AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $3.8 |
Non-Discretionary | $0.0 |
Total | $3.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $3.8 |
Institutional | $0.0 |
Total | $3.8 |
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 |
---|
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 |
---|---|---|---|
G SQUARED EQUITY GP V, LLC | $0.0 | - | |
G SQUARED EQUITY GP IV, LLC | $0.0 | - | |
G SQUARED EQUITY GP VI, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
Name | Title |
---|---|
ASCHEBROOK, LARRY, LEE | MANAGING PARTNER |
BARTON, JEFFREY, DANIEL | CHIEF LEGAL OFFICER |
RIVERA, LUIS | PARTNER |
MORGAN, TYSON, WADE | PARTNER |
MCLEOD, SPENCER, CHRISTIAN | PARTNER |
HANLON, CALEB, JOHN | CHIEF COMPLIANCE OFFICER |
HARRIS, RICHARD, BLAKE | PARTNER |
HOBAN, THOMAS, LAWRENCE | 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 | $3.8 | $0.0 | 0% | 34 | 0 | 0% |
2025-04-21 | $3.8 | $0.0 | 0% | 34 | 0 | 0% |
2024-04-02 | $3.1 | $0.7 | 22% | 37 | -3 | -8% |
2023-04-04 | $2.7 | $1.1 | 42% | 37 | -3 | -8% |
2022-04-01 | $2.7 | $1.0 | 38% | 38 | -4 | -11% |
2021-04-05 | $1.0 | $2.8 | 284% | 23 | 11 | 48% |
2020-04-01 | $0.7 | $3.1 | 461% | 22 | 12 | 55% |
2019-04-01 | $0.4 | $3.4 | 891% | 8 | 26 | 325% |
2018-04-02 | $0.0 | $0.0 | 0% | 7 | 27 | 386% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IL, CA-03/31/2022, FL-03/31/2022, IL-04/04/2022 |
ADVISER ACTIVITIES |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV