AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $20.1 |
Non-Discretionary | $0.0 |
Total | $20.1 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $19.8 |
Institutional | $0.3 |
Total | $20.1 |
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 | $0.3 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.3 |
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 | 2% | $0.0 |
Other Pools | 97% | $0.3 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 99% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
LONE PINE PRIVATE INVESTMENT PARTNERS SPV GP LLC | $0.0 | - | |
LONE PINE ASSOCIATES LLC | $0.0 | - | |
LONE PINE MEMBERS LLC | $0.0 | - | |
LONE PINE PRIVATE INVESTMENT PARTNERS I LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
Name | Title |
---|---|
MANDEL, STEPHEN, FRANK | MANAGING DIRECTOR, MANAGING MEMBER |
CRAVER, DAVID, FRANCIS | MANAGING DIRECTOR |
MCDONNELL, MARY, E | MANAGING DIRECTOR, CFO |
TYLER, KERRY, ANN | MANAGING DIRECTOR, CHIEF OPERATING OFFICER |
DOHERTY, BRIAN, FRANCIS | MANAGING DIRECTOR, HEAD TRADER |
WECHSELBLATT, JEFFREY, HOWARD | GENERAL COUNSEL |
GRANAT, KELLY, ANN | MANAGING DIRECTOR |
COHEN, JASON, ROBERT | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $20.1 | $0.0 | 0% | 104 | 0 | 0% |
2025-04-21 | $20.1 | $0.0 | 0% | 104 | 0 | 0% |
2024-04-02 | $17.5 | $2.7 | 15% | 104 | 0 | 0% |
2023-04-04 | $17.1 | $3.1 | 18% | 106 | -2 | -2% |
2022-04-01 | $35.5 | -$15.4 | -43% | 104 | 0 | 0% |
2021-04-05 | $36.6 | -$16.5 | -45% | 96 | 8 | 8% |
2020-04-01 | $30.2 | -$10.1 | -33% | 92 | 12 | 13% |
2019-04-01 | $26.1 | -$6.0 | -23% | 97 | 7 | 7% |
2018-04-02 | $32.1 | -$12.0 | -37% | 94 | 10 | 11% |
2017-04-01 | $33.2 | -$13.0 | -39% | 100 | 4 | 4% |
2016-04-01 | $38.7 | -$18.5 | -48% | 93 | 11 | 12% |
2015-04-01 | $36.6 | -$16.4 | -45% | 88 | 16 | 18% |
2014-04-01 | $35.0 | -$14.8 | -42% | 87 | 17 | 20% |
2013-04-01 | $28.3 | -$8.2 | -29% | 82 | 22 | 27% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CT, CA-03/28/2016, CT-02/27/2012, DE-03/13/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV