AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $14.8 |
| Non-Discretionary | $0.0 |
| Total | $14.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $14.4 |
| Institutional | $0.4 |
| Total | $14.8 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 46 | $0.0 |
| Average Individual AUM | $179,378 | |
| HNW | 1 | $0.0 |
| Average HNW AUM | $1,501,533 | |
| Retail Total | 47 | $0.0 |
| Average Retail AUM | $207,509 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| BNY MELLON | PITTSBURGH-PA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 99% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $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 | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| FEDERATED INVESTMENT MANAGEMENT COMPANY | $542.4 | 105138 | |
| FEDERATED INVESTMENT COUNSELING | $199.6 | 105325 | |
| HERMES INVESTMENT MANAGEMENT LIMITED | $24.9 | 153104 | |
| FEDERATED HERMES (UK) LLP | $20.4 | 169087 | |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | $12.8 | 128610 | |
| FEDERATED MDTA LLC | $11.7 | 109355 | |
| HERMES GPE LLP | $8.6 | 151848 | |
| HERMES GPE (USA) INC | $1.5 | 166839 | |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
| FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
| FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | $0.0 | - | |
| HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
| FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
| FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
| FEDERATED HERMES JAPAN LTD. | $0.0 | - | |
| FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
| HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
| Name | Title |
|---|---|
| DONAHUE, JOHN, CHRISTOPHER | DIRECTOR, CHAIRMAN |
| DONAHUE, THOMAS, ROBERT | DIRECTOR, TREASURER |
| BONNEWELL, GEORGE, ANDREW | VICE PRESIDENT, SECRETARY |
| AUTH, STEPHEN, FRANK | EVP, CIO-EQUITY |
| FISHER, JOHN, BASIL | DIRECTOR, PRESIDENT CEO |
| VAN METER, STEPHEN, PAUL | 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 | $14.8 | $0.0 | 0% | 35 | 0 | 0% |
| 2025-04-21 | $14.8 | $0.0 | 0% | 35 | 0 | 0% |
| 2024-04-02 | $18.3 | -$3.5 | -19% | 37 | -2 | -5% |
| 2023-04-04 | $16.2 | -$1.3 | -8% | 37 | -2 | -5% |
| 2022-04-01 | $27.9 | -$13.1 | -47% | 37 | -2 | -5% |
| 2021-04-05 | $30.2 | -$15.3 | -51% | 37 | -2 | -5% |
| 2020-04-01 | $22.4 | -$7.5 | -34% | 34 | 1 | 3% |
| 2019-04-01 | $15.5 | -$0.6 | -4% | 55 | -20 | -36% |
| 2018-04-02 | $17.0 | -$2.2 | -13% | 53 | -18 | -34% |
| 2017-04-01 | $15.5 | -$0.7 | -5% | 50 | -15 | -30% |
| 2016-04-01 | $16.8 | -$2.0 | -12% | 48 | -13 | -27% |
| 2015-04-01 | $11.3 | $3.5 | 31% | 46 | -11 | -24% |
| 2014-04-01 | $10.8 | $4.1 | 38% | 50 | -15 | -30% |
| 2013-04-01 | $8.2 | $6.7 | 82% | 52 | -17 | -33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, AK-01/03/2008, AL-01/03/2008, AR-01/03/2008, AZ-01/03/2008, CA-01/03/2008, CO-03/16/2015, CT-01/03/2008, DC-01/03/2008, DE-01/08/2008, FL-01/04/2008, GA-01/03/2008, HI-01/03/2008, IA-01/04/2008, ID-01/03/2008, IL-01/22/2008, IN-01/03/2008, KS-01/03/2008, KY-01/03/2008, LA-01/03/2008, MA-01/03/2008, MD-01/03/2008, ME-01/03/2008, MI-01/03/2008, MN-01/12/2008, MO-01/03/2008, MS-01/03/2008, MT-01/03/2008, NC-01/03/2008, ND-01/03/2008, NE-01/03/2008, NH-01/03/2008, NJ-01/16/2008, NM-01/03/2008, NV-01/03/2008, NY-01/03/2008, OH-01/03/2008, OK-01/03/2008, OR-01/03/2008, PA-01/03/2008, PR-01/03/2008, RI-01/03/2008, SC-01/03/2008, SD-01/18/2008, TN-01/04/2008, TX-01/03/2008, UT-01/03/2008, VA-01/03/2008, VI-01/03/2008, VT-01/03/2008, WA-01/03/2008, WI-01/03/2008, WV-01/03/2008, WY-07/25/2017 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV