AUM
Employee Count
Main Office
| Discretion | AUM | 
|---|---|
| Discretionary | $43.5 | 
| Non-Discretionary | $0.2 | 
| Total | $43.8 | 
| Client | AUM | 
|---|---|
| Retail | $0.0 | 
| Pooled | $35.5 | 
| Institutional | $8.2 | 
| Total | $43.8 | 
| 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 | 
|---|---|---|
| THE BANK OF NEW YORK MELLON CORPORATION | NEW YORK-NY-USA | $4.1 | 
| STATE STREET CORPORATION | BOSTON-MA-USA | $1.2 | 
| NORTHERN TRUST | CHICAGO-IL-USA | $0.9 | 
| U.S. BANK | CHICAGO-IL-USA | $0.9 | 
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM | 
|---|---|
| Total SMA AUM | $8.2 | 
| Retail SMA AUM | $0.0 | 
| Institutional SMA AUM | $8.2 | 
| Asset Class | % | AUM | 
|---|---|---|
| Equity Exch | 0% | $0.0 | 
| Equity Non-Exch | 4% | $0.3 | 
| Govt Agency | 0% | $0.0 | 
| Municipal | 0% | $0.0 | 
| Sovereign | 0% | $0.0 | 
| IG Credit | 0% | $0.0 | 
| HY Credit | 14% | $1.2 | 
| Derivatives | 0% | $0.0 | 
| Investment Companies | 0% | $0.0 | 
| Other Pools | 0% | $0.0 | 
| Cash | 35% | $2.9 | 
| Other | 47% | $3.9 | 
| Total | 100% | $8.2 | 
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number | 
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES COMPANY | $473.0 | 110045 | |
| MFS INSTITUTIONAL ADVISORS INC. | $111.8 | 107144 | |
| SUN LIFE CAPITAL MANAGEMENT (U.S.) LLC | $69.1 | 109684 | |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | $24.7 | 111470 | |
| BGO US REAL ESTATE LP | $18.3 | 157034 | |
| BENTALLGREENOAK STRATEGIC CAPITAL PARTNERS LLC | $3.5 | 137813 | |
| INFRARED CAPITAL PARTNERS (US) LLC | $2.2 | 310401 | |
| ADVISORS ASSET MANAGEMENT, INC. | $2.0 | broker-dealer | 46727 | 
| CRESCENT CAP ADVISORS, LLC | $1.9 | 175430 | |
| CRESCENT CAP NT ADVISORS, LLC | $0.3 | 324139 | |
| CDL FUND III GP, LLC | $0.0 | - | |
| CRESCENT SPECIAL SITUATIONS LP | $0.0 | - | |
| CPCP GENERAL PARTNER LLC | $0.0 | - | |
| CRESCENT CREDIT OPPORTUNITIES, LLC | $0.0 | - | |
| CRESCENT CREDIT SOLUTIONS VIII, LLC | $0.0 | - | |
| MFS FUND DISTRIBUTORS, INC. | $0.0 | broker-dealer | 31052 | 
| CRESCENT DIRECT LENDING, LLC | $0.0 | - | |
| CRESCENT SENIOR SECURED LOAN MANAGEMENT LLC | $0.0 | - | |
| CRESCENT EUROPEAN SPECIALTY LENDING II LLC | $0.0 | - | |
| CRESCENT SYNDICATED CREDIT SOLUTIONS LLC. | $0.0 | - | |
| CRESCENT DIRECT LENDING SBIC, LLC | $0.0 | - | |
| CRESCENT EUROPEAN SPECIALTY LENDING, LLC | $0.0 | - | |
| CRESCENT DIRECT LENDING LEVERED, LLC | $0.0 | - | |
| SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC | $0.0 | broker-dealer | 170062 | 
| CRESCENT MEZZANINE VII, LLC | $0.0 | - | |
| CRESCENT CAPITAL GROUP HIGH INCOME LLC | $0.0 | - | |
| CRESCENT CAPITAL GROUP HIGH INCOME B LLC | $0.0 | - | |
| CRESCENT MEZZANINE VI, LLC | $0.0 | - | |
| BENTALLGREENOAK (CANADA) LIMITED PARTNERSHIP | $0.0 | - | |
| TCW/CRESCENT MEZZANINE V, LLC | $0.0 | - | |
| SUN LIFE GLOBAL INVESTMENTS (CANADA) INC. | $0.0 | broker-dealer | - | 
| CDL FUND II GP, LLC | $0.0 | - | |
| CRESCENT CREDIT OPPORTUNITIES GP, S.À R.L. | $0.0 | - | |
| INFRARED CAPITAL PARTNERS LIMITED | $0.0 | 161187 | |
| BENTALLGREENOAK REAL ESTATE US LLC | $0.0 | broker-dealer | 157909 | 
| SLGI ASSET MANAGEMENT INC. | $0.0 | broker-dealer | - | 
| CRESCENT EUROPEAN SPECIALTY LENDING III LLC | $0.0 | - | 
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
| Name | Title | 
|---|---|
| CHAPUS, JEAN-MARC | MANAGING PARTNER, OWNER, OWNER | 
| ATTANASIO, MARK, LOUIS | MANAGING PARTNER, OWNER, OWNER | 
| VIOLA, JOSEPH, THOMAS | CHIEF OPERATING OFFICER | 
| LOMBARD, GERHARD, PIETER | CHIEF FINANCIAL OFFICER | 
| LEVINE, ANDREW, STEPHEN | CHIEF COMPLIANCE OFFICER | 
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD | 
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ | 
|---|---|---|---|---|---|---|
| 2025-08-01 | $43.8 | $0.0 | 0% | 231 | 0 | 0% | 
| 2025-04-21 | $43.8 | $0.0 | 0% | 231 | 0 | 0% | 
| 2024-04-02 | $42.6 | $1.2 | 3% | 229 | 2 | 1% | 
| 2023-04-04 | $43.2 | $0.6 | 1% | 212 | 19 | 9% | 
| 2022-04-01 | $39.7 | $4.0 | 10% | 201 | 30 | 15% | 
| 2021-04-05 | $30.9 | $12.8 | 41% | 184 | 47 | 26% | 
| 2020-04-01 | $28.7 | $15.1 | 52% | 181 | 50 | 28% | 
| 2019-04-01 | $24.7 | $19.1 | 77% | 169 | 62 | 37% | 
| 2018-04-02 | $25.2 | $18.6 | 74% | 163 | 68 | 42% | 
| 2017-04-01 | $24.6 | $19.2 | 78% | 158 | 73 | 46% | 
| 2016-04-01 | $19.4 | $24.4 | 126% | 141 | 90 | 64% | 
| 2015-04-01 | $16.7 | $27.0 | 161% | 132 | 99 | 75% | 
| 2014-04-01 | $13.1 | $30.7 | 234% | 90 | 141 | 157% | 
| 2013-04-01 | $6.9 | $36.8 | 530% | 74 | 157 | 212% | 
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS | 
| CA, CA-03/31/2011, MA-03/26/2015, NY-03/26/2015 | 
| ADVISER ACTIVITIES | 
| 
                        PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB)  | 
            
| OTHER ACTIVITIES | 
| 
                        COMMODITY TRADING ADVISOR | 
            
ADVDB.CO • SOURCE: SEC FORM ADV