AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $2.1 |
Non-Discretionary | $0.0 |
Total | $2.1 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $2.0 |
Institutional | $0.1 |
Total | $2.1 |
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 |
---|---|---|
JP MORGAN SECURITIES PLC | LONDON--GBR | $0.1 |
SCOTIABANK | GRAND CAYMAN--CYM | $0.1 |
MORGAN STANLEY & CO. LLC | NEW YORK-NY-USA | $0.1 |
GOLDMAN SACHS INTERNATIONAL | LONDON--GBR | $0.1 |
THE 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 | $0.1 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.1 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 61% | $0.1 |
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 | 1% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 40% | $0.0 |
Other | 0% | $0.0 |
Total | 102% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
5 active
Name | Title |
---|---|
NATHANSON, HILTON, DARREN | FOUNDER PARTNER |
BENJAMIN, JEREMY, FREDERICK | PARTNER |
DIIORIO, MICHAEL, ANTHONY | CHIEF EXECUTIVE OFFICER |
GUINNESS, DAVINA, LOUISE KEYNES | CHIEF COMPLIANCE OFFICER & MONEY LAUNDERING REPORTING OFFICER |
LUCAS, NATASHA, ANN | CHIEF OPERATING OFFICER & CHIEF FINANCIAL OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $2.1 | $0.0 | 0% | 53 | 0 | 0% |
2025-04-21 | $2.1 | $0.0 | 0% | 53 | 0 | 0% |
2024-04-02 | $2.5 | -$0.4 | -15% | 73 | -20 | -27% |
2023-04-04 | $2.2 | -$0.1 | -7% | 78 | -25 | -32% |
2022-04-01 | $1.7 | $0.4 | 21% | 71 | -18 | -25% |
2021-04-05 | $1.1 | $1.0 | 92% | 54 | -1 | -2% |
2020-04-01 | $0.7 | $1.3 | 181% | 49 | 4 | 8% |
2019-04-01 | $0.8 | $1.3 | 160% | 39 | 14 | 36% |
2018-04-02 | $0.5 | $1.6 | 294% | 16 | 37 | 231% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV