AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.6 |
| Institutional | $0.0 |
| Total | $0.6 |
| 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 |
|---|---|---|---|
| ONEX CREDIT PARTNERS, LLC | $23.5 | 138941 | |
| ONEX PARTNERS MANAGER LP | $20.6 | 160923 | |
| ONEX FALCON INVESTMENT ADVISORS, LLC | $3.5 | 161548 | |
| ONCAP MANAGEMENT PARTNERS L.P. | $3.5 | 161167 | |
| ONEX CANADA ASSET MANAGEMENT INC. | $2.2 | 144928 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
| Name | Title |
|---|---|
| DROZD, ZACHARY, STEPHEN | CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL |
| JABER, RONNIE, HASAN | HEAD OF ONEX CREDIT AND DIRECTOR |
| GUTMAN, STEVEN, FLOYD | DIRECTOR |
| GILPIN, EDWARD, UDALL | DIRECTOR |
| SCHWARTZ, GERALD, WILFRED | SHAREHOLDER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 70 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 70 | 0 | 0% |
| 2024-04-02 | $0.6 | $0.0 | 2% | 96 | -26 | -27% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NJ, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV