AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $2.1 |
| Non-Discretionary | $0.0 |
| Total | $2.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $2.1 |
| Institutional | $0.0 |
| Total | $2.1 |
| 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 |
|---|---|---|---|
| CCMP GROWTH ADVISORS, LP | $0.8 | 322926 | |
| CCMP CO-INVEST III A GP, LLC | $0.0 | - | |
| CCMP CAPITAL ASSOCIATES III, L.P. | $0.0 | - | |
| CCMP CAPITAL ASSOCIATES III CV, L.P. | $0.0 | - | |
| CCMP CAPITAL ASSOCIATES IV, L.P. | $0.0 | - | |
| D&D CO-INVEST GP, LLC | $0.0 | - | |
| CCMP GROWTH CO-INVEST GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
14 active
| Name | Title |
|---|---|
| WALSH, TIMOTHY, JOHN | LP |
| BRENNEMAN, GREGORY, DEAN | EXECUTIVE CHAIRMAN, LP |
| ZANNINO, RICHARD, FRANK | LP |
| SCHARFENBERGER, JOSEPH, MICHAEL | LP, MANAGING PARTNER |
| FEIG, GREGORY, MATTHEW | CHIEF FINANCIAL OFFICER |
| BLANK, ESANA, NMN | CHIEF COMPLIANCE OFFICER |
| MCFADDEN, MARK, NMN | MANAGING PARTNER, LP |
ADVDB.CO • SOURCE: SEC
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM JAUDES | NEW YORK | NY | |||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $2.1 | $0.0 | 0% | 13 | 0 | 0% |
| 2025-04-21 | $2.1 | $0.0 | 0% | 13 | 0 | 0% |
| 2024-04-02 | $2.0 | $0.1 | 5% | 14 | -1 | -7% |
| 2023-04-04 | $2.7 | -$0.6 | -22% | 15 | -2 | -13% |
| 2022-04-01 | $5.4 | -$3.2 | -60% | 20 | -7 | -35% |
| 2021-04-05 | $6.5 | -$4.4 | -67% | 22 | -9 | -41% |
| 2020-04-01 | $4.7 | -$2.6 | -55% | 25 | -12 | -48% |
| 2019-04-01 | $4.8 | -$2.7 | -56% | 44 | -31 | -70% |
| 2018-04-02 | $4.8 | -$2.7 | -56% | 37 | -24 | -65% |
| 2017-04-01 | $6.2 | -$4.1 | -66% | 37 | -24 | -65% |
| 2016-04-01 | $6.3 | -$4.2 | -66% | 41 | -28 | -68% |
| 2015-04-01 | $6.9 | -$4.8 | -69% | 50 | -37 | -74% |
| 2014-04-01 | $8.4 | -$6.3 | -75% | 55 | -42 | -76% |
| 2013-04-01 | $6.4 | -$4.3 | -67% | 50 | -37 | -74% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, NY-06/20/2006, TX-03/25/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV