AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $6.5 |
Non-Discretionary | $0.5 |
Total | $7.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $7.0 |
Institutional | $0.0 |
Total | $7.0 |
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 |
---|---|---|---|
TOP TIER CT VENTURE PARTNERS L.P. | $0.0 | - | |
TOP TIER STRATEGIC INVESTMENT MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE CAPITAL IV MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE VELOCITY 4 MANAGEMENT, L.P. | $0.0 | - | |
TOP TIER VENTURE CAPITAL VI MANAGEMENT, LLC | $0.0 | - | |
TOP TIER ALPHA 2 MANAGEMENT, LLC | $0.0 | - | |
TOP TIER EUROPEAN VENTURE CAPITAL MANAGEMENT SCSP | $0.0 | - | |
TOP TIER CAPITAL PARTNERS (UK) LIMITED | $0.0 | - | |
TOP TIER FEEDER MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE CAPITAL VIII MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE VELOCITY MANAGEMENT, LLC | $0.0 | - | |
TOP TIER CLIMATE TECHNOLOGY MANAGEMENT, L.P. | $0.0 | - | |
TTCP CO-INVEST OVERAGE FUND IX MANAGEMENT, LLC | $0.0 | - | |
TOP TIER BVK VENTURE 2021 MANAGEMENT, L.P. | $0.0 | - | |
TOP TIER VENTURE CAPITAL X MANAGEMENT, L.P. | $0.0 | - | |
TOP TIER VENTURE CAPITAL V MANAGEMENT, LLC | $0.0 | - | |
TTCP CO-INVEST FUND X MANAGEMENT, L.P. | $0.0 | - | |
TOP TIER VENTURE VELOCITY 2 MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE VELOCITY GROWTH MANAGEMENT, L.P. | $0.0 | - | |
TOP TIER VENTURE CAPITAL VII MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE CAPITAL CAYMAN ADMINISTRATIVE, LTD. | $0.0 | - | |
TOP TIER VENTURE VELOCITY Q MANAGEMENT, LLC | $0.0 | - | |
TTCP NMERB II GP, LLC | $0.0 | - | |
TOP TIER VENTURE CAPITAL IX MANAGEMENT, LLC | $0.0 | - | |
SVO GP, L.P. | $0.0 | - | |
TOP TIER BVK VENTURE 2014 MANAGEMENT, LLC | $0.0 | - | |
TOP TIER BVK VENTURE 2019 MANAGEMENT, LLC | $0.0 | - | |
TOP TIER RAG-S INNOVATION MANAGEMENT, LLC | $0.0 | - | |
TOP TIER EUROPEAN VENTURE CAPITAL MANAGEMENT UGP S.À R.L. | $0.0 | - | |
TOP TIER VENTURE VELOCITY 3 MANAGEMENT, LLC | $0.0 | - | |
TTCP NMERB GROWTH GP, LLC | $0.0 | - | |
TTCP NHCO MANAGEMENT, LLC | $0.0 | - | |
TOP TIER VENTURE VELOCITY PRIME MANAGEMENT, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
37 active
Name | Title |
---|---|
YORK, DAVID, ARTHUR | DIRECTOR, EXECUTIVE OFFICER AND MEMBER (COMMON CLASS) |
EDGAR, LISA, MARIE | MEMBER (COMMON CLASS) |
EU, ROBERT, JAMES | DIRECTOR, MEMBER |
HAMBRECHT, ELIZABETH, BOYER | MANAGER, MEMBER |
WARREN, SEAN, CHARLES | MANAGER, MEMBER, MEMBER (COMMON CLASS) |
DUNLAP, KEVIN, ERIC | MANAGING MEMBER, DIRECTOR |
SCHOETTLER, JASON, MICHAEL | MANAGING MEMBER |
MORRISSEY, JOHN, CARROLL | MANAGING DIRECTOR, SUCCESSOR TRUSTEE |
SHEA, MARY, SHEA | TRUSTEE |
WARREN, ANNE, EU | MEMBER |
SHEA, JOHN, FRANCIS | SHAREHOLDER/TRUSTEE |
SHEA, DOROTHY, BABBITT | SHAREHOLDER/TRUSTEE |
SHEA, PETER, OWEN | SHAREHOLDER/TRUSTEE |
SHEA, CAROLYN, HAND | SHAREHOLDER/TRUSTEE |
ARCHIBALD, JESSICA, LEE | DIRECTOR, EXECUTIVE OFFICER AND MEMBER (COMMON CLASS) |
TIMOLL, GARTH, ANDREW | DIRECTOR, EXECUTIVE OFFICER AND MEMBER (COMMON CLASS) |
DONOVAN, DENIS, PATRICK | DIRECTOR |
TAO, RUTH, WINONA | MEMBER |
FITZGERALD, ERIC, TIMOTHY | EXECUTIVE OFFICER AND MEMBER (COMMON CLASS) |
BHATTACHARYA, PROMIT, (NMN) | CHIEF FINANCIAL OFFICER AND CHIEF OPERATING OFFICER |
ENGEL, SEAN, MICHAEL | EXECUTIVE OFFICER AND MEMBER (COMMON CLASS) |
DILLON, BRIAN, CHRISTOPHER | CHIEF COMPLIANCE OFFICER |
BAKER, BRENDAN, DANFORD | HEAD OF LEGAL AND COMPLIANCE |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-05-02 | $7.0 | $0.0 | 0% | 47 | 0 | 0% |
2025-04-21 | $7.0 | $0.0 | 0% | 47 | 0 | 0% |
2024-04-02 | $7.2 | -$0.2 | -3% | 48 | -1 | -2% |
2023-04-04 | $7.9 | -$0.9 | -11% | 41 | 6 | 15% |
2022-04-01 | $8.1 | -$1.1 | -14% | 37 | 10 | 27% |
2021-04-05 | $5.1 | $1.9 | 36% | 26 | 21 | 81% |
2020-04-01 | $7.5 | -$0.5 | -7% | 25 | 22 | 88% |
2019-04-01 | $6.9 | $0.1 | 2% | 30 | 17 | 57% |
2018-04-02 | $6.3 | $0.7 | 11% | 32 | 15 | 47% |
2017-04-01 | $5.3 | $1.7 | 31% | 26 | 21 | 81% |
2016-04-01 | $5.2 | $1.8 | 34% | 24 | 23 | 96% |
2015-04-01 | $2.3 | $4.7 | 201% | 20 | 27 | 135% |
2014-04-01 | $2.3 | $4.7 | 201% | 20 | 27 | 135% |
2013-04-01 | $2.0 | $5.0 | 256% | 18 | 29 | 161% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-08/20/2007, MA-11/04/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV