AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $6.8 |
| Non-Discretionary | $0.0 |
| Total | $6.8 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.8 |
| Institutional | $0.0 |
| Total | $6.8 |
| 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 |
|---|---|---|---|
| HALL CAPITAL PARTNERS LLC | $50.3 | 106759 | |
| PONDEROSA VENTURES FUND I GP, LP | $0.0 | - | |
| PONDEROSA VENTURES FUND II, GP LLC | $0.0 | - | |
| GALVANIZE I&E FUND GP, LP | $0.0 | - | |
| LAUREL TRUST COMPANY | $0.0 | trust company | - |
| KHALL LLC | $0.0 | 293626 | |
| BENEFICIAL STATE BANCORP, INC. | $0.0 | - | |
| GALVANIZE GLOBAL EQUITIES GP, LP | $0.0 | - | |
| BENEFICIAL STATE BANK | $0.0 | - | |
| GALVANIZE REAL ESTATE I GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
| Name | Title |
|---|---|
| HALL, KATHRYN, ANN | CO-EXECUTIVE CHAIR AND CO-FOUNDER, MEMBER |
| ARTMANN, CHRISTIAN, KLAUS | CHIEF OPERATING OFFICER AND GENERAL COUNSEL |
| STEYER, THOMAS, FAHR | CO-EXECUTIVE CHAIR AND CO-FOUNDER, TRUSTEE OF THE STEYER/TAYLOR REVOCABLE TRUST, MEMBER |
| FADEFF, CHRISTOPHER, ROBERTSON | CHIEF COMPLIANCE OFFICER |
| BENIOFF, MARC, RUSSELL | TRUSTEE OF THE MARC R. BENIOFF REVOCABLE TRUST U/A/D 12/3/2014 |
| TAYLOR, KATHRYN, ANN | TRUSTEE OF THE STEYER/TAYLOR REVOCABLE TRUST |
| HANDLOS, ADAM, JOSEPH | CHIEF FINANCIAL OFFICER |
| JOBS, LAURENE, POWELL | TRUSTEE |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $6.8 | $0.0 | 0% | 78 | 0 | 0% |
| 2025-04-21 | $6.8 | $0.0 | 0% | 78 | 0 | 0% |
| 2024-04-02 | $1.2 | $5.7 | 480% | 58 | 20 | 34% |
| 2023-04-04 | $0.9 | $5.9 | 639% | 52 | 26 | 50% |
| 2022-04-01 | $0.5 | $6.3 | 1226% | 24 | 54 | 225% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CA, CA-11/26/2021, FL-03/30/2023, MA-03/28/2024, MO-03/23/2022, NC-03/30/2023, NY-11/26/2021, VA-03/30/2023 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV