AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $24.8 |
| Non-Discretionary | $0.1 |
| Total | $24.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $13.6 |
| Institutional | $11.3 |
| Total | $24.9 |
| 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 | $11.3 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $11.3 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 76% | $8.6 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 6% | $0.7 |
| HY Credit | 12% | $1.4 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.7 |
| Other | 0% | $0.0 |
| Total | 100% | $11.3 |
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 | |
| FEDERATED HERMES (UK) LLP | $20.4 | 169087 | |
| FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $14.8 | 106277 | |
| 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 PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER LLC | $0.0 | - | |
| FEDERATED HERMES JAPAN LTD | $0.0 | - | |
| HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
| FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
| FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
| FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
| FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
| HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
| FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
| HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| NUSSEIBEH, SAKER, ANWAR | DIRECTOR, CHIEF EXECUTIVE OFFICER |
| KENNEDY, IAN, MARSHALL | DIRECTOR, CHIEF OPERATING OFFICER |
| MURRAY, EOIN, ANGUS | DIRECTOR |
| TAYLOR, CHRISTOPHER, MARK | DIRECTOR |
| DULSKI, GREGORY, PHILIP | DIRECTOR |
| FITZHARRIS, DAVID, ANDREW | 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 | $24.9 | $0.0 | 0% | 432 | 0 | 0% |
| 2025-04-21 | $24.9 | $0.0 | 0% | 432 | 0 | 0% |
| 2024-04-02 | $32.0 | -$7.1 | -22% | 438 | -6 | -1% |
| 2023-04-04 | $29.7 | -$4.8 | -16% | 424 | 8 | 2% |
| 2022-04-01 | $40.8 | -$15.9 | -39% | 385 | 47 | 12% |
| 2021-04-05 | $40.5 | -$15.6 | -38% | 374 | 58 | 16% |
| 2020-04-01 | $30.9 | -$6.0 | -19% | 336 | 96 | 29% |
| 2019-04-01 | $23.8 | $1.1 | 5% | 366 | 66 | 18% |
| 2018-04-02 | $26.0 | -$1.1 | -4% | 284 | 148 | 52% |
| 2017-04-01 | $16.4 | $8.5 | 52% | 280 | 152 | 54% |
| 2016-04-01 | $11.8 | $13.1 | 111% | 249 | 183 | 73% |
| 2015-04-01 | $23.4 | $1.5 | 6% | 248 | 184 | 74% |
| 2014-04-01 | $20.9 | $4.0 | 19% | 269 | 163 | 61% |
| 2013-04-01 | $21.3 | $3.6 | 17% | 263 | 169 | 64% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV