AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
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 |
---|---|---|---|
RCP ADVISORS 2, LLC | $20.6 | 289963 | |
TRUEBRIDGE CAPITAL PARTNERS LLC | $9.6 | 155425 | |
WESTECH INVESTMENT ADVISORS LLC | $2.1 | 110429 | |
FIVE POINTS CAPITAL LLC | $1.2 | 160792 | |
ENHANCED CAPITAL PARTNERS, LLC | $0.9 | 170236 | |
P10 ADVISORS, LLC | $0.3 | 314664 | |
RCP ADVISORS IV, LLC | $0.0 | - | |
RCP ADVISORS V, LLC | $0.0 | - | |
RCP ADVISORS VII, LLC | $0.0 | - | |
RCPDIRECT GP, LLC | $0.0 | - | |
RCP ADVISORS VI, LLC | $0.0 | - | |
RCP-SOF, LLC | $0.0 | - | |
HARK CAPITAL ADVISORS, LLC | $0.0 | 316713 | |
BONACCORD CAPITAL ADVISORS, LLC | $0.0 | 316716 | |
RCP ADVISORS 3, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
Name | Title |
---|---|
HUEBNER, CHARLES, KEYDEL | ELECTED MANAGER AND CHIEF EXECUTIVE OFFICER |
LYNDE, DENNIS, PATRICK | MANAGER, TRUSTEE |
BLATHERWICK, NELL, MERSHON | SECRETARY AND CHIEF COMPLIANCE OFFICER |
DANIS, THOMAS, PATRICK | ELECTED MANAGER |
NELSON, ANDREW, ROWAN | TREASURER AND CHIEF FINANCIAL OFFICER |
MADORSKY, JON, IAN | ELECTED MANAGER |
MC COY, DAVID, MICHAEL | ELECTED MANAGER |
ABELL, ALEXANDER, ISRAEL | ELECTED MANAGER AND VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
2025-04-21 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
2024-04-02 | $0.2 | -$0.2 | -89% | 0 | 0 | 0% |
2023-04-04 | $0.3 | -$0.2 | -90% | 0 | 0 | 0% |
2022-04-01 | $0.4 | -$0.3 | -93% | 0 | 0 | 0% |
2021-04-05 | $0.4 | -$0.4 | -94% | 0 | 0 | 0% |
2020-04-01 | $0.5 | -$0.5 | -95% | 0 | 0 | 0% |
2019-04-01 | $0.8 | -$0.8 | -97% | 0 | 0 | 0% |
2018-04-02 | $1.0 | -$1.0 | -97% | 0 | 0 | 0% |
2017-04-01 | $4.5 | -$4.4 | -99% | 44 | -44 | -100% |
2016-04-01 | $4.3 | -$4.3 | -99% | 41 | -41 | -100% |
2015-04-01 | $3.9 | -$3.9 | -99% | 34 | -34 | -100% |
2014-04-01 | $2.6 | -$2.6 | -99% | 32 | -32 | -100% |
2013-04-01 | $2.4 | -$2.3 | -99% | 25 | -25 | -100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
IL, IL-11/04/2005 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV