AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.1 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 105 | $0.2 |
| Average HNW AUM | $2,354,847 | |
| Retail Total | 105 | $0.2 |
| Average Retail AUM | $2,354,847 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
| BESSEMER TRUST | PALM BEACH-FL-USA | $0.0 |
| E*TRADE SECURITIES LLC | NEW YORK-NY-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 66% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 9% | $0.0 |
| Municipal | 12% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 9% | $0.0 |
| Other Pools | 1% | $0.0 |
| Cash | 3% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| RIDGEVIEW GP IV, LLC | $0.0 | - | |
| RIDGEVIEW GP, LLC | $0.0 | - | |
| RIDGEVIEW GP II, LLC | $0.0 | - | |
| RIDGEVIEW GP III, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL ROBINSON | STAMFORD | CT | S65|2019-06-12 | ||||||
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2025-04-21 | $0.3 | $0.0 | 0% | 3 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 18% | 3 | 0 | 0% |
| 2023-04-04 | $0.2 | $0.1 | 54% | 3 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.1 | 43% | 3 | 0 | 0% |
| 2021-04-05 | $0.2 | $0.2 | 98% | 3 | 0 | 0% |
| 2020-04-01 | $0.1 | $0.2 | 130% | 3 | 0 | 0% |
| 2019-04-01 | $0.1 | $0.2 | 129% | 3 | 0 | 0% |
| 2018-04-02 | $0.1 | $0.2 | 187% | 2 | 1 | 50% |
| 2017-04-01 | $0.0 | $0.3 | 1186% | 1 | 2 | 200% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| CT, CA-10/23/2018, CT-10/23/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV