AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $5.5 |
| Non-Discretionary | $0.0 |
| Total | $5.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $5.5 |
| Institutional | $0.0 |
| Total | $5.5 |
| 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 |
|---|---|---|---|
| PALESTRA CAPITAL MANAGEMENT GP LLC | $0.0 | - | |
| PCM GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| IMMERMAN, ANDREW, JAY | LIMITED PARTNER, CO-FOUNDER, MANAGING PARTNER |
| SCHIFFMAN, JEREMY, NATHANIEL | CO-FOUNDER, LIMITED PARTNER, MANAGING PARTNER |
| DANIELS, KAMAND, KAMANGAR | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER |
| DAVID, VICKRAM, PAUL | PRESIDENT, HEAD OF MARKETING/INVESTOR RELATIONS |
| KHARAZISHVILI, IOSIF | 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 | $5.5 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $5.5 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $3.9 | $1.7 | 44% | 21 | 2 | 10% |
| 2023-04-04 | $4.1 | $1.4 | 35% | 20 | 3 | 15% |
| 2022-04-01 | $5.6 | -$0.1 | -1% | 24 | -1 | -4% |
| 2021-04-05 | $6.6 | -$1.0 | -16% | 23 | 0 | 0% |
| 2020-04-01 | $5.5 | $0.1 | 2% | 18 | 5 | 28% |
| 2019-04-01 | $4.1 | $1.5 | 36% | 16 | 7 | 44% |
| 2018-04-02 | $3.2 | $2.4 | 74% | 14 | 9 | 64% |
| 2017-04-01 | $2.1 | $3.4 | 158% | 13 | 10 | 77% |
| 2016-04-01 | $1.9 | $3.6 | 188% | 14 | 9 | 64% |
| 2015-04-01 | $1.8 | $3.8 | 215% | 13 | 10 | 77% |
| 2014-04-01 | $0.8 | $4.8 | 633% | 11 | 12 | 109% |
| 2013-04-01 | $0.3 | $5.3 | 1947% | 11 | 12 | 109% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV