AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.7 |
Non-Discretionary | $0.0 |
Total | $0.7 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.2 |
Institutional | $0.5 |
Total | $0.7 |
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 |
---|---|---|
THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $0.3 |
NORTHERN TRUST COMPANY | CHICAGO-IL-USA | $0.3 |
STATE STREET BANK AND TRUST | BOSTON-MA-USA | $0.1 |
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 | 88% | $0.4 |
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 | 12% | $0.1 |
Other | 0% | $0.0 |
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 |
---|---|---|---|
PRAESIDIUM SOFTWARE ADVISORS, LLC | $0.0 | - | |
PRAESIDIUM ADVISORS, 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 % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $0.7 | $0.0 | 0% | 11 | 0 | 0% |
2025-04-21 | $0.7 | $0.0 | 0% | 11 | 0 | 0% |
2024-04-02 | $0.9 | -$0.2 | -23% | 12 | -1 | -8% |
2023-04-04 | $1.2 | -$0.5 | -43% | 14 | -3 | -21% |
2022-04-01 | $2.0 | -$1.3 | -66% | 13 | -2 | -15% |
2021-04-05 | $2.2 | -$1.6 | -69% | 13 | -2 | -15% |
2020-04-01 | $2.0 | -$1.3 | -65% | 14 | -3 | -21% |
2019-04-01 | $1.6 | -$0.9 | -56% | 11 | 0 | 0% |
2018-04-02 | $1.5 | -$0.8 | -53% | 11 | 0 | 0% |
2017-04-01 | $1.3 | -$0.6 | -48% | 10 | 1 | 10% |
2016-04-01 | $1.2 | -$0.6 | -44% | 9 | 2 | 22% |
2015-04-01 | $1.3 | -$0.6 | -47% | 9 | 2 | 22% |
2014-04-01 | $1.4 | -$0.7 | -50% | 9 | 2 | 22% |
2013-04-01 | $1.1 | -$0.5 | -39% | 8 | 3 | 38% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV