AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.3 |
Non-Discretionary | $0.0 |
Total | $1.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.3 |
Institutional | $0.0 |
Total | $1.3 |
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 |
---|---|---|---|
SDP OPPORTUNITIES MANAGEMENT, LLC | $0.0 | - | |
SDP FLAGSHIP MANAGEMENT, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
4 active
Name | Title |
---|---|
CHOUDHURY, SUMIT, ROY | INVESTMENT PARTNER |
ALAM, QAZI, MUNIRUL | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER |
NYBERG, CHARLENE, MAY-GANG | CHIEF FINANCIAL OFFICER |
PACKER, BRADLEY, JAMES | CHIEF COMPLIANCE OFFICER AND CONTROLLER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-08-01 | $1.3 | $0.0 | 0% | 14 | 0 | 0% |
2025-04-21 | $1.3 | $0.0 | 0% | 14 | 0 | 0% |
2024-04-02 | $1.1 | $0.1 | 12% | 14 | 0 | 0% |
2023-04-04 | $0.9 | $0.4 | 39% | 13 | 1 | 8% |
2022-04-01 | $0.9 | $0.4 | 43% | 12 | 2 | 17% |
2021-04-05 | $0.6 | $0.7 | 122% | 11 | 3 | 27% |
2020-04-01 | $0.4 | $0.8 | 186% | 10 | 4 | 40% |
2019-04-01 | $0.5 | $0.8 | 177% | 10 | 4 | 40% |
2018-04-02 | $0.4 | $0.8 | 183% | 10 | 4 | 40% |
2017-04-01 | $0.4 | $0.9 | 217% | 10 | 4 | 40% |
2016-04-01 | $0.4 | $0.9 | 249% | 10 | 4 | 40% |
2015-04-01 | $0.4 | $0.9 | 232% | 8 | 6 | 75% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-02/02/2018 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV