AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $7.2 |
Non-Discretionary | $0.0 |
Total | $7.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $7.2 |
Institutional | $0.0 |
Total | $7.2 |
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 |
---|---|---|---|
PPC GP III LP | $0.0 | - | |
PPC FUND GP II LP | $0.0 | - | |
PPC GP IV LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
Name | Title |
---|---|
CARBONE, PAUL, JOHN | VICE CHAIRMAN; LIMITED PARTNER |
MUENSTER, THOMAS, JEFFERSON | TRUSTEE OF THE DGC GERMANIUM TRUST DATED 12/5/2007, TRUSTEE OF DGC GERMANIUM TRUST DATED 12/5/2007 |
PRITZKER, ANTHONY, NICHOLAS | CHAIRMAN, CHIEF EXECUTIVE OFFICER |
PAINE, STEPHANIE, MARIE | CHIEF FINANCIAL OFFICER, CHIEF ADMINISTRATIVE OFFICER |
WEST, BRADLEY, WILLIAM | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, GENERAL COUNSEL |
KUTLER, JON, BRYAN | TRUSTEE OF THE DON NICHOLAS TRUST DATED 12/5/2007, TRUSTEE OF DON NICHOLAS TRUST DATED 12/5/2007 |
NELSON, MICHAEL, LAIRD | MANAGING PARTNER - HEAD OF INVESTING; LIMITED PARTNER |
GAU, DAVID, ALLEN | PRESIDENT & HEAD OF OPERATIONS; LIMITED PARTNER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $7.2 | $0.0 | 0% | 49 | 0 | 0% |
2025-04-21 | $7.2 | $0.0 | 0% | 49 | 0 | 0% |
2024-04-02 | $5.6 | $1.7 | 30% | 52 | -3 | -6% |
2023-04-04 | $4.1 | $3.1 | 77% | 45 | 4 | 9% |
2022-04-01 | $4.0 | $3.3 | 82% | 39 | 10 | 26% |
2021-04-05 | $2.9 | $4.3 | 146% | 40 | 9 | 22% |
2020-04-01 | $1.1 | $6.1 | 539% | 32 | 17 | 53% |
2019-04-01 | $1.8 | $5.4 | 302% | 32 | 17 | 53% |
2018-04-02 | $0.0 | $0.0 | 0% | 26 | 23 | 88% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IL, CA-03/02/2018, IL-03/02/2018 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV