AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $4.3 |
| Non-Discretionary | $0.0 |
| Total | $4.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $4.2 |
| Institutional | $0.1 |
| Total | $4.3 |
| 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 |
|---|---|---|
| STATE STREET BANK AND TRUST COMPANY | NORTH QUINCY-MA-USA | $0.0 |
| GOLDMAN SACHS & CO. LLC | NEW YORK-NY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 1% | $0.0 |
| Equity Non-Exch | 12% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 9% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 11% | $0.0 |
| Other | 67% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CYRUS CAPITAL ADVISORS, LLC | $0.0 | - | |
| CYRUS CAPITAL PARTNERS GP, LLC | $0.0 | - | |
| ARTYSTONE GP, LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| FREIDHEIM, STEPHEN, CYRUS | CHIEF INVESTMENT OFFICER, MANAGING PARTNER, LIMITED PARTNER, MANAGING MEMBER (1/2005 THROUGH 7/2013) MEMBER OF THE BOARD OF MANAGERS (7/ 2013 TO PRESENT) |
| FARRELL, LUCIEN, ELLIOTT | HEAD OF EUROPEAN OPERATIONS |
| LENTINI, ROBERT | LIMITED PARTNER, HEAD OF TRADING |
| PULICK, JENNIFER, MARIE | GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER |
| TUCKER, JAMES, HOWARD | MEMBER OF THE BOARD OF MANAGERS |
| BORDESSA, DANIEL, JOHN | MEMBER OF THE BOARD OF MANAGERS |
| SCIRE, ANTHONY, CHARLES | CHIEF FINANCIAL OFFICER |
| MILICH, DAVID, ALBERT | PRESIDENT AND CHIEF OPERATING OFFICER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.3 | $0.0 | 0% | 35 | 0 | 0% |
| 2025-04-21 | $4.3 | $0.0 | 0% | 35 | 0 | 0% |
| 2024-04-02 | $4.0 | $0.2 | 5% | 36 | -1 | -3% |
| 2023-04-04 | $4.3 | $0.0 | 0% | 36 | -1 | -3% |
| 2022-04-01 | $3.9 | $0.3 | 9% | 35 | 0 | 0% |
| 2021-04-05 | $4.0 | $0.2 | 6% | 42 | -7 | -17% |
| 2020-04-01 | $4.7 | -$0.4 | -10% | 42 | -7 | -17% |
| 2019-04-01 | $4.9 | -$0.6 | -13% | 41 | -6 | -15% |
| 2018-04-02 | $5.5 | -$1.2 | -22% | 37 | -2 | -5% |
| 2017-04-01 | $6.2 | -$1.9 | -31% | 41 | -6 | -15% |
| 2016-04-01 | $5.0 | -$0.8 | -16% | 36 | -1 | -3% |
| 2015-04-01 | $4.1 | $0.1 | 3% | 31 | 4 | 13% |
| 2014-04-01 | $4.1 | $0.1 | 3% | 28 | 7 | 25% |
| 2013-04-01 | $3.2 | $1.1 | 34% | 31 | 4 | 13% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, NC-07/11/2014 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV