AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $3.7 |
| Non-Discretionary | $0.0 |
| Total | $3.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $3.7 |
| Institutional | $0.0 |
| Total | $3.7 |
| 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 |
|---|---|---|---|
| STONEHILL GENERAL PARTNER, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
| Name | Title |
|---|---|
| MOTULSKY, JOHN, ALEXANDER | PARTNER, PRINCIPAL |
| WILSON, CHRISTOPHER, ELIOT | PARTNER (RETIRED) |
| SACKS, JONATHAN, SCOTT | PARTNER |
| THOYER, MICHAEL, JOHN | PARTNER |
| MALEK, PAUL, DAVID | GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER |
| SISITSKY, PETER, M | PARTNER |
| STERN, MICHAEL, LENARD | PARTNER |
| LAU, WANG MEI | CHIEF FINANCIAL OFFICER |
| ARORA, SAMIR | PARTNER |
| ZWAHLEN, GARRETT, LEE | PARTNER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $3.7 | $0.0 | 0% | 23 | 0 | 0% |
| 2025-04-21 | $3.7 | $0.0 | 0% | 23 | 0 | 0% |
| 2024-04-02 | $3.3 | $0.4 | 13% | 20 | 3 | 15% |
| 2023-04-04 | $3.2 | $0.5 | 17% | 17 | 6 | 35% |
| 2022-04-01 | $3.5 | $0.3 | 8% | 17 | 6 | 35% |
| 2021-04-05 | $3.7 | $0.0 | 1% | 18 | 5 | 28% |
| 2020-04-01 | $2.8 | $1.0 | 34% | 19 | 4 | 21% |
| 2019-04-01 | $2.8 | $1.0 | 34% | 19 | 4 | 21% |
| 2018-04-02 | $2.5 | $1.2 | 49% | 19 | 4 | 21% |
| 2017-04-01 | $3.0 | $0.7 | 24% | 18 | 5 | 28% |
| 2016-04-01 | $2.8 | $0.9 | 34% | 17 | 6 | 35% |
| 2015-04-01 | $2.9 | $0.8 | 29% | 18 | 5 | 28% |
| 2014-04-01 | $3.2 | $0.5 | 15% | 17 | 6 | 35% |
| 2013-04-01 | $3.3 | $0.4 | 12% | 17 | 6 | 35% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV