AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.7 |
| Non-Discretionary | $0.5 |
| Total | $1.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.7 |
| Institutional | $0.5 |
| Total | $1.1 |
| 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 |
|---|---|---|
| COMPUTERSHARE COMPANY, NA | MINNEAPOLIS-MN-USA | $0.4 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.5 |
| 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 | 7% | $0.0 |
| Other | 93% | $0.4 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| MIRAVAST ILS SELECT OPPORTUNITIES GP LLC | $0.0 | - | |
| MIRAVAST ILS CREDIT OPPORUNITITES GP LLC | $0.0 | - | |
| MIRAVAST ILS CREDIT OPPORTUNITIES II GP LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
| Name | Title |
|---|---|
| TAYLOR, WILLIAM, JUAN | FOUNDER |
| BECKELMAN, DAVID, RALPH | CEO, CEO |
| O'LEARY, EDWARD MICHAEL | CCO |
| CHERKAS, DAVID | EXECUTIVE VICE PRESIDENT |
| ZINN, KENNETH, NELSON | EVP, CHIEF MEDICAL OFFICER |
| NICCOLL, PAIGE | MANAGING DIRECTOR OPERATIONS |
| COLUCCI, MICHAEL | MANAGING DIRECTOR FINANCE AND REPORTING |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.1 | $0.0 | 0% | 19 | 0 | 0% |
| 2025-04-21 | $1.1 | $0.0 | 0% | 19 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.0 | -3% | 19 | 0 | 0% |
| 2023-04-04 | $1.1 | $0.0 | 1% | 17 | 2 | 12% |
| 2022-04-01 | $0.8 | $0.3 | 39% | 18 | 1 | 6% |
| 2021-04-05 | $0.7 | $0.4 | 62% | 15 | 4 | 27% |
| 2020-04-01 | $0.4 | $0.7 | 184% | 15 | 4 | 27% |
| 2019-04-01 | $0.3 | $0.9 | 350% | 15 | 4 | 27% |
| 2018-04-02 | $0.4 | $0.7 | 166% | 16 | 3 | 19% |
| 2017-04-01 | $0.2 | $0.9 | 479% | 14 | 5 | 36% |
| 2016-04-01 | $0.2 | $1.0 | 580% | 4 | 15 | 375% |
| 2015-04-01 | $0.2 | $1.0 | 647% | 5 | 14 | 280% |
| 2014-04-01 | $0.1 | $1.1 | 1881% | 6 | 13 | 217% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, NY-03/29/2022, PA-04/22/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV