AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.2 |
Non-Discretionary | $0.0 |
Total | $1.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.2 |
Institutional | $0.0 |
Total | $1.2 |
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 |
---|---|---|---|
RCP ADVISORS 2, LLC | $20.6 | 289963 | |
RCP SOF IV (EU) GP, S.À R.L. | $0.0 | - | |
RCP ADVISORS XI EU FEEDER GP, SARL | $0.0 | - | |
RCP ADVISORS XII, LLC | $0.0 | - | |
RCP MULTI-FUND FEEDER IX/DII GP, LLC | $0.0 | - | |
RCP-SOF II, LLC | $0.0 | - | |
RCP ADVISORS FF GP, LLC | $0.0 | - | |
RCP ADVISORS FF II GP, LLC | $0.0 | - | |
TRUEBRIDGE CAPITAL VENTURE PARTNERS IV, LLC | $0.0 | - | |
TRUEBRIDGE GP PARTNERS VI, LLC | $0.0 | - | |
FIVE POINTS MANAGEMENT III, LLC | $0.0 | - | |
FORSYTH EQUITY ADVISORS, LLC | $0.0 | - | |
WINSTON MEZZANINE PARTNERS, LLC | $0.0 | - | |
CVE ENDOWMENT FUND I CONTINUATION GP, LLC | $0.0 | - | |
BONACCORD CAPITAL COMPANY II, LLC | $0.0 | - | |
RCP ADVISORS XVI (EU) GP, S.À R.L. | $0.0 | - | |
BONACCORD CAPITAL COMPANY, L.P. | $0.0 | - | |
RCPDIRECT IV GP, LLC | $0.0 | - | |
RCP-SOF IV, LLC | $0.0 | - | |
RCP MULTI-STRATEGY GP, LLC | $0.0 | - | |
VLL LEGACY LLC | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I-C, LP | $0.0 | - | |
HARK CAPITAL III GP, LLC | $0.0 | - | |
ENHANCED SMALL BUSINESS INVESTMENT COMPANY GP, LLC | $0.0 | - | |
RCPDIRECT IV (EU) GP, S.À R.L. | $0.0 | - | |
FIVE POINTS MANAGEMENT IV, LLC | $0.0 | - | |
RCPDIRECT III GP, LLC | $0.0 | - | |
RCP SOF III EU FEEDER GP, S.À R.L. | $0.0 | - | |
RCP ADVISORS X, LLC | $0.0 | - | |
RCP ADVISORS XIV, LLC | $0.0 | - | |
CP PRIVATE CAPITAL II GP, LLC | $0.0 | - | |
RCP ADVISORS VI, LLC | $0.0 | - | |
RCP SOF III OVERAGE GP, LLC | $0.0 | - | |
RCP ADVISORS SBO II, LLC | $0.0 | - | |
RCP ADVISORS XIII, LLC | $0.0 | - | |
TRUEBRIDGE GP PARTNERS V, LP | $0.0 | - | |
TRUEBRIDGE GP PARTNERS II, LP | $0.0 | - | |
RCP ADVISORS XII EU FEEDER GP, SARL | $0.0 | - | |
RCP ADVISORS SBO, LLC | $0.0 | - | |
RCP SEF ADVISORS, LLC | $0.0 | - | |
RCP ADVISORS XIII EU FEEDER GP, S.À R.L. | $0.0 | - | |
RCP ADVISORS V, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES SERIES FF GROWTH II | $0.0 | - | |
TBCRV SPV-V, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES THRIVE VIII GROWTH | $0.0 | - | |
TRUEBRIDGE SECONDARIES I GP PARTNERS, LLC | $0.0 | - | |
TRUEBRIDGE SECONDARIES I, L.P. | $0.0 | - | |
RCP ADVISORS SBO III, LLC | $0.0 | - | |
P10 COMMENDA IMPACT FUND ONSHORE, LLC | $0.0 | - | |
TRUEBRIDGE SPK 2023, LLC - SERIES VIII | $0.0 | - | |
TRUEBRIDGE VIII HOLDINGS, L.P., SERIES A5 | $0.0 | - | |
TRUEBRIDGE BOXGROUP 2023, L.P. - SERIES SIX | $0.0 | - | |
TRUEBRIDGE BOXGROUP 2023, L.P. - SERIES PICKS | $0.0 | - | |
TRUEBRIDGE ACL 2023, LLC | $0.0 | - | |
WTI FUND XI, GP, LLC | $0.0 | - | |
P10 COMMENDA IMPACT FUND OFFSHORE, LLC | $0.0 | - | |
REYNOLDA SPV MANAGER LLC | $0.0 | - | |
ENHANCED CLIMATE FINANCE, LLC | $0.0 | - | |
RCP SEF ADVISORS III, LLC | $0.0 | - | |
TRUEBRIDGE CAPITAL VENTURE PARTNERS II, LLC - 2023 SERIES | $0.0 | - | |
TRUEBRIDGE EQ VC II SECONDARIES, LP | $0.0 | - | |
TRUEBRIDGE IA FG, LLC | $0.0 | - | |
TRUEBRIDGE SPK 2023, LLC - SERIES GROWTH V | $0.0 | - | |
TRUEBRIDGE SECONDARIES I (SIDE), L.P. | $0.0 | - | |
P10 ADVISORS, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES ACCEL LEADERS 4 | $0.0 | - | |
TRUEBRIDGE SELECT II GP PARTNERS, LLC | $0.0 | - | |
POF SOF I GP, LLC | $0.0 | - | |
BONACCORD CAPITAL COMPANY II S.À R.L. | $0.0 | - | |
HARK CAPITAL IV GP, LLC | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I (PARALLEL), L.P. | $0.0 | - | |
TRUEBRIDGE SELECT II, L.P. | $0.0 | - | |
TRUEBRIDGE CAPITAL PARTNERS FUND VIII (CAYMAN), L.P. | $0.0 | - | |
RCP ADVISORS XVII (EU) GP, S.À R.L. | $0.0 | - | |
RCP MULTI-STRATEGY GP II, LLC | $0.0 | - | |
RCP VALIDUS FUND ONE GP, LLC | $0.0 | - | |
VENTURE LENDING & LEASING IX GP, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES CRV XIX | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES THRIVE VIII | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I GP PARTNERS, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES CRV SELECT II | $0.0 | - | |
TRUEBRIDGE SEED & MICRO-VC II, L.P. | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I, L.P. | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES GAORONG VI | $0.0 | - | |
RCPDIRECT III EU FEEDER GP, S.À R.L. | $0.0 | - | |
RCP ADVISORS XIV EU FEEDER GP, SÀRL | $0.0 | - | |
RCP ADVISORS IV, LLC | $0.0 | - | |
RCP SEF ADVISORS II, LLC | $0.0 | - | |
CP PRIVATE CAPITAL GP, LLC | $0.0 | - | |
RCP ADVISORS 2 CIP, LLC | $0.0 | - | |
SOZO VENTURES GP II, LP | $0.0 | - | |
RCP MULTI-FUND FEEDER IX/DII OFFSHORE GP, LLC | $0.0 | - | |
RCP ADVISORS FF III GP, LLC | $0.0 | - | |
TRUEBRIDGE DIRECT FUND III GP PARTNERS, LLC | $0.0 | - | |
RCP ADVISORS VII, LLC | $0.0 | - | |
RCP-SOF, LLC | $0.0 | - | |
RCP ADVISORS XV EU FEEDER GP, S.À.R.L. | $0.0 | - | |
RCP COMMITMENT VEHICLE, LLC | $0.0 | - | |
RCP SBIC OPPORTUNITIES GP, LLC | $0.0 | - | |
RCP-SOF III, LLC | $0.0 | - | |
RCP MULTI-FUND FEEDER SBO 1.0 GP, LLC | $0.0 | - | |
RCP ADVISORS XV, LLC | $0.0 | - | |
RCP ELEVATE GP, LLC | $0.0 | - | |
RCP ADVISORS XI, LLC | $0.0 | - | |
RCP ADVISORS XVIII (EU) GP, S.À R.L. | $0.0 | - | |
WESTECH INVESTMENT ADVISORS LLC | $0.0 | - | |
TRUEBRIDGE SEED & MICRO-VC II GP PARTNERS, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES YC ESP22 | $0.0 | - | |
WTI FUND X GP, LLC | $0.0 | - | |
RCP ADVISORS XVII, LLC | $0.0 | - | |
RCP SOF IV OVERAGE GP, LLC | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES AH LSV 2022 | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES AH BIO 2022 | $0.0 | - | |
TRUEBRIDGE CAPITAL FSA III, LLC | $0.0 | - | |
TRUEBRIDGE EPPF I (CAYMAN), L.P. | $0.0 | - | |
WTI EQUITY OPPORTUNITY FUND GP I, LLC | $0.0 | - | |
TRUEBRIDGE SEED & MICRO-VC II (CAYMAN FEEDER), L.P. | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I (SIDE), LLC | $0.0 | - | |
TRUEBRIDGE SEED & MICRO-VC FUND II (SIDE), LLC | $0.0 | - | |
TRUEBRIDGE DIRECT FUND III (SIDE), LLC | $0.0 | - | |
TRUEBRIDGE SECONDARIES I (CAYMAN), L.P. | $0.0 | - | |
FIVE POINTS EQUITY ADVISORS IV, LLC | $0.0 | - | |
FIVE POINTS MEZZANINE ADVISORS III, LLC | $0.0 | - | |
PINEWOOD ADVISORS, LLC | $0.0 | - | |
RCPDIRECT II GP, LLC | $0.0 | - | |
FIVE POINTS ADVISORS IV, LP | $0.0 | - | |
PGB AMERICAN BUYOUT FUND I GP, S.À R.L. | $0.0 | - | |
SOZO VENTURES GP I, LP | $0.0 | - | |
TRUEBRIDGE GP PARTNERS III, LP | $0.0 | - | |
TRUEBRIDGE GP PARTNERS IV, LP | $0.0 | - | |
REYNOLDA CAPITAL MANAGEMENT COMPANY, LLC | $0.0 | - | |
TRUEBRIDGE CAPITAL GP PARTNERS II, LLC | $0.0 | - | |
RCP ADVISORS 3, LLC | $0.0 | 290741 | |
TRUEBRIDGE GLOBAL PREMIER I GP PARTNERS, LLC | $0.0 | - | |
RCP SBO OPPORTUNITIES GP, LLC | $0.0 | - | |
TRUEBRIDGE GP PARTNERS, LP | $0.0 | - | |
TRUEBRIDGE CAPITAL PARTNERS, LLC | $0.0 | - | |
RCP SEF ADVISORS II EU FEEDER GP, S.À R.L. | $0.0 | - | |
RCP ADVISORS XVI, LLC | $0.0 | - | |
TRUEBRIDGE PREMIER VC OPPORTUNITY GP PARTNERS, LLC | $0.0 | - | |
ASI HARK CAPITAL II GP, LLC | $0.0 | - | |
TCVP IV GP, LLC | $0.0 | - | |
TRUEBRIDGE GP PARTNERS VII, LLC | $0.0 | - | |
BONACCORD CAPITAL ADVISORS, LLC | $0.0 | - | |
FP CREDIT SBIC GP IV, LLC | $0.0 | - | |
ASI HARK EMPLOYEE INTEREST HOLDINGS II, LLC | $0.0 | - | |
RCP ADVISORS, LLC | $0.0 | - | |
HARK CAPITAL ADVISORS, LLC | $0.0 | - | |
RCP ADVISORS VIII, LLC | $0.0 | - | |
RCP ADVISORS IX, LLC | $0.0 | - | |
TRUEBRIDGE VII OPPORTUNITY GP, LLC | $0.0 | - | |
RCP LAI FO1 GP, LLC | $0.0 | - | |
TRUEBRIDGE GLOBAL PREMIER I, LP | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I (CAYMAN FEEDER), L.P. | $0.0 | - | |
TRUEBRIDGE CAPITAL PARTNERS FUND VIII, L.P. | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES CRAFT IV | $0.0 | - | |
TRUEBRIDGE CAPITAL PARTNERS FUND VIII (CAYMAN FEEDER), L.P. | $0.0 | - | |
TRUEBRIDGE VII HOLDINGS, LP, SERIES CRAFT GROWTH II | $0.0 | - | |
TRUEBRIDGE SELECT II (CAYMAN), L.P. | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I HOLDINGS, LP | $0.0 | - | |
TRUEBRIDGE VIII HOLDINGS, L.P. | $0.0 | - | |
TRUEBRIDGE GP PARTNERS VIII, LLC | $0.0 | - | |
TRUEBRIDGE BLOCKCHAIN I-B, L.P. | $0.0 | - | |
TRUEBRIDGE SELECT HOLDINGS II, L.P. | $0.0 | - | |
TRUEBRIDGE EPPF GP PARTNERS, LLC | $0.0 | - | |
FIVE POINTS ADVISORS III, LP | $0.0 | - | |
RCPDIRECT GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
Name | Title |
---|---|
CLARK, BRAD, TAYLOR | CFO/CCO |
EDWARDS, STEWART, WHITFIELD | ELECTED MANAGER |
SNOW, SCOTT, LAWRENCE | ELECTED MANAGER |
WHITE, MARSHALL, COMSTOCK | ELECTED MANAGER |
BLANCO, JONATHAN, BENNETT | ELECTED MANAGER |
SARSFIELD, LUKE, ALOYSIUS | ELECTED MANAGER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $1.2 | $0.0 | 0% | 32 | 0 | 0% |
2025-04-21 | $1.2 | $0.0 | 0% | 32 | 0 | 0% |
2024-04-02 | $1.2 | $0.0 | 0% | 32 | 0 | 0% |
2023-04-04 | $1.3 | -$0.1 | -7% | 28 | 4 | 14% |
2022-04-01 | $1.5 | -$0.3 | -18% | 28 | 4 | 14% |
2021-04-05 | $1.1 | $0.1 | 8% | 26 | 6 | 23% |
2020-04-01 | $1.1 | $0.1 | 14% | 24 | 8 | 33% |
2019-04-01 | $1.1 | $0.1 | 9% | 28 | 4 | 14% |
2018-04-02 | $0.9 | $0.3 | 31% | 25 | 7 | 28% |
2017-04-01 | $1.0 | $0.3 | 26% | 23 | 9 | 39% |
2016-04-01 | $0.8 | $0.4 | 58% | 22 | 10 | 45% |
2015-04-01 | $0.8 | $0.4 | 50% | 21 | 11 | 52% |
2014-04-01 | $0.8 | $0.5 | 58% | 19 | 13 | 68% |
2013-04-01 | $0.5 | $0.8 | 161% | 17 | 15 | 88% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NC, NC-03/22/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV