AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.0 |
| Total | $1.2 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.2 |
| Institutional | $0.0 |
| Total | $1.2 |
| 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 |
|---|---|---|---|
| KARPREILLY GP III, LLC | $0.0 | - | |
| KARPREILLY INVESTMENTS, LLC | $0.0 | - | |
| KARPREILLY GP II, LLC | $0.0 | - | |
| KARPREILLY GP I, LLC | $0.0 | - | |
| KARPREILLY GP IV, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
6 active
| Name | Title |
|---|---|
| KEATING, ANDREW, J | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER |
| KARP, ALLAN, WILLIAM | MANAGER |
| REILLY, CHRISTOPHER, KENDALL | MANAGER |
| STANCZUK, CHRISTOPHER, MICHAEL | CFO |
| LOGAN, WILLIAM, PAINE | MANAGING PARTNER |
| SPRING, HANK, JOHN | MANAGING PARTNER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.2 | $0.0 | 0% | 18 | 0 | 0% |
| 2025-04-21 | $1.2 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.3 | 29% | 18 | 0 | 0% |
| 2023-04-04 | $0.9 | $0.3 | 37% | 17 | 1 | 6% |
| 2022-04-01 | $0.8 | $0.4 | 47% | 17 | 1 | 6% |
| 2021-04-05 | $0.4 | $0.8 | 188% | 17 | 1 | 6% |
| 2020-04-01 | $0.6 | $0.6 | 106% | 16 | 2 | 12% |
| 2019-04-01 | $0.6 | $0.6 | 97% | 16 | 2 | 12% |
| 2018-04-02 | $0.6 | $0.7 | 113% | 18 | 0 | 0% |
| 2017-04-01 | $0.6 | $0.6 | 99% | 17 | 1 | 6% |
| 2016-04-01 | $0.7 | $0.5 | 76% | 16 | 2 | 12% |
| 2015-04-01 | $0.7 | $0.5 | 73% | 13 | 5 | 38% |
| 2014-04-01 | $0.5 | $0.8 | 163% | 15 | 3 | 20% |
| 2013-04-01 | $0.5 | $0.8 | 166% | 16 | 2 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CT, CT-03/30/2012 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV