AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.1 |
| 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 | $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 |
|---|---|---|---|
| PROPHET EQUITY MANAGEMENT II LLC | $0.2 | 170614 | |
| PROPHET EQUITY PARTNERS HOLDINGS LLC | $0.0 | - | |
| PROPHET EQUITY HOLDINGS LLC | $0.0 | - | |
| PROPHET EQUITY GP LP | $0.0 | - | |
| PROPHET EQUITY PARTNERS LP | $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 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.1 | $0.0 | -7% | 8 | -2 | -25% |
| 2023-04-04 | $0.1 | $0.0 | -40% | 6 | 0 | 0% |
| 2022-04-01 | $0.1 | -$0.1 | -56% | 8 | -2 | -25% |
| 2021-04-05 | $0.1 | -$0.1 | -56% | 14 | -8 | -57% |
| 2020-04-01 | $0.2 | -$0.1 | -71% | 13 | -7 | -54% |
| 2019-04-01 | $0.3 | -$0.3 | -83% | 14 | -8 | -57% |
| 2018-04-02 | $0.4 | -$0.3 | -86% | 14 | -8 | -57% |
| 2017-04-01 | $0.4 | -$0.3 | -84% | 15 | -9 | -60% |
| 2016-04-01 | $0.5 | -$0.4 | -88% | 13 | -7 | -54% |
| 2015-04-01 | $0.6 | -$0.6 | -91% | 14 | -8 | -57% |
| 2014-04-01 | $0.5 | -$0.5 | -89% | 13 | -7 | -54% |
| 2013-04-01 | $0.3 | -$0.3 | -82% | 13 | -7 | -54% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, TX-03/28/2025 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV