AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $2.3 |
Non-Discretionary | $0.0 |
Total | $2.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $2.3 |
Institutional | $0.0 |
Total | $2.3 |
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 |
---|---|---|---|
SILVER HILL ENERGY PARTNERS GP, LLC | $0.0 | - | |
SILVER HILL III GP, LP | $0.0 | - | |
SILVER HILL IV GP, LP | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
Name | Title |
---|---|
REA, TAYLOR, BENNETT | SVP, CHIEF ACCOUNTING OFFICER AND CCO |
MILLER, KYLE, DAVID | SOLE MEMBER, PRESIDENT AND CEO |
HALPIN, PATRICK, HADDEN | SVP - FINANCE |
SMETKO, SCOTT, ROBERT | SVP - STRATEGY AND DEVELOPMENT |
WELLSFRY, DREW, LOWELL | EVP AND CHIEF OPERATING 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 | $2.3 | $0.0 | 0% | 41 | 0 | 0% |
2025-04-21 | $2.3 | $0.0 | 0% | 41 | 0 | 0% |
2024-04-02 | $1.9 | $0.4 | 19% | 26 | 15 | 58% |
2023-04-04 | $0.8 | $1.5 | 179% | 26 | 15 | 58% |
2022-04-01 | $0.7 | $1.6 | 223% | 17 | 24 | 141% |
2021-04-05 | $0.1 | $2.2 | 1487% | 8 | 33 | 412% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, TX-12/10/2020 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV