AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $63.6 |
Non-Discretionary | $0.0 |
Total | $63.6 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $63.1 |
Institutional | $0.6 |
Total | $63.6 |
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 |
---|---|---|
JPMORGAN CHASE BANK, N.A. | NEW YORK-NY-USA | $0.3 |
BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.1 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.6 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.6 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 13% | $0.1 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 1% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 29% | $0.2 |
Other | 57% | $0.3 |
Total | 100% | $0.6 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
H.I.G. WHITEHORSE ADVISERS, LLC | $0.7 | 164905 | |
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-EURO), L.P. | $0.0 | - | |
H.I.G. CAPITAL - VIRTUS SMA ADVISORS, LLC | $0.0 | - | |
H.I.G. BIOHEALTH ADVISORS III, LLC | $0.0 | - | |
H.I.G. EUROPE MIDDLE MARKET ADVISORS, L.P. | $0.0 | - | |
H.I.G. HALCYON SMA ADVISORS, LLC | $0.0 | - | |
H.I.G. VENTURE ADVISORS II, L.L.C. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS, LLC | $0.0 | - | |
H.I.G. BAYSIDE ADVISORS II, L.L.C. | $0.0 | - | |
H.I.G. EUROPE REALTY ADVISORS II (US$), L.P. | $0.0 | - | |
H.I.G. CAPITAL - TMRS CAPELLA SMA ADVISORS, LLC | $0.0 | - | |
H.I.G. BIOVENTURES ADVISORS, LLC | $0.0 | - | |
H.I.G. STRATEGIC PARTNERS GP, LLC | $0.0 | - | |
H.I.G. STRATEGIC PARTNERS OFFSHORE GP, L.P. | $0.0 | - | |
H.I.G. ADVANTAGE ADVISORS, LLC | $0.0 | - | |
H.I.G. REALTY ADVISORS III, LLC | $0.0 | - | |
H.I.G. BRAZIL & LATIN AMERICA ADVISORS, L.P. | $0.0 | - | |
H.I.G. EUROPE REALTY ADVISORS III, S.A.R.L. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-EURO), S.À R.L. | $0.0 | - | |
H.I.G. MIDDLE MARKET ADVISORS III, LLC | $0.0 | - | |
H.I.G. WHITEHORSE PRINCIPAL LOAN ADVISORS, L.P. | $0.0 | - | |
H.I.G. STRATEGIC PARTNERS II GP, LLC | $0.0 | - | |
H.I.G. EUROPE MIDDLE MARKET ADVISORS-CA, L.P. | $0.0 | - | |
H.I.G. EUROPE ADVISORS III, L.P. | $0.0 | - | |
BAYSIDE OPPORTUNITY ADVISORS, L.L.C. | $0.0 | - | |
H.I.G. WHITEHORSE SMA ADVISORS, LLC | $0.0 | - | |
H.I.G.-GPII, INC. | $0.0 | - | |
H.I.G. PARTNERS II, L.P. | $0.0 | - | |
H.I.G. PRIVATE EQUITY CO-INVESTMENT ADVISORS, LLC | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS V (EUROPE-US$), L.P. | $0.0 | - | |
H.I.G. WHITEHORSE EQUITY SIDE-CAR ADVISORS, LLC | $0.0 | - | |
WH QCM ADVISORS SCSP | $0.0 | - | |
H.I.G. WHITEHORSE ALPHA ADVISORS, L.P. | $0.0 | - | |
H.I.G. WHITEHORSE LOAN ADVISORS - 2020, L.P. | $0.0 | - | |
H.I.G. ADVISORS VI, LLC | $0.0 | - | |
H.I.G. ADVISORS IV, L.L.C. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-US$), L.P. | $0.0 | - | |
H.I.G. REALTY ADVISORS IV, LLC | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS VI, LLC | $0.0 | - | |
H.I.G. WHITEHORSE - TRISTAR ADVISORS, LLC | $0.0 | - | |
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS - 2020, L.P. | $0.0 | - | |
H.I.G. GLOBAL CAPITAL PARTNERS GP, LTD. | $0.0 | - | |
H.I.G. ADVANTAGE ADVISORS II, LLC | $0.0 | - | |
H.I.G. WHITEHORSE MIDDLE MARKET UNLEVERED LOAN ADVISORS, L.P. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS VII (EUROPE-US$), L.P. | $0.0 | - | |
H.I.G. EUROPE REALTY ADVISORS III (US$), L.P. | $0.0 | - | |
H.I.G. WHITEHORSE MIDDLE MARKET LEVERED LOAN ADVISORS, L.P. | $0.0 | - | |
H.I.G. TECHNOLOGY PARTNERS ADVISORS, L.P. | $0.0 | - | |
H.I.G. MIDDLE MARKET ADVISORS IV, LLC | $0.0 | - | |
H.I.G. WHITEHORSE MIDDLE MARKET LENDING ADVISORS, L.P. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS III (EUROPE-EURO), L.P. | $0.0 | - | |
H.I.G. INFRASTRUCTURE ADVISORS, S.A R.L. | $0.0 | - | |
H.I.G. INFRASTRUCTURE ADVISORS, L.P. | $0.0 | - | |
H.I.G. WHITEHORSE TRINITY ADVISORS, LLC | $0.0 | - | |
H.I.G. WHITEHORSE PRINCIPAL LENDING ADVISORS, L.P. | $0.0 | - | |
H.I.G. WHITEHORSE LOAN ADVISORS, LLC | $0.0 | - | |
H.I.G. EUROPE ADVISORS, L.P. | $0.0 | - | |
H.I.G. GROWTH ADVISORS II, LLC | $0.0 | - | |
H.I.G. GROWTH ADVISORS III, LLC | $0.0 | - | |
H.I.G. EUROPE ADVISORS II, L.P. | $0.0 | - | |
H.I.G. BAYSIDE LOAN ADVISORS IV, LLC | $0.0 | - | |
H.I.G. ADVISORS V, L.L.C. | $0.0 | - | |
H.I.G. EUROPE REALTY ADVISORS II, L.P. | $0.0 | - | |
H.I.G. WHITEHORSE DIRECT LENDING ADVISORS, LLC | $0.0 | - | |
H.I.G. MIDDLE MARKET ADVISORS II, LLC | $0.0 | - | |
H.I.G. ADVISORS, L.L.C. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
25 active
Name | Title |
---|---|
MNAYMNEH, SAMI | CO-EXECUTIVE CHAIRMAN AND CEO |
TAMER, ANTHONY | CO-EXECUTIVE CHAIRMAN |
SIEGEL, RICHARD | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
BROPHY, RUTH | SENIOR ADVISOR |
SCHWARTZ, BRIAN, D | CO-PRESIDENT |
ROSEN, RICK | CO-PRESIDENT |
BURESH, CHAD, JOSEPH | CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $63.6 | $0.0 | 0% | 1,007 | 0 | 0% |
2025-04-21 | $63.6 | $0.0 | 0% | 1,007 | 0 | 0% |
2024-04-02 | $57.4 | $6.3 | 11% | 1,020 | -13 | -1% |
2023-04-04 | $54.7 | $9.0 | 16% | 991 | 16 | 2% |
2022-04-01 | $45.7 | $18.0 | 39% | 847 | 160 | 19% |
2021-04-05 | $39.3 | $24.4 | 62% | 756 | 251 | 33% |
2020-04-01 | $32.2 | $31.5 | 98% | 743 | 264 | 36% |
2019-04-01 | $26.1 | $37.6 | 144% | 693 | 314 | 45% |
2018-04-02 | $20.7 | $43.0 | 208% | 624 | 383 | 61% |
2017-04-01 | $18.1 | $45.6 | 252% | 553 | 454 | 82% |
2016-04-01 | $17.0 | $46.7 | 275% | 500 | 507 | 101% |
2015-04-01 | $14.6 | $49.1 | 337% | 476 | 531 | 112% |
2014-04-01 | $14.3 | $49.3 | 344% | 416 | 591 | 142% |
2013-04-01 | $8.6 | $55.1 | 642% | 260 | 747 | 287% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
FL, CA-03/30/2012, CT-03/30/2017, FL-03/30/2012, GA-03/30/2012, IL-03/30/2012, MA-03/30/2012, NY-03/30/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV