AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $23.9 |
| Non-Discretionary | $0.0 |
| Total | $23.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $23.9 |
| Institutional | $0.0 |
| Total | $23.9 |
| 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 |
|---|---|---|---|
| TOWERS WATSON INVESTMENT SERVICES, INC. | $52.2 | 110473 | |
| TOWERS WATSON LIMITED | $0.0 | - | |
| WESTPORT FINANCIAL SERVICES, L.L.C. | $0.0 | broker-dealer | 38449 |
| CARNE GLOBAL FUND MANAGERS (IRELAND) LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $23.9 | $0.0 | 0% | 161 | 0 | 0% |
| 2025-04-21 | $23.9 | $0.0 | 0% | 161 | 0 | 0% |
| 2024-04-02 | $23.5 | $0.4 | 2% | 94 | 67 | 71% |
| 2023-04-04 | $24.8 | -$0.9 | -4% | 53 | 108 | 204% |
| 2022-04-01 | $35.6 | -$11.7 | -33% | 53 | 108 | 204% |
| 2021-04-05 | $33.3 | -$9.4 | -28% | 53 | 108 | 204% |
| 2020-04-01 | $27.5 | -$3.5 | -13% | 60 | 101 | 168% |
| 2019-04-01 | $22.2 | $1.7 | 8% | 63 | 98 | 156% |
| 2018-04-02 | $16.7 | $7.2 | 43% | 55 | 106 | 193% |
| 2017-04-01 | $6.4 | $17.5 | 274% | 50 | 111 | 222% |
| 2016-04-01 | $4.6 | $19.3 | 420% | 35 | 126 | 360% |
| 2015-04-01 | $2.0 | $21.9 | 1096% | 15 | 146 | 973% |
| 2014-04-01 | $1.1 | $22.8 | 2075% | 15 | 146 | 973% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV