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 % ∆ |
---|---|---|---|---|---|---|
2025-04-21 | $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