AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| 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 |
|---|---|---|
| NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.8 |
| STATE STREET BANK AND TRUST COMPANY | BOSTON-MA-USA | $0.6 |
| J.P. MORGAN SE | FRANKFURT--DEU | $0.2 |
| J.P. MORGAN (SUISSE) SA, GENEVA | GENEVE--CHE | $0.2 |
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 |
|---|---|---|---|
| AMG FUNDS LLC | $19.0 | 153456 | |
| GENESIS MANAGEMENT AUSTRALIA LIMITED | $0.0 | - | |
| AMG DISTRIBUTORS, INC. | $0.0 | broker-dealer | 27314 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.0 | $0.0 | 0% | 10 | 0 | 0% |
| 2024-04-02 | $3.4 | -$3.4 | -100% | 48 | -38 | -79% |
| 2023-04-04 | $7.7 | -$7.7 | -100% | 57 | -47 | -82% |
| 2022-04-01 | $13.9 | -$13.9 | -100% | 71 | -61 | -86% |
| 2021-04-05 | $22.1 | -$22.1 | -100% | 71 | -61 | -86% |
| 2020-04-01 | $20.8 | -$20.8 | -100% | 70 | -60 | -86% |
| 2019-04-01 | $18.4 | -$18.4 | -100% | 69 | -59 | -86% |
| 2018-04-02 | $28.0 | -$28.0 | -100% | 69 | -59 | -86% |
| 2017-04-01 | $26.4 | -$26.4 | -100% | 72 | -62 | -86% |
| 2016-04-01 | $26.4 | -$26.4 | -100% | 72 | -62 | -86% |
| 2015-04-01 | $35.2 | -$35.2 | -100% | 74 | -64 | -86% |
| 2014-04-01 | $37.0 | -$37.0 | -100% | 74 | -64 | -86% |
| 2013-04-01 | $28.8 | -$28.8 | -100% | 67 | -57 | -85% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| DE-04/28/2004, NH-04/27/2004, NY-08/17/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV