AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $13.1 |
| Non-Discretionary | $0.0 |
| Total | $13.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $11.2 |
| Institutional | $2.0 |
| Total | $13.1 |
| 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 | $2.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $2.0 |
| 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 | 100% | $2.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $2.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT CO. LLC | $253.8 | 106494 | |
| VOYA INVESTMENTS, LLC | $55.4 | 111091 | |
| VOYA INVESTMENT MANAGEMENT LLC | $32.5 | 108934 | |
| VOYA ALTERNATIVE ASSET MANAGEMENT LLC | $25.8 | 107235 | |
| VOYA FINANCIAL ADVISORS, INC. | $2.7 | broker-dealer | 2882 |
| CZECH ASSET MANAGEMENT, L.P. | $1.8 | 159308 | |
| POMONA ASSOCIATES VIII, L.P. | $0.0 | - | |
| POMONA ASSOCIATES VI, L.P. | $0.0 | - | |
| POMONA SECONDARY ASSOCIATES IX, LLC | $0.0 | - | |
| VOYA INVESTMENTS DISTRIBUTOR, LLC | $0.0 | broker-dealer | 37886 |
| VOYA FINANCIAL PARTNERS, LLC | $0.0 | broker-dealer | 34815 |
| POMONA VOYA (US) HOLDINGS ASSOCIATES, L.P. | $0.0 | - | |
| PIFIL MANAGER LLC | $0.0 | - | |
| POMONA SECONDARY ASSOCIATES X, LLC. | $0.0 | - | |
| POMONA PRIMARY ASSOCIATES V, LLC | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES V, L.P. | $0.0 | - | |
| DIRECTED SERVICES LLC | $0.0 | broker-dealer | 21675 |
| POMONA VOYA (US) HOLDINGS ASSOCIATES IV, L.P. | $0.0 | - | |
| POMONA EUROPE ADVISERS LIMITED | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES IV LLC | $0.0 | - | |
| OPPORTUNITY INVESTOR P ASSOCIATES, L.P. | $0.0 | - | |
| SILVER CUP V GP, LLC | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES III, L.P. | $0.0 | - | |
| POMONA ASSOCIATES IX, L.P. | $0.0 | - | |
| VOYA POMONA ASIA PACIFIC G.P. LIMITED | $0.0 | - | |
| POMONA G.P. HOLDINGS LLC | $0.0 | - | |
| POMONA VOYA ASIA PACIFIC ASSOCIATES, LLC | $0.0 | - | |
| POMONA VOYA ASIA PACIFIC ASSOCIATES, L.P. | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES II, L.P. | $0.0 | - | |
| POMONA INVESTORS III, L.P. | $0.0 | - | |
| POMONA ASSOCIATES V, L.P. | $0.0 | - | |
| PCPEF GP, LLC | $0.0 | - | |
| POMONA CAPITAL OPPORTUNITIES GP LLC | $0.0 | - | |
| POMONA INVESTORS V, L.P. | $0.0 | - | |
| POMONA SECONDARY ASSOCIATES VI, LLC | $0.0 | - | |
| VOYA INVESTMENT MANAGEMENT (UK) LIMITED | $0.0 | 159442 | |
| OPPORTUNITY INVESTOR P SECONDARY ASSOCIATES LLC | $0.0 | - | |
| POMONA CAPITAL ASIA LIMITED | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES V LLC | $0.0 | - | |
| PPH VIII GP LLC | $0.0 | - | |
| POMONA ASSOCIATES VII, L.P. | $0.0 | - | |
| POMONA PRIMARY ASSOCIATES III, LLC | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES II LLC | $0.0 | - | |
| SLD AMERICA EQUITIES, INC. | $0.0 | broker-dealer | 36259 |
| POMONA ASSOCIATES X, L.P. | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES, LLC | $0.0 | - | |
| POMONA VOYA (US) HOLDINGS ASSOCIATES III LLC | $0.0 | - | |
| POMONA SECONDARY ASSOCIATES VIII, LLC | $0.0 | - | |
| POMONA SECONDARY ASSOCIATES V, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $13.1 | $0.0 | 0% | 38 | 0 | 0% |
| 2025-04-21 | $13.1 | $0.0 | 0% | 38 | 0 | 0% |
| 2024-04-02 | $13.1 | $0.1 | 0% | 33 | 5 | 15% |
| 2023-04-04 | $12.2 | $0.9 | 8% | 29 | 9 | 31% |
| 2022-04-01 | $9.7 | $3.5 | 36% | 29 | 9 | 31% |
| 2021-04-05 | $7.5 | $5.6 | 75% | 29 | 9 | 31% |
| 2020-04-01 | $5.1 | $8.1 | 160% | 28 | 10 | 36% |
| 2019-04-01 | $5.8 | $7.4 | 127% | 28 | 10 | 36% |
| 2018-04-02 | $5.9 | $7.3 | 124% | 29 | 9 | 31% |
| 2017-04-01 | $4.7 | $8.4 | 179% | 30 | 8 | 27% |
| 2016-04-01 | $4.6 | $8.5 | 184% | 28 | 10 | 36% |
| 2015-04-01 | $5.0 | $8.1 | 161% | 24 | 14 | 58% |
| 2014-04-01 | $4.6 | $8.6 | 186% | 30 | 8 | 27% |
| 2013-04-01 | $4.4 | $8.8 | 202% | 32 | 6 | 19% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, NY-12/05/2008 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV