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 |
|---|
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 |
|---|---|---|---|
| ITAU USA ASSET MANAGEMENT INC. | $6.7 | 156313 | |
| ITAU INTERNATIONAL SECURITIES INC. | $0.1 | broker-dealer | 144769 |
| ITAU BBA EUROPE, S.A. | $0.0 | - | |
| ITAU UNIBANCO ASSET MANAGEMENT LTDA | $0.0 | - | |
| ITAU ADMINISTRADORA GENERAL DE FONDOS S.A. | $0.0 | - | |
| ITAÚ UNIBANCO S.A. | $0.0 | - | |
| BANCO ITAU INTERNATIONAL | $0.0 | - | |
| BANCO ITAÚ (SUISSE) S.A. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
| Name | Title |
|---|---|
| MCCLANAN, JULIA CHEN | CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER, & TREASURER |
| GREENLEES, RODERICK SINCLAIR | DIRECTOR |
| WILBERG, FELIPE WEIL | DIRECTOR |
| DACOSTA, MAURICE MICHAEL | FINOP |
| GOODALL, KENNETH RAY | CHIEF COMPLIANCE OFFICER |
| PASCON BASTOS, FABIANA MRS. | DIRECTOR |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 37 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 37 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 35 | 2 | 6% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
| OTHER ACTIVITIES |
|
BROKER DEALER |
ADVDB.CO • SOURCE: SEC FORM ADV