AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $8.7 |
Non-Discretionary | $0.0 |
Total | $8.7 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $8.7 |
Institutional | $0.0 |
Total | $8.7 |
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 |
---|
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 |
---|---|---|---|
SENTINEL MCA AV GP, L.P. | $0.0 | - | |
SENTINEL PARTNERS VII, L.P. | $0.0 | - | |
SENTINEL PARTNERS V, L.P. | $0.0 | - | |
SENTINEL PARTNERS IV, L.P. | $0.0 | - | |
SENTINEL JUNIOR PARTNERS II, L.P. | $0.0 | - | |
SENTINEL PARTNERS VI, L.P. | $0.0 | - | |
SENTINEL CONTINUATION PARTNERS I, L.P. | $0.0 | - | |
SENTINEL JUNIOR PARTNERS I, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
19 active
Name | Title |
---|---|
LOBEL, DAVID, STANTON | FOUNDER AND MANAGING PARTNER, OWNER |
MCCORMACK, JOHN, FRANCIS | CO-FOUNDER AND SENIOR PARTNER |
BOMMER, ERIC, DAVID | PARTNER |
COADY, JAMES, DOUGLAS | PARTNER |
MURPHY, PAUL, FRANCIS | PARTNER |
LEVY, DOUGLAS, GREGG | CHIEF FINANCIAL OFFICER |
FABIAN, MICHAEL, JAMES | PARTNER |
TAURASSI, VINCENT, EDWARD | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL |
PERRY, CORDON, SCOTT | PARTNER |
VAN SICKLE, JOHN, CAREY | PARTNER |
SCHIRES, GARRETT, BRIAN | PARTNER |
BASHAM, OWEN, MARTIN | PARTNER |
TAM, SANDY, NMN | CHIEF ACCOUNTING OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $8.7 | $0.0 | 0% | 59 | 0 | 0% |
2025-04-21 | $8.7 | $0.0 | 0% | 59 | 0 | 0% |
2024-04-02 | $9.1 | -$0.5 | -5% | 62 | -3 | -5% |
2023-04-04 | $10.0 | -$1.4 | -14% | 46 | 13 | 28% |
2022-04-01 | $5.2 | $3.5 | 68% | 42 | 17 | 40% |
2021-04-05 | $5.0 | $3.7 | 75% | 40 | 19 | 48% |
2020-04-01 | $4.2 | $4.5 | 107% | 37 | 22 | 59% |
2019-04-01 | $4.1 | $4.5 | 110% | 31 | 28 | 90% |
2018-04-02 | $1.6 | $7.1 | 448% | 32 | 27 | 84% |
2017-04-01 | $2.0 | $6.7 | 341% | 33 | 26 | 79% |
2016-04-01 | $2.0 | $6.6 | 326% | 31 | 28 | 90% |
2015-04-01 | $2.1 | $6.6 | 317% | 30 | 29 | 97% |
2014-04-01 | $2.1 | $6.6 | 315% | 27 | 32 | 119% |
2013-04-01 | $0.9 | $7.8 | 853% | 25 | 34 | 136% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-03/23/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV