AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $3.6 |
Non-Discretionary | $0.0 |
Total | $3.6 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $3.6 |
Institutional | $0.0 |
Total | $3.6 |
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 |
---|---|---|---|
CLP MONETATE CO-INVEST GP, LLC | $0.0 | - | |
CLP SELECT OPPORTUNITIES II GP, LLC | $0.0 | - | |
CENTRE LANE PARTNERS III GP, LLC | $0.0 | - | |
ZM PRIVATE EQUITY FUND I GP, LLC | $0.0 | - | |
CLP 2012 GP, LLC | $0.0 | - | |
ZM PRIVATE EQUITY FUND II GP, LLC | $0.0 | - | |
CENTRE LANE SOLUTIONS PARTNERS GP, LLC | $0.0 | - | |
CENTRE LANE PARTNERS IV GP, LLC | $0.0 | - | |
CENTRE LANE CREDIT PARTNERS II GP, LLC | $0.0 | - | |
CENTRE LANE CREDIT PARTNERS II-A GP, LLC | $0.0 | - | |
CENTRE LANE PARTNERS V GP, LLC | $0.0 | - | |
CENTRE LANE PARTNERS, LLC | $0.0 | - | |
CENTRE LANE CREDIT PARTNERS II-B GP, LLC | $0.0 | - | |
CLP WIS CO-INVEST GP, LLC | $0.0 | - | |
CENTRE LANE CREDIT PARTNERS III GP, LLC | $0.0 | - | |
CLP SELECT OPPORTUNITIES GP, LLC | $0.0 | - | |
Q&U PARTNERS LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
6 active
Name | Title |
---|---|
MAPATUNA, UPACALA, THERESA | LIMITED PARTNER, GENERAL PARTNER |
MORGAN, QUINN, DANGERFIELD | LIMITED PARTNER, GENERAL PARTNER |
HOGAN, MICHAEL, FRANCIS | CHIEF COMPLIANCE OFFICER |
EAGLE, KENNETH, SCOTT | CHIEF FINANCIAL OFFCIER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $3.6 | $0.0 | 0% | 48 | 0 | 0% |
2024-04-02 | $3.6 | $0.0 | 0% | 48 | 0 | 0% |
2023-04-04 | $3.5 | $0.1 | 3% | 36 | 12 | 33% |
2022-04-01 | $3.0 | $0.5 | 18% | 35 | 13 | 37% |
2021-04-05 | $2.4 | $1.2 | 48% | 29 | 19 | 66% |
2020-04-01 | $2.2 | $1.4 | 63% | 28 | 20 | 71% |
2019-04-01 | $1.5 | $2.1 | 147% | 27 | 21 | 78% |
2018-04-02 | $0.9 | $2.7 | 298% | 20 | 28 | 140% |
2017-04-01 | $0.8 | $2.7 | 322% | 20 | 28 | 140% |
2016-04-01 | $0.7 | $2.8 | 382% | 15 | 33 | 220% |
2015-04-01 | $0.6 | $3.0 | 540% | 14 | 34 | 243% |
2014-04-01 | $0.6 | $3.0 | 506% | 12 | 36 | 300% |
2013-04-01 | $0.5 | $3.1 | 683% | 12 | 36 | 300% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, NY-11/25/2019 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV