AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $5.2 |
Non-Discretionary | $0.0 |
Total | $5.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $5.2 |
Institutional | $0.0 |
Total | $5.2 |
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 |
---|---|---|---|
CANDLESTICK FUNDS GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
Name | Title |
---|---|
WOODRUFF, JOHN | MEMBER, CHIEF INVESTMENT OFFICER |
CITARELLA, VICENTE, ARMANDO | CO-PRESIDENT |
BENCH, CRAIG, MARKHAM | CO-PRESIDENT |
TAN, MICHELLE, FRANCES | SENIOR PORTFOLIO MANAGER |
PAGANO, RALPH | SENIOR PORTFOLIO MANAGER |
MCGOVERN, JAMES, MURDOCK | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $5.2 | $0.0 | 0% | 40 | 0 | 0% |
2025-04-21 | $5.2 | $0.0 | 0% | 40 | 0 | 0% |
2024-04-02 | $6.1 | -$0.9 | -15% | 43 | -3 | -7% |
2023-04-04 | $5.4 | -$0.3 | -5% | 50 | -10 | -20% |
2022-04-01 | $8.0 | -$2.9 | -36% | 46 | -6 | -13% |
2021-04-05 | $5.7 | -$0.5 | -9% | 36 | 4 | 11% |
2020-04-01 | $2.8 | $2.4 | 85% | 30 | 10 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CT, CT-03/12/2021, NC-03/30/2022, TX-03/12/2021 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV