AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $7.0 |
Non-Discretionary | $0.0 |
Total | $7.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $7.0 |
Institutional | $0.0 |
Total | $7.0 |
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 |
---|---|---|---|
MACK REAL ESTATE CREDIT STRATEGIES, L.P. | $1.4 | 167609 | |
MREG FUND MANAGEMENT LLC | $0.0 | 292431 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
Name | Title |
---|---|
MACK, RICHARD, JAY | CEO AND MEMBER OF THE BOARD OF REPRESENTATIVES, MEMBER |
SILBERSTEIN, ANDREW, MARK | MEMBER OF THE BOARD OF REPRESENTATIVES |
SIEGEL, JEFFREY, DAVID | GENERAL COUNSEL & COO |
FEIDELSON, ROBERT, SOLON | MEMBER |
MACK, STEPHEN, FREDRIC | MEMBER |
MCGILLIS, JOHN, MICHAEL | PRESIDENT |
YUHAS, KIMBERLY, ANN | CHIEF COMPLIANCE OFFICER |
ROSENBLUM, DANIEL | CHIEF FINANCIAL OFFICER OF CLAROS REIT MANAGEMENT LP |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $7.0 | $0.0 | 0% | 78 | 0 | 0% |
2025-04-21 | $7.0 | $0.0 | 0% | 78 | 0 | 0% |
2024-04-02 | $8.1 | -$1.1 | -14% | 90 | -12 | -13% |
2023-04-04 | $8.2 | -$1.2 | -15% | 102 | -24 | -24% |
2022-04-01 | $7.5 | -$0.4 | -6% | 74 | 4 | 5% |
2021-04-05 | $7.1 | -$0.1 | -1% | 67 | 11 | 16% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, AZ-03/29/2021, CA-09/02/2020, CT-09/02/2020, FL-03/28/2024, NY-09/02/2020 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV