AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $60.5 |
Non-Discretionary | $0.0 |
Total | $60.5 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $60.5 |
Institutional | $0.0 |
Total | $60.5 |
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 |
---|---|---|---|
SCHF (GPE), LLC | $20.6 | 157389 | |
SCGE MANAGEMENT, L.P. | $9.8 | 157402 | |
SEQUOIA CAPITAL FUND MANAGEMENT, L.P. | $0.0 | - | |
SCGF V MANAGEMENT, L.P. | $0.0 | - | |
SCGGF MANAGEMENT, L.P. | $0.0 | - | |
SC US/E SEED FUND V MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. GROWTH VI MANAGEMENT, L.P. | $0.0 | - | |
SCGF IV MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. GROWTH VIII MANAGEMENT, L.P. | $0.0 | - | |
SCGGF III - ENDURANCE PARTNERS MANAGEMENT, L.P. | $0.0 | - | |
SCFF MANAGEMENT, LLC | $0.0 | - | |
SC U.S. GROWTH IX MANAGEMENT, L.P. | $0.0 | - | |
SC GLOBAL GROWTH II MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. GROWTH VII MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. VENTURE 2010 MANAGEMENT, L.P. | $0.0 | - | |
SCHF (GPE) KY, LLC | $0.0 | - | |
SCHF MANAGEMENT, L.P. | $0.0 | - | |
SC US/E EXPANSION FUND I MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. VENTURE XV MANAGEMENT, L.P. | $0.0 | - | |
SC US/E CRYPTO FUND I MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. VENTURE XIV MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. VENTURE XVII MANAGEMENT, L.P. | $0.0 | - | |
SC US/E VENTURE FUND XVIII MANAGEMENT, L.P. | $0.0 | - | |
SC US/E GROWTH FUND X MANAGEMENT, L.P. | $0.0 | - | |
SC XII MANAGEMENT, LLC | $0.0 | - | |
SCGE (LTGP), L.P. | $0.0 | - | |
SC U.S. SCOUT SEED FUND III MANAGEMENT, L.P. | $0.0 | - | |
SCGF III MANAGEMENT, LLC | $0.0 | - | |
SCGGF III - U.S./INDIA MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. VENTURE XVI MANAGEMENT, L.P. | $0.0 | - | |
SC US/E ECOSYSTEM FUND I MANAGEMENT, L.P. | $0.0 | - | |
SC U.S. SCOUT SEED FUND 2013 MANAGEMENT, L.P. | $0.0 | - | |
SC US/E SEED FUND IV MANAGEMENT, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
35 active
Name | Title |
---|---|
LEONE, DOUGLAS, MAURO | MANAGING MEMBER, TRUSTEE |
LEONE, PATRICIA, PERKINS | TRUSTEE |
BOTHA, ROELOF, FREDERIK | TRUSTEE, MANAGING MEMBER |
CHAN, HUIFEN, NMN | TRUSTEE |
GOETZ, JAMES, J. | MANAGING MEMBER |
LIN, ALFRED, NMN | MANAGING MEMBER, TRUSTEE |
GRADY, PATRICK, WILLIAM | MANAGING MEMBER, TRUSTEE |
KLEMCHUK, MARIE, LOUISE | CHIEF FINANCIAL OFFICER |
SON, JUNG, YEON | CHIEF LEGAL OFFICER |
REBECCA, LIN, CHAO-HUI | TRUSTEE |
MILLER, MATTHEW, CRAIG | MANAGING MEMBER, TRUSTEE |
LEE, JESSICA, YOKO WAI-MIN | MANAGING MEMBER |
REED, ANDREW, PHILLIPS | MANAGING MEMBER |
MAGUIRE, SHAUN, MACBRIDE | MANAGING MEMBER |
GUO, SARAH, NMN | TRUSTEE |
GUPTA, RAVINDER, KUMAR | MANAGING MEMBER |
ZHAN, STEPHANIE, MICHELLE | MANAGING MEMBER |
BALKANSKY, BOGOMIL, G | MANAGING MEMBER |
BUHLER, KONSTANTINE, ROBERT | MANAGING MEMBER |
MILLER, MANDY, SUE | TRUSTEE |
CAHN, DAVID, SOLOMON | MANAGING MEMBER |
HUANG, SONYA, RUI | MANAGING MEMBER |
BALBALE, SUMAIYA, NMN | COO & OPERATING PARTNER |
SCHREIER, ROBERT, BRYAN | MANAGING MEMBER |
CHANG, ROBIN, SEJIN | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $60.5 | $0.0 | 0% | 181 | 0 | 0% |
2025-04-21 | $60.5 | $0.0 | 0% | 181 | 0 | 0% |
2024-04-02 | $56.3 | $4.1 | 7% | 202 | -21 | -10% |
2023-04-04 | $53.3 | $7.2 | 13% | 202 | -21 | -10% |
2022-04-01 | $85.5 | -$25.1 | -29% | 169 | 12 | 7% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-01/03/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV