AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $32.5 |
Non-Discretionary | $0.0 |
Total | $32.5 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $32.5 |
Total | $32.5 |
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 |
---|---|---|
THE BANK OF NEW YORK MELLON | NEW YORK-NY-USA | $33.8 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $32.5 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $32.5 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 2% | $0.6 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 26% | $8.4 |
HY Credit | 1% | $0.3 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 2% | $0.6 |
Other | 69% | $22.4 |
Total | 100% | $32.5 |
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 RETIREMENT ADVISORS, LLC | $30.9 | 3989 | |
VOYA ALTERNATIVE ASSET MANAGEMENT LLC | $25.8 | 107235 | |
POMONA MANAGEMENT LLC | $13.1 | 148269 | |
VOYA FINANCIAL ADVISORS, INC. | $2.7 | broker-dealer | 2882 |
CZECH ASSET MANAGEMENT, L.P. | $1.8 | 159308 | |
VOYA ALTERNATIVE ASSET MANAGEMENT IRELAND LIMITED | $0.0 | - | |
VOYA INVESTMENT TRUST CO. | $0.0 | trust company | - |
VOYA INVESTMENTS DISTRIBUTOR, LLC | $0.0 | broker-dealer | 37886 |
POMONA EUROPE ADVISERS LTD. | $0.0 | - | |
VOYA INVESTMENT MANAGEMENT (UK) LIMITED | $0.0 | 159442 | |
POMONA CAPITAL ASIA LIMITED | $0.0 | - | |
VOYA FINANCIAL PARTNERS, LLC | $0.0 | broker-dealer | 34815 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 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 |
TUZZA, JACOB, JOHN | HEAD OF DISTRIBUTION & SENIOR MANAGING DIRECTOR |
FAVER, MICHELINE, SUZANNE | CHIEF COMPLIANCE OFFICER & 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 | $32.5 | $0.0 | 0% | 880 | 0 | 0% |
2025-04-21 | $32.5 | $0.0 | 0% | 880 | 0 | 0% |
2024-04-02 | $33.8 | -$1.4 | -4% | 879 | 1 | 0% |
2023-04-04 | $36.5 | -$4.0 | -11% | 880 | 0 | 0% |
2022-04-01 | $43.5 | -$11.1 | -25% | 760 | 120 | 16% |
2021-04-05 | $69.6 | -$37.1 | -53% | 780 | 100 | 13% |
2020-04-01 | $64.5 | -$32.0 | -50% | 798 | 82 | 10% |
2019-04-01 | $59.4 | -$26.9 | -45% | 788 | 92 | 12% |
2018-04-02 | $90.8 | -$58.3 | -64% | 822 | 58 | 7% |
2017-04-01 | $89.9 | -$57.4 | -64% | 860 | 20 | 2% |
2016-04-01 | $87.2 | -$54.7 | -63% | 896 | -16 | -2% |
2015-04-01 | $86.6 | -$54.1 | -62% | 916 | -36 | -4% |
2014-04-01 | $84.4 | -$51.9 | -62% | 888 | -8 | -1% |
2013-04-01 | $92.3 | -$59.8 | -65% | 896 | -16 | -2% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
GA, CO-05/23/2007 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV