AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $25.8 |
Non-Discretionary | $0.0 |
Total | $25.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $25.8 |
Institutional | $0.0 |
Total | $25.8 |
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 |
---|---|---|---|
VOYA INVESTMENT MANAGEMENT CO. LLC | $253.8 | 106494 | |
VOYA INVESTMENTS, LLC | $55.4 | 111091 | |
VOYA INVESTMENT MANAGEMENT LLC | $32.5 | 108934 | |
VOYA RETIREMENT ADVISORS, LLC | $30.9 | 3989 | |
POMONA MANAGEMENT LLC | $13.1 | 148269 | |
VOYA FINANCIAL ADVISORS, INC. | $2.7 | broker-dealer | 2882 |
CZECH ASSET MANAGEMENT, L.P. | $1.8 | 159308 | |
POMONA EUROPE ADVISERS LTD. | $0.0 | - | |
POMONA CAPITAL ASIA LIMITED | $0.0 | - | |
VOYA INVESTMENTS DISTRIBUTOR, LLC | $0.0 | broker-dealer | 37886 |
VOYA FINANCIAL PARTNERS, LLC | $0.0 | broker-dealer | 34815 |
VOYA INVESTMENT TRUST CO. | $0.0 | trust company | - |
VOYA INVESTMENT MANAGEMENT (UK) LIMITED | $0.0 | 159442 | |
VOYA ALTERNATIVE ASSET MANAGEMENT IRELAND LIMITED | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
Name | Title |
---|---|
SAHIBZADA, AMIR | CHIEF RISK OFFICER & MANAGING DIRECTOR |
TOMS, MATTHEW, NMN | CHIEF EXECUTIVE OFFICER & SENIOR MANAGING DIRECTOR |
FINK, JAMES, MICHAEL | CHIEF ADMINISTRATIVE OFFICER & MANAGING DIRECTOR |
FALGOUT, HUEY, PAUL | HEAD OF IM LEGAL & MANAGING DIRECTOR |
FAVER, MICHELINE, SUZANNE | CHIEF COMPLIANCE OFFICER & MANAGING DIRECTOR |
TUZZA, JACOB, JOHN | HEAD OF DISTRIBUTION & SENIOR MANAGING DIRECTOR |
COSTA, VINCENT, JOSEPH | CHIEF INVESTMENT OFFICER OF EQUITIES & SENIOR MANAGING DIRECTOR |
PETERS, MICHAEL, HUBERTUS | CHIEF OPERATING OFFICER & SENIOR MANAGING DIRECTOR |
WOLFF, MARKUS, NMN | CHIEF FINANCIAL OFFICER & MANAGING DIRECTOR |
STEIN, ERIC, A | HEAD OF INVESTMENTS, CHIEF INVESTMENT OFFICER, FIXED INCOME & SENIOR MANAGING DIRECTOR |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $25.8 | $0.0 | 0% | 120 | 0 | 0% |
2025-04-21 | $25.8 | $0.0 | 0% | 120 | 0 | 0% |
2024-04-02 | $24.7 | $1.1 | 4% | 120 | 0 | 0% |
2023-04-04 | $25.8 | $0.0 | 0% | 120 | 0 | 0% |
2022-04-01 | $26.5 | -$0.6 | -2% | 115 | 5 | 4% |
2021-04-05 | $27.4 | -$1.6 | -6% | 129 | -9 | -7% |
2020-04-01 | $25.1 | $0.7 | 3% | 135 | -15 | -11% |
2019-04-01 | $16.5 | $9.3 | 56% | 136 | -16 | -12% |
2018-04-02 | $13.6 | $12.2 | 89% | 132 | -12 | -9% |
2017-04-01 | $12.2 | $13.6 | 112% | 131 | -11 | -8% |
2016-04-01 | $9.9 | $15.9 | 162% | 112 | 8 | 7% |
2015-04-01 | $9.1 | $16.7 | 182% | 111 | 9 | 8% |
2014-04-01 | $7.6 | $18.2 | 239% | 106 | 14 | 13% |
2013-04-01 | $6.2 | $19.7 | 319% | 104 | 16 | 15% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, CO-04/26/2011 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV