AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $299.1 |
Non-Discretionary | $15.8 |
Total | $314.9 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $281.4 |
Institutional | $33.5 |
Total | $314.9 |
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 |
---|---|---|
BANK OF NEW YORK MELLON | PITTSBURGH-PA-USA | $12.2 |
CITIBANK, NA | NEW YORK-NY-USA | $7.7 |
NORTHERN TRUST | CHICAGO-IL-USA | $4.6 |
STATE STREET GLOBAL SERVICES | BOSTON-MA-USA | $4.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $33.5 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $33.5 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 1% | $0.3 |
Sovereign | 0% | $0.0 |
IG Credit | 14% | $4.7 |
HY Credit | 12% | $4.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 5% | $1.7 |
Other Pools | 23% | $7.7 |
Cash | 4% | $1.3 |
Other | 39% | $13.1 |
Total | 98% | $32.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
ARES CAPITAL MANAGEMENT LLC | $68.6 | 131619 | |
ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC | $26.5 | 159050 | |
IVY HILL ASSET MANAGEMENT, L.P. | $13.7 | 161608 | |
ARES CAPITAL MANAGEMENT II LLC | $5.3 | 157292 | |
CION ARES MANAGEMENT, LLC | $4.7 | 284930 | |
SDL MANAGEMENT III LTD | $0.0 | - | |
CRESCENT INSTITUTIONAL INVESTMENT MANAGEMENT LTD | $0.0 | - | |
ACME PC MANAGEMENT LP | $0.0 | - | |
CRESCENT HOLDINGS SPV LTD | $0.0 | - | |
CRESCENT CAPITAL MANAGEMENT LTD. | $0.0 | - | |
CRESCENT CAPITAL INVESTMENTS LTD. | $0.0 | - | |
CPV 88 LTD. | $0.0 | - | |
CPSA LTD | $0.0 | - | |
ARES SECONDARIES INFRASTRUCTURE SOLUTIONS III MANAGEMENT, L.P. | $0.0 | - | |
ARES MEC 2023 GP LLC | $0.0 | - | |
CRESCENT CAPITAL INVESTMENTS II LTD. | $0.0 | - | |
CRESCENT ACSO INVESTMENT MANAGEMENT LTD | $0.0 | - | |
ARES PRIME DC CO-INVEST GP, L.P. | $0.0 | - | |
APO (A) GP LLC | $0.0 | - | |
VENETO HOLDINGS LTD. | $0.0 | - | |
WINDCHIME ADVISORY LTD. | $0.0 | - | |
AREOF IV CO-INVEST P ADVISORS, L.P. | $0.0 | - | |
ARES CIP MANAGEMENT II, L.P. | $0.0 | - | |
ARES CIP MANAGEMENT III C LLC | $0.0 | - | |
ARES CREDIT SECONDARIES MANAGEMENT LP | $0.0 | - | |
ARES CREDIT SECONDARIES MANAGEMENT S.À. R.L. | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS V (X2) GP LLC | $0.0 | - | |
ARES IDF ECX GP S.À R.L | $0.0 | - | |
ARES MC CREDIT SECONDARIES MANAGEMENT LLC | $0.0 | - | |
ARES MC EUROPEAN REAL ESTATE DEBT ADVISORS II LP | $0.0 | - | |
CRESCENT INVESTMENT MANAGEMENT II LTD. | $0.0 | - | |
CRESCENT INVESTMENT MANAGEMENT III LTD. | $0.0 | - | |
CRFM INVESTMENTS LTD | $0.0 | - | |
HORA GP LTD. | $0.0 | - | |
ARES MEZZANINE OFFSHORE PARTNERS GP, L.P. | $0.0 | - | |
ARES CAPITAL EUROPE IV GP (DELAWARE), L.P. | $0.0 | - | |
AREG KENNEDY CO-INVEST ADVISORS S.A R.L. | $0.0 | - | |
ARES ECSF IX (C) GP, L.P. | $0.0 | - | |
IVY HILL PDS IV GP LLC | $0.0 | - | |
ARES CIP MANAGEMENT, L.P. | $0.0 | - | |
AREA-CAELUS CO-INVEST ADVISORS LP | $0.0 | - | |
ARES MIDWAY GP, L.P. | $0.0 | - | |
ACOF IV ATD CO-INVEST MANAGEMENT, LLC | $0.0 | - | |
ARES CAPITAL CORPORATION | $0.0 | - | |
ARES MANAGEMENT CAPITAL MARKETS LLC | $0.0 | broker-dealer | 166219 |
ARES MEC 2019 GP LLC | $0.0 | - | |
ARES UK CSF GP, LP | $0.0 | - | |
ACE III GP (SCOTLAND) LLP | $0.0 | - | |
EIF CHANNELVIEW GP, LLC | $0.0 | - | |
SSG CAPITAL PARTNERS V GP, LTD. | $0.0 | - | |
ACOF MANAGEMENT III, L.P. | $0.0 | - | |
AEPEP (SCOTLAND) GP II, LLP | $0.0 | - | |
ARES EPEP III (LUX) GP S.A R.L. | $0.0 | - | |
ARES WEALTH MANAGEMENT SOLUTIONS, LLC | $0.0 | broker-dealer | 119546 |
AREG MAKENA CO-INVEST ADVISORS II, LLC | $0.0 | - | |
ARES SSG SECURED LENDING OPPORTUNITIES III GP, LTD | $0.0 | - | |
ARES ECSF VI (B) GP, LP | $0.0 | - | |
SSG SECURED LENDING OPPORTUNITIES II GP, LTD. | $0.0 | - | |
SSG CAPITAL PARTNERS I GP, L.P. | $0.0 | - | |
EIF OREGON GP, LLC | $0.0 | - | |
ARES ECSF VII (PALO VERDE) GP, LP | $0.0 | - | |
ARES DIRECT FINANCE GP LLC | $0.0 | - | |
ARES INSTITUTIONAL HIGH YIELD GP LLC | $0.0 | - | |
ACOF ASIA MANAGEMENT, L.P. | $0.0 | - | |
AEOF MANAGEMENT GP LLC | $0.0 | - | |
PRIVATE OPPORTUNITIES (P) GP LTD | $0.0 | - | |
AREG HUSH CO-INVEST VEHICLE III ADVISORS, LP | $0.0 | - | |
ARES EUROPEAN REAL ESTATE ADVISORS (LUX) V S.À R.L. | $0.0 | - | |
ARES CREDIT CO-INVEST GP LLC | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS B, L.P. | $0.0 | - | |
IVY HILL VIII CO-INVEST GP LLC | $0.0 | - | |
ARES INCOME OPPORTUNITY GP, LP | $0.0 | - | |
AREG IBERIAN RESIDENTIAL ADVISORS (LUX) S.A R.L. | $0.0 | - | |
ARES US REAL ESTATE VIII ADVISORS, L.P. | $0.0 | - | |
AREA UK CO-INVEST, L.P. | $0.0 | - | |
ARES MEZZANINE PARTNERS GP, L.P. | $0.0 | - | |
LANDMARK PARTNERS XV, LLC | $0.0 | - | |
LANDMARK PARTNERS XVI-GP L.P. | $0.0 | - | |
ARES REAL ESTATE ENHANCED INCOME ADVISORS, LLC | $0.0 | - | |
AEPEP III N STRATEGIC CO-INVEST GP, L.P. | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS VIII (M) GP LLC | $0.0 | - | |
ARES HORIZON GP S.A R.L. | $0.0 | - | |
ARES INFRA DEBT ASIA NO. 1 (GP) S.À R.L. | $0.0 | - | |
ARES MCSF (IL) MANAGEMENT LLC | $0.0 | - | |
ARES ASIA DIRECT LENDING GP LTD | $0.0 | - | |
AIP GP LLC | $0.0 | - | |
ACOF MANAGEMENT IV, L.P. | $0.0 | - | |
ARES PCS MANAGEMENT II, L.P. | $0.0 | - | |
IVY HILL REVOLVER MANAGEMENT GP, LLC | $0.0 | - | |
LANDMARK REAL ESTATE FUND VII-GP, L.P. | $0.0 | - | |
ACLOF III GP LLC | $0.0 | - | |
AREG STAR AND GARTER CO-INVEST ADVISORS, L.P. | $0.0 | - | |
ARES ICOF III GP LP | $0.0 | - | |
ARES EIF MANAGEMENT V, L.P. | $0.0 | - | |
ARES CREDIT HEDGE GP LLC | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS F, L.P. | $0.0 | - | |
ARES US REAL ESTATE IX ADVISORS, L.P. | $0.0 | - | |
ACOF LUX MANAGEMENT VII S.À R.L. | $0.0 | - | |
ACOF MANAGEMENT VII, L.P. | $0.0 | - | |
AMBITION II GP LLC | $0.0 | - | |
APF MANAGEMENT II, L.P. | $0.0 | - | |
AIC MANAGEMENT LTD. | $0.0 | - | |
WST GP LTD. | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS VII (CP) GP LLC | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS II (G) GP LLC | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS III (K) GP LLC | $0.0 | - | |
ACOF MANAGEMENT VI, L.P. | $0.0 | - | |
ARES CAPITAL EUROPE V GP S.A R.L. | $0.0 | - | |
LANDMARK HUDSON FUND GP, L.P. | $0.0 | - | |
LANDMARK PARTNERS 1907 FUND I GP, LLC | $0.0 | - | |
AEIF LINDEN GP, LLC | $0.0 | - | |
LANDMARK RA PARTNERS II GP, L.P. | $0.0 | - | |
LANDMARK ASPIDA FUND GP, L.P. | $0.0 | - | |
IPT BTC II GP LLC | $0.0 | - | |
AMBITION GP LLC | $0.0 | - | |
LANDMARK PARTNERS XVII-GP L.P. | $0.0 | - | |
ARES SSG CAPITAL PARTNERS VI GP, LTD. | $0.0 | - | |
APF MANAGEMENT, L.P. | $0.0 | - | |
ARES TLAS GP LLC | $0.0 | - | |
ARES CHULA VISTA GP, L.P. | $0.0 | - | |
ARES EF VI (LUX) GP S.A R.L. | $0.0 | - | |
ARES MCSF (M) MANAGEMENT LLC | $0.0 | - | |
ARES PAN-EUROPEAN LOGISTICS GP, L.P. | $0.0 | - | |
ARES PBN HOLDINGS GP LTD. | $0.0 | - | |
AEVF MANAGEMENT GP LLC | $0.0 | - | |
ARES SP MANAGEMENT LLC | $0.0 | - | |
AIREF CAYMAN GP LLC | $0.0 | - | |
IVY HILL REVOLVER MANAGEMENT II GP, LLC | $0.0 | - | |
APF MANAGEMENT GP LLC | $0.0 | - | |
ARES JASPER GP, LP | $0.0 | - | |
ARES EUROPEAN REAL ESTATE ADVISORS V, L.P. | $0.0 | - | |
ARES MC INVESTMENTS MANAGEMENT, LTD. | $0.0 | - | |
LANDMARK REAL ESTATE FUND VIII-GP, L.P. | $0.0 | - | |
LANDMARK REAL ESTATE GP VII OFFSHORE LIMITED | $0.0 | - | |
AMERICAN CAPITAL EQUITY MANAGEMENT II, LLC | $0.0 | - | |
NCL FUND GP, L.P. | $0.0 | - | |
LANDMARK PARTNERS 1907 FUND III GP, LP | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS IV (A) GP LLC | $0.0 | - | |
ARES CSF MANAGEMENT III, L.P. | $0.0 | - | |
ASOF DIRECT INVESTMENTS (A) GP, LLC | $0.0 | - | |
ASSF MANAGEMENT III, L.P. | $0.0 | - | |
ARES CAPITAL EURO GP, L.P. | $0.0 | - | |
AREG LPKC ADVISORS, L.P. | $0.0 | - | |
ACOF MANAGEMENT VI GP LLC | $0.0 | - | |
ARES CLO FUNDING I GP LLC | $0.0 | - | |
ARES US REAL ESTATE ADVISORS X, L.P. | $0.0 | - | |
ARES ECSF X (T) GP LLC | $0.0 | - | |
LANDMARK GROWTH CAPITAL PARTNERS, LLC | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS A, L.P. | $0.0 | - | |
LANDMARK PARTNERS XIV, LLC | $0.0 | - | |
SPRING BRIDGE PARTNERS GP, L.P. | $0.0 | - | |
ARES US REAL ESTATE OPPORTUNITY ADVISORS III, L.P. | $0.0 | - | |
AEPEP II N GP, L.P. | $0.0 | - | |
ARES INSTITUTIONAL LOAN FUND GP, LLC | $0.0 | - | |
ARES CIP US REAL ESTATE OPPORTUNITY ADVISORS, L.P. | $0.0 | - | |
ARES GLOBAL HIGH GRADE CLO DEBT FUND GP, LLC | $0.0 | - | |
NCL FUND III, GP, L.P. | $0.0 | - | |
SSG SECURED LENDING OPPORTUNITIES I GP, LTD. | $0.0 | - | |
AREG HUSH CO-INVEST VEHICLE I ADVISORS, LP | $0.0 | - | |
ARES SDL CAPITAL INVESTORS GP LLC | $0.0 | - | |
COLUMBUS OPPORTUNITY PARTNERS GP, LLC | $0.0 | - | |
ARES SECURED INCOME FUND GP LLC | $0.0 | - | |
ACOF MANAGEMENT, L.P. | $0.0 | - | |
LANDMARK PARTNERS XIII, LLC | $0.0 | - | |
ARES ECSF II (B) GP, L.P. | $0.0 | - | |
ARES AUSTRALIA MANAGEMENT PTY LIMITED | $0.0 | - | |
ARES ECSF IV (M) GP LP | $0.0 | - | |
ARES HICOF MANAGEMENT GP LLC | $0.0 | - | |
ARES EPEP III (CAYMAN) GP, L.P. | $0.0 | - | |
ARES CSF MANAGEMENT I, L.P. | $0.0 | - | |
APC MANAGEMENT, L.P. | $0.0 | - | |
APOLLO EU REAL ESTATE ADVISORS III (CAYMAN GP), LLC | $0.0 | - | |
LANDMARK REAL ESTATE FUND IX-GP, L.P. | $0.0 | - | |
ARES GLOBAL MULTI-ASSET CREDIT GP LLC | $0.0 | - | |
ARES GROUND LEASE GP, L.P. | $0.0 | - | |
LANDMARK REAL ESTATE FUND V, LLC | $0.0 | - | |
LANDMARK REAL ESTATE FUND VI, LLC | $0.0 | - | |
CHENGDU ARES YUANJIA EQUITY INVESTMENT FUND MANAGEMENT GP LP | $0.0 | - | |
ARES EUROPEAN REAL ESTATE ADVISORS III, L.P. | $0.0 | - | |
SSG CAPITAL PARTNERS IV GP, LTD. | $0.0 | - | |
ARES US REAL ESTATE DEVELOPMENT AND REDEVELOPMENT ADVISORS II, L.P. | $0.0 | - | |
EIF US POWER II, LLC | $0.0 | - | |
IVY HILL INVESTMENT HOLDINGS, LLC | $0.0 | - | |
AEIF KLEEN GP, LLC | $0.0 | - | |
ARES ECSF XII (Z) GP S.À R.L | $0.0 | - | |
AEPEP GP II, LLC | $0.0 | - | |
AEVF MANAGEMENT LP | $0.0 | - | |
ASSF MANAGEMENT IV, L.P. | $0.0 | - | |
ARES CAPITAL EUROPE IV GP S.AR.L. | $0.0 | - | |
ARES CACTUS MANAGEMENT GP, L.P. | $0.0 | - | |
AREG 601 W. 29 CO-INVEST ADVISORS LP | $0.0 | - | |
ARES EUROPEAN REAL ESTATE ADVISORS IV, L.P. | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS I (C) GP LLC | $0.0 | - | |
AREG IBERIAN RESIDENTIAL ADVISORS (DEL), L.P. | $0.0 | - | |
SSG CAPITAL PARTNERS III GP, L.P. | $0.0 | - | |
ARES MASTER EMPLOYEE CO-INVEST 2015 GP LLC | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS E, L.P. | $0.0 | - | |
ARES GLOBAL CREDIT GP S.A. R.L | $0.0 | - | |
ARES MSCF V (H) GP, L.P. | $0.0 | - | |
ARES HICOF MANAGEMENT L.P. | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS C, L.P. | $0.0 | - | |
ARES PE CO-INVEST GP LLC | $0.0 | - | |
LANDMARK PARTNERS 1907 FUND II GP, LLC | $0.0 | - | |
ARES HICOF II MANAGEMENT LP | $0.0 | - | |
ARES REAL ESTATE SECURED INCOME ADVISORS, LLC | $0.0 | - | |
ARES US REAL ESTATE OPPORTUNITY ADVISORS, L.P. | $0.0 | - | |
ARES ECSF V (G) GP, LP | $0.0 | - | |
ARES DIRECT INVESTMENTS (AC) GP LLC | $0.0 | - | |
ARES SME MANAGEMENT, L.P. | $0.0 | - | |
AEOF MANAGEMENT, L.P. | $0.0 | - | |
ARES PCS MANAGEMENT LP | $0.0 | - | |
ARES ECSF III (A) GP, L.P. | $0.0 | - | |
ARES EUROPEAN LOAN FUNDING GP LIMITED | $0.0 | - | |
ACOF MANAGEMENT V, L.P. | $0.0 | - | |
ARES CENTRE STREET GP, INC. | $0.0 | - | |
IVY HILL PDS II GP, LLC | $0.0 | - | |
ASOF MANAGEMENT, L.P. | $0.0 | - | |
SSG CAPITAL PARTNERS II GP, L.P. | $0.0 | - | |
ARES ICOF II GP, LLC | $0.0 | - | |
EIF US POWER IV, LLC | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS V (X) GP LLC | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS VI (N) GP LLC | $0.0 | - | |
ARES CSF OPERATING MANAGER III LLC | $0.0 | - | |
ARES EUROPEAN REAL ESTATE ADVISORS IV (CAYMAN GP), LLC | $0.0 | - | |
ARES CIP (V) GP LLC | $0.0 | - | |
APSECURITIES LLC | $0.0 | - | |
ARES EUROPEAN CREDIT INVESTMENTS IX (AF) GP LLC | $0.0 | - | |
AREG HUSH CO-INVEST VEHICLE II ADVISORS, LP | $0.0 | - | |
NCL FUND II GP, L.P. | $0.0 | - | |
ARES ICOF III GP LLC | $0.0 | - | |
ARES MC EUROPEAN REAL ESTATE DEBT ADVISORS LP | $0.0 | - | |
AREG-MA CO-INVEST ADVISORS D, L.P. | $0.0 | - | |
PASSERO 18 GP, L.P. | $0.0 | - | |
SPRING BRIDGE PARTNERS (CO-INVEST I) GP, L.P. | $0.0 | - | |
ARES (IDF V GP) S.À R.L. | $0.0 | - | |
ARES ALT CREDIT CO-INVEST GP LLC | $0.0 | - | |
ARES US REAL ESTATE OPPORTUNITY ADVISORS IV, L.P. | $0.0 | - | |
IDF CQP GP S.À R.L. | $0.0 | - | |
ARES CAPITAL EUROPE VI GP (DELAWARE), L.P. | $0.0 | - | |
ARES CAPITAL EUROPE VI GP S.À R.L. | $0.0 | - | |
AREG UK SFH ADVISORS (LUX) S.A R.L. | $0.0 | - | |
ARES CARS CO-INVEST GP, L.P. | $0.0 | - | |
ARES CARS INTERHOLDCO LLC | $0.0 | - | |
ASOF MANAGEMENT GP LLC | $0.0 | - | |
ARES CAPITAL EUROPE V GP (DELAWARE), L.P. | $0.0 | - | |
ASOF MANAGEMENT II, L.P. | $0.0 | - | |
SDL MANAGEMENT GP LP | $0.0 | - | |
ARES ECSF XI (S) GP LLC | $0.0 | - | |
ARES COMMERCIAL FINANCE GP LP | $0.0 | - | |
AMERICAN CAPITAL EQUITY MANAGEMENT I, LLC | $0.0 | - | |
EIF CALYPSO GP, LLC | $0.0 | - | |
EIF US POWER III, LLC | $0.0 | - | |
EPEP II CARRY, L.P. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
17 active
Name | Title |
---|---|
RESSLER, ANTONY, PETER | CO-FOUNDER AND EXECUTIVE CHAIRMAN, LIMITED PARTNER |
ROSENTHAL, BENNETT | CO-FOUNDER AND CHAIRMAN OF PRIVATE EQUITY GROUP |
KAPLAN, DAVID, BENJAMIN | CO-FOUNDER |
AROUGHETI, MICHAEL, J (MI ONLY) | CO-FOUNDER, CHIEF EXECUTIVE OFFICER AND PRESIDENT |
SAGATI AGHILI, NASEEM, SERA | GENERAL COUNSEL AND CORPORATE SECRETARY |
DEVEER, ROBERT, KIPP | HEAD OF CREDIT GROUP |
BERRY, RYAN, JAMES-BARCLAY | CHIEF MARKETING AND STRATEGY OFFICER |
PHILLIPS, JARROD, M | CHIEF FINANCIAL OFFICER |
ROLL, PENELOPE, FACEMIRE | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $314.9 | $0.0 | 0% | 2,919 | 0 | 0% |
2024-04-02 | $314.9 | $0.0 | 0% | 2,919 | 0 | 0% |
2023-04-04 | $253.2 | $61.7 | 24% | 2,378 | 541 | 23% |
2022-04-01 | $203.4 | $111.5 | 55% | 1,769 | 1,150 | 65% |
2021-04-05 | $139.2 | $175.7 | 126% | 1,311 | 1,608 | 123% |
2020-04-01 | $102.4 | $212.5 | 208% | 1,130 | 1,789 | 158% |
2019-04-01 | $86.8 | $228.2 | 263% | 949 | 1,970 | 208% |
2018-04-02 | $59.3 | $255.6 | 431% | 825 | 2,094 | 254% |
2017-04-01 | $59.3 | $255.6 | 431% | 825 | 2,094 | 254% |
2016-04-01 | $54.2 | $260.7 | 481% | 755 | 2,164 | 287% |
2015-04-01 | $37.8 | $277.1 | 732% | 636 | 2,283 | 359% |
2014-04-01 | $35.9 | $279.1 | 778% | 381 | 2,538 | 666% |
2013-04-01 | $29.9 | $285.1 | 954% | 303 | 2,616 | 863% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
CA, CA-01/31/2005, CO-03/31/2022, CT-03/31/2022, DE-02/02/2005, FL-03/28/2024, GA-03/31/2015, IA-03/31/2021, IN-03/31/2019, LA-03/28/2024, MA-03/31/2015, MI-03/31/2023, MN-03/31/2021, MO-03/31/2019, NC-03/28/2024, NE-03/31/2021, NH-03/31/2019, NJ-03/31/2022, NY-03/31/2015, OK-03/31/2022, PA-03/31/2019, SC-03/31/2022, TX-07/24/2014, VA-03/31/2021, WA-03/31/2022 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV