AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $6.5 |
Non-Discretionary | $0.0 |
Total | $6.5 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $6.4 |
Institutional | $0.1 |
Total | $6.5 |
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 |
---|---|---|
COMPUTERSHARE TRUST COMPANY, NATIONAL ASSOCIATION | CANTON-MA-USA | $0.1 |
PRINCIPAL FINANCIAL GROUP, INC. | DES MOINES-IA-USA | $0.0 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.1 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.1 |
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 | 100% | $0.1 |
Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
ANZA GLOBAL LLC | $0.0 | - | |
TILDEN PARK ASSOCIATES I LLC | $0.0 | - | |
TILDEN PARK MANAGEMENT II LLC | $0.0 | - | |
TILDEN PARK MANAGEMENT I LLC | $0.0 | - | |
TILDEN PARK ASSOCIATES II LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
7 active
Name | Title |
---|---|
PRIMER, JEREMY, DANIEL | HEAD OF RESEARCH/CHIEF RISK OFFICER |
BIRNBAUM, JOSHUA, SETH | CHIEF INVESTMENT OFFICER, MANAGING MEMBER |
ALCOFF, SAMUEL, CLIFTON | CHIEF OPERATING OFFICER/CHIEF TECHNICAL OFFICER |
MARGOLIES, NEIL, MATTHEW | GENERAL COUNSEL / CHIEF COMPLIANCE OFFICER |
MAROOF, MICHAEL, MAYER | CHIEF FINANCIAL 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 | $6.5 | $0.0 | 0% | 42 | 0 | 0% |
2025-04-21 | $6.5 | $0.0 | 0% | 42 | 0 | 0% |
2024-04-02 | $7.2 | -$0.8 | -11% | 51 | -9 | -18% |
2023-04-04 | $9.2 | -$2.7 | -30% | 61 | -19 | -31% |
2022-04-01 | $7.7 | -$1.2 | -16% | 61 | -19 | -31% |
2021-04-05 | $11.8 | -$5.4 | -45% | 60 | -18 | -30% |
2020-04-01 | $13.3 | -$6.9 | -51% | 57 | -15 | -26% |
2019-04-01 | $18.8 | -$12.3 | -66% | 55 | -13 | -24% |
2018-04-02 | $17.6 | -$11.1 | -63% | 52 | -10 | -19% |
2017-04-01 | $16.1 | -$9.6 | -60% | 41 | 1 | 2% |
2016-04-01 | $9.7 | -$3.3 | -34% | 40 | 2 | 5% |
2015-04-01 | $5.5 | $0.9 | 17% | 35 | 7 | 20% |
2014-04-01 | $3.5 | $2.9 | 83% | 25 | 17 | 68% |
2013-04-01 | $1.5 | $5.0 | 334% | 17 | 25 | 147% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-03/30/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV