AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.3 |
Non-Discretionary | $0.0 |
Total | $1.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.3 |
Institutional | $0.0 |
Total | $1.3 |
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
13 active
Name | Title |
---|---|
LABE, JAMES, PETER | CHIEF EXECUTIVE OFFICER, MANAGER |
SRIVASTAVA, SAJAL, KUMAR | MANAGER, PRESIDENT AND CHIEF INVESTMENT OFFICER |
GONTAR, MICHAEL, NMN | MANAGER |
TENENBAYEV, STANISLAV, NMN | MANAGER |
TOAN, ROBERT, WINTHROP | MANAGER |
MATHIEU, CHRISTOPER, M. | CHIEF FINANCIAL OFFICER |
LEVINSON, STEVEN, MITCHELL | CHIEF COMPLIANCE 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 | $1.3 | $0.0 | 0% | 70 | 0 | 0% |
2025-04-21 | $1.3 | $0.0 | 0% | 70 | 0 | 0% |
2024-04-02 | $1.6 | -$0.3 | -17% | 70 | 0 | 0% |
2023-04-04 | $1.7 | -$0.4 | -25% | 68 | 2 | 3% |
2022-04-01 | $1.5 | -$0.2 | -14% | 51 | 19 | 37% |
2021-04-05 | $0.8 | $0.5 | 54% | 44 | 26 | 59% |
2020-04-01 | $0.7 | $0.6 | 89% | 35 | 35 | 100% |
2019-04-01 | $0.5 | $0.8 | 177% | 30 | 40 | 133% |
2018-04-02 | $0.5 | $0.8 | 154% | 30 | 40 | 133% |
2017-04-01 | $0.4 | $0.9 | 198% | 30 | 40 | 133% |
2016-04-01 | $0.3 | $1.0 | 314% | 30 | 40 | 133% |
2015-04-01 | $0.3 | $1.0 | 368% | 28 | 42 | 150% |
2014-04-01 | $0.1 | $1.2 | 814% | 27 | 43 | 159% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV