFIELD BPY HOLDINGS INC. | $0.0 | - | |
BROOKFIELD MANAGER (DIFC) EMPLOYEE MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
BSIP ACCESS FUND GP LLC | $0.0 | - | |
BIF V BERMUDA GP LIMITED | $0.0 | - | |
BROOKFIELD GLOBAL TRANSITION FUND II GP S.À. R.L. | $0.0 | - | |
BROOKFIELD TECHNOLOGY GROWTH PARTNERS III ANNEX GP L.P. | $0.0 | - | |
BROOKFIELD GLOBAL TRANSITION FUND II GP, L.P. | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND V GP S.À R.L. | $0.0 | - | |
BROOKFIELD TECHNOLOGY GROWTH PARTNERS III GP L.P. | $0.0 | - | |
BCP V SCIENTIFIC GAMES CO-INVEST GP LP | $0.0 | - | |
SLATE CO-INVEST GP LP | $0.0 | - | |
BSI BERMUDA INVESTOR LP | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS VI CO-INVEST (NON-CDN) GP LP | $0.0 | - | |
BROOKFIELD ASSET MANAGEMENT (GERMANY) GMBH | $0.0 | - | |
BROOKFIELD US 2 REAL ESTATE TWO LLC | $0.0 | - | |
HAMMERSTONE CONTINUATION VEHICLE GP | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS VI GP LLC | $0.0 | - | |
BROOKFIELD REAL ESTATE SECONDARIES GP L.P. | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS IV GP L.P. | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS V GP II L.P. | $0.0 | - | |
BEP BID FERROPORT HOLDINGS LIMITED | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE PARTNERS, L.P. | $0.0 | - | |
BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP CANADA LIMITED | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND II GP LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS IV GP (SMA) LTD. | $0.0 | - | |
BPE IV (NON-CDN) MM LTD. | $0.0 | - | |
BCP V DORNOCH CO-INVEST GP LP | $0.0 | - | |
BCP V MODULAR SERVICES CO-INVEST GP LP | $0.0 | - | |
BSI INVESTOR LP | $0.0 | - | |
BROOKFIELD RENEWABLE ENERGY DEVELOPMENT (CHINA) CO., LTD. | $0.0 | - | |
BROOKFIELD SPAIN ASSET MANAGEMENT, S.L. | $0.0 | - | |
BROOKFIELD PREMIER REAL ESTATE PARTNERS GP L.P. | $0.0 | - | |
BROOKFIELD INVESTMENT MANAGEMENT (CANADA) ULC | $0.0 | - | |
BID II GP S.À R.L. | $0.0 | - | |
BROOKFIELD TECHNOLOGY PARTNERS II GP L.P. | $0.0 | - | |
BROOKFIELD TIMBERLANDS FUND V GP, LLC | $0.0 | - | |
BROOKFIELD AUSTRALIA FUNDS MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
BROOKFIELD REAL ESTATE FINANCE FUND V GP, L.P. | $0.0 | - | |
BOP MW RETAIL SUBHOLDINGS LLC | $0.0 | - | |
TRICAP INDIA CAPITAL PRIVATE LIMITED | $0.0 | - | |
BROOKFIELD REAL ESTATE PARTNERS (K) GP LIMITED | $0.0 | - | |
BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP LLC | $0.0 | - | |
BROOKFIELD OFFICE PROPERTIES EXCHANGE LP | $0.0 | - | |
BROOKFIELD OFFICE PROPERTIES INC. | $0.0 | - | |
BROOKFIELD REAL ESTATE FINANCE FUND VI AIV GP L.P. | $0.0 | - | |
BSREP III ACCESS FUND GP LIMITED | $0.0 | - | |
FF PROPERTIES L.P. | $0.0 | - | |
BROOKFIELD REAL ASSETS HYBRID FUND GP LLC | $0.0 | - | |
BROOKFIELD REAL ESTATE FINANCE FUND VI AIV GP OF GP LIMITED | $0.0 | - | |
RISKCORP INC. | $0.0 | - | |
BROOKFIELD PRIVATE CAPITAL (UK) LIMITED | $0.0 | broker-dealer | - |
BREF PARADISE GP LLC | $0.0 | - | |
BBFH LLC | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND IV OFFICER GP LLC | $0.0 | - | |
BROOKFIELD TK CO-INVEST GP LP | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS V (CDN II) GP LP | $0.0 | - | |
BSREP III AUSTRALIA GP PTY LTD | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS III GP OF GP LLC | $0.0 | - | |
MONOCAP INVESTMENT ADVISORS PRIVATE LIMITED | $0.0 | - | |
BROOKFIELD CANADA RENEWABLE MANAGER LP | $0.0 | 325790 | |
REAL ESTATE SECONDARIES ACCOUNT (Q) NR AIV GP LLC | $0.0 | - | |
BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP OF GP LLC | $0.0 | - | |
BIP BERMUDA HOLDINGS VI LIMITED | $0.0 | - | |
BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC | $0.0 | broker-dealer | 313390 |
BROOKFIELD PRIVATE CAPITAL (DIFC) LIMITED | $0.0 | - | |
BROOKFIELD CAPITAL MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
BID BREP AIV GP LIMITED | $0.0 | - | |
BROOKFIELD GLOBAL TRANSITION FUND GP, L.P. | $0.0 | - | |
BROOKFIELD TIMBER V MM LLC | $0.0 | - | |
THAYER GP VI LLC | $0.0 | - | |
BROOKFIELD GLOBAL INFRASTRUCTURE ADVISOR LIMITED | $0.0 | - | |
BROOKFIELD DTLA GP LLC | $0.0 | - | |
BROOKFIELD BHS ADVISORS (UK) LTD | $0.0 | broker-dealer | - |
BROOKFIELD SUPER-CORE INFRASTRUCTURE PARTNERS GP OF GP LLC | $0.0 | - | |
BROOKFIELD GLOBAL TRANSITION FUND OFFICER GP LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS (BERMUDA) LTD. | $0.0 | - | |
BROOKFIELD EUROPEAN REAL ESTATE PARTNERSHIP GP S.À R.L. | $0.0 | - | |
BRE COLOMBIA GP LIMITED | $0.0 | - | |
BROOKFIELD MANAGEMENT EQUITY PLANS LIMITED | $0.0 | - | |
BROOKFIELD ASSET MANAGEMENT KOREA LIMITED | $0.0 | - | |
BIF II GP HOLDINGS BERMUDA LIMITED | $0.0 | - | |
BROOKFIELD LISTED INFRASTRUCTURE GP LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS IV GP, LTD. | $0.0 | - | |
BROOKFIELD SPECIAL INVESTMENTS FUND GP LLC | $0.0 | - | |
BROOKFIELD PROPERTIES BRASIL REALTY ADMINISTRAÇÕES DE IMÓVEIS LTDA. | $0.0 | - | |
BROOKFIELD INDIA INFRASTRUCTURE MANAGER PRIVATE LIMITED | $0.0 | - | |
BROOKFIELD PROPERTY MANAGER (DIFC) LIMITED | $0.0 | - | |
BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP L.P. | $0.0 | - | |
BROOKFIELD PROPERTY PREFERRED EQUITY INC. | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE GROUP COLOMBIA S.A.S. | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE GROUP (AUSTRALIA) PTY LTD. | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS LLC | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND V GP LLC | $0.0 | - | |
BSREP II UPPER TIER POOLING GP L.P. | $0.0 | - | |
BSREP V BERMUDA GP L.P. | $0.0 | - | |
REAL ESTATE SECONDARIES ACCOUNT (K) GP LLC | $0.0 | - | |
REAL ESTATE SECONDARIES ACCOUNT (N) AIV GP LLC | $0.0 | - | |
REAL ESTATE SECONDARIES ACCOUNT (N) GP LLC | $0.0 | - | |
REAL ESTATE SECONDARIES ACCOUNT (P) GP LLC | $0.0 | - | |
REAL ESTATE SECONDARIES ACCOUNT (Q) GP LLC | $0.0 | - | |
BROOKFIELD CAPITAL (AUSTRALIA) PTY LTD | $0.0 | - | |
BREF CO-INVEST SIDECAR GP LTD. | $0.0 | - | |
BRP GROUP CANADA ULC | $0.0 | - | |
BROOKFIELD BRP EUROPE HOLDINGS (BERMUDA) LIMITED | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS V GP L.P. | $0.0 | - | |
BROOKFIELD ASSET MANAGEMENT PRIVATE INSTITUTIONAL CAPITAL ADVISER (BMG), LLC | $0.0 | - | |
BCPREP CANADA GP INC. | $0.0 | - | |
BREF PARADISE GP LIMITED | $0.0 | - | |
BROOKFIELD REAL ESTATE PARTNERS (C) GP LLC | $0.0 | - | |
BGREAL IRELAND LIMITED | $0.0 | - | |
BROOKFIELD BRP CHILE HOLDINGS SPA | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE GROUP LLC | $0.0 | - | |
BROOKFIELD RENEWABLE GROUP AUSTRALIA PTY LTD. | $0.0 | - | |
BROOKFIELD (SHANGHAI) PRIVATE FUNDS MANAGEMENT CO., LTD. | $0.0 | - | |
BIP INDIA INFRA PROJECTS MANAGEMENT SERVICES PRIVATE LIMITED | $0.0 | - | |
BROOKFIELD GLOBAL TRANSITION FUND GP S.À R.L. | $0.0 | - | |
BROOKFIELD BRAZIL LTD. | $0.0 | - | |
WELLS STREET PARTNERS MANAGER, LLC | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND IV GP LLC | $0.0 | - | |
BSREP II BERMUDA GP L.P. | $0.0 | - | |
BREOF ASSET MANAGEMENT LLC | $0.0 | - | |
BROOKFIELD MULTI-STRATEGY FUND GP LLC | $0.0 | - | |
LCM COPS V S.À R.L. | $0.0 | - | |
BSREP III BERMUDA GP L.P. | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE GROUP BERMUDA LIMITED | $0.0 | - | |
BCP V ACCESS FUND GP LLC | $0.0 | - | |
BROOKFIELD ADVISORS INDIA PRIVATE LIMITED | $0.0 | - | |
BROOKFIELD ADVISORS (HONG KONG) LIMITED | $0.0 | broker-dealer | - |
BID I GP S.À R.L. | $0.0 | - | |
BROOKFIELD AMERICAS INFRASTRUCTURE FUND (DELAWARE PIV) GP, LLC | $0.0 | - | |
BIF II NITRO GENERAL PARTNER (BERMUDA) L.P. | $0.0 | - | |
BROOKFIELD BRAZIL AGRILAND MM LLC | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS V GP S.À R.L. | $0.0 | - | |
PENTACAP ADVISORS PRIVATE LIMITED | $0.0 | - | |
BIF IV BERMUDA GP LIMITED | $0.0 | - | |
LCH EUROPEAN PORTFOLIO HOLDINGS LTD | $0.0 | - | |
BROOKFIELD REINSURANCE LIMITED | $0.0 | - | |
BOP NW SUBHOLDINGS LLC | $0.0 | - | |
BROOKFIELD PRIVATE FUNDS HOLDINGS INC. | $0.0 | - | |
BOP NY PROPERTY SUBHOLDINGS I LLC | $0.0 | - | |
BROOKFIELD SPECIAL INVESTMENTS FUND OFFICER GP LLC | $0.0 | - | |
BROOKFIELD PROPERTY FINANCE ULC | $0.0 | broker-dealer | - |
BROOKFIELD CAPITAL PARTNERS II GP L.P. | $0.0 | - | |
BOP NE SUBHOLDINGS LLC | $0.0 | - | |
SERA GLOBAL REAL ESTATE GROUP GERMANY GMBH | $0.0 | broker-dealer | - |
BROOKFIELD PROPERTY PARTNERS L.P. | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS LTD. | $0.0 | - | |
BROOKFIELD CAPITAL PARTNERS V GP LLC | $0.0 | - | |
BROOKFIELD BRP HOLDINGS (CANADA) INC. | $0.0 | - | |
BROOKFIELD BRAZIL TIMBER GP MM II LLC | $0.0 | - | |
BRE CO INVEST I GP LIMITED | $0.0 | - | |
BROOKFIELD STRATEGIC REAL ESTATE PARTNERS III GP L.P. | $0.0 | - | |
SERA GLOBAL SECURITIES US LLC | $0.0 | broker-dealer | 283339 |
BROOKFIELD SINGAPORE PTE. LTD | $0.0 | - | |
BROOKFIELD REAL ESTATE FINANCE FUND VI GP, L.P. | $0.0 | - | |
BROOKFIELD INVESTMENT CONSULTING (SHANGHAI) CO., LTD. | $0.0 | - | |
BROOKFIELD GLOBAL TIMBER FUND GP, LP | $0.0 | - | |
BROOKFIELD AMERICAS INFRASTRUCTURE FUND (CANADIAN PIV) GP, INC. | $0.0 | - | |
BROOKFIELD JAPAN KABUSHIKI KAISHA | $0.0 | - | |
BSREP III AUSTRALIA SUB GP PTY LTD | $0.0 | - | |
BROOKFIELD SENIOR MEZZANINE REAL ESTATE FINANCE FUND GP OF GP OFFICER LLC | $0.0 | - | |
BROOKFIELD GLOBAL FUNDS GP LIMITED | $0.0 | - | |
BROOKFIELD REAL ESTATE FINANCE FUND V GP OF GP LLC | $0.0 | - | |
BSREP III-B ACCESS FUND GP LLC | $0.0 | - | |
BROOKFIELD INFRASTRUCTURE FUND III GP LLC | $0.0 | - | |
BRAND CANADIAN SPECIAL FUNDING GP, INC. | $0.0 | - | |
BID BEP AIV GP LIMITED | $0.0 | - | |
BROOKFIELD GLOBAL BUSINESS ADVISOR LIMITED | $0.0 | - | |
SERA GLOBAL SECURITIES CANADA LP | $0.0 | broker-dealer | - |
BROOKFIELD CAPITAL PARTNERS V (NON-CDN) GP LP | $0.0 | - | |
BROOKFIELD FUNDS MANAGEMENT LIMITED | $0.0 | broker-dealer | - |
BROOKFIELD REAL ESTATE FINANCE FUND VI GP OF GP LLC | $0.0 | - | |
BSIP GP S.À R.L. | $0.0 | - | |
LCM CAPITAL LLP | $0.0 | - | |
BIF III CANADA GP LP | $0.0 | - | |
CEE ALTERNATIVE INVESTMENTS MANAGEMENT S.A R.L | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
Name | Title |
---|---|
FLATT, BRUCE, JAMES | MANAGING PARTNER AND CHIEF EXECUTIVE OFFICER OF BROOKFIELD CORPORATION AND BROOKFIELD ASSET MANAGEMENT LTD. |
FISHER-DAYN, RONALD | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER |
KINGSTON, BRIAN, WILLIAM | CHIEF EXECUTIVE OFFICER, REAL ESTATE |
POWELL, WILLIAM | CHIEF OPERATING OFFICER |
RANJAN, ANUJ | MANAGING PARTNER |
BEBER, JUSTIN | CHIEF ADMINISTRATIVE OFFICER AND GENERAL COUNSEL |
GOODMAN, NICHOLAS, HOWARD | CHIEF FINANCIAL OFFICER |
BARON, LOWELL, GRANT | CHIEF INVESTMENT OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-04-21 | $92.3 | $0.0 | 0% | 1,610 | 0 | 0% |
2024-04-02 | $171.0 | -$78.7 | -46% | 1,592 | 18 | 1% |
2023-04-04 | $162.3 | -$70.0 | -43% | 1,681 | -71 | -4% |
2022-04-01 | $137.1 | -$44.8 | -33% | 1,543 | 67 | 4% |
2021-04-05 | $108.7 | -$16.4 | -15% | 1,354 | 256 | 19% |
2020-04-01 | $110.1 | -$17.9 | -16% | 754 | 856 | 114% |
2019-04-01 | $75.7 | $16.6 | 22% | 754 | 856 | 114% |
2018-04-02 | $52.4 | $39.9 | 76% | 598 | 1,012 | 169% |
2017-04-01 | $39.1 | $53.2 | 136% | 772 | 838 | 109% |
2016-04-01 | $32.8 | $59.5 | 182% | 437 | 1,173 | 268% |
2015-04-01 | $21.4 | $70.9 | 331% | 433 | 1,177 | 272% |
2014-04-01 | $16.0 | $76.2 | 475% | 279 | 1,331 | 477% |
2013-04-01 | $26.2 | $66.1 | 253% | 230 | 1,380 | 600% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-03/29/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV