AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
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 |
---|---|---|---|
J.P. MORGAN INVESTMENT MANAGEMENT INC. | $2,549.1 | 107038 | |
JPMORGAN ASSET MANAGEMENT (UK) LIMITED | $365.7 | 135960 | |
J.P. MORGAN SECURITIES LLC | $249.7 | broker-dealer | 79 |
BEAR STEARNS FOF II ASSET MANAGEMENT LLC | $0.0 | - | |
BEAR STEARNS FOF ASSET MANAGEMENT LLC | $0.0 | - | |
CGC GP II, LLC | $0.0 | - | |
BEAR STEARNS ACCESS FUND MANAGEMENT LLC | $0.0 | - | |
BEAR STEARNS PRIVATE OPPORTUNITY VENTURES MANAGEMENT LLC | $0.0 | - | |
BEAR STEARNS VENTURES MANAGEMENT LLC | $0.0 | - | |
BEAR STEARNS ACCESS FUND III MANAGEMENT LLC | $0.0 | - | |
BEAR STEARNS ACCESS FUND II MANAGEMENT LLC | $0.0 | - | |
JPMORGAN CHASE BANK, N.A. | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
Name | Title |
---|---|
O'COMHRAI, RONAN, PADRAIG | CHIEF LEGAL OFFICER |
HILDENBRAND, ERIC, KARL | CHIEF COMPLIANCE OFFICER/EXECUTIVE DIRECTOR |
BERELOWITZ, GAVIN | DIRECTOR / MANAGING DIRECTOR |
WITHELDER, RONALD, J | DIRECTOR |
CAMPBELL-JAMES, MARK | DIRECTOR / CHIEF FINANCIAL 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 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 6 | 0 | 0% |
2023-04-04 | $0.1 | $0.0 | -73% | 6 | 0 | 0% |
2022-04-01 | $0.1 | -$0.1 | -80% | 6 | 0 | 0% |
2021-04-05 | $0.1 | -$0.1 | -84% | 9 | -3 | -33% |
2020-04-01 | $0.1 | -$0.1 | -86% | 10 | -4 | -40% |
2019-04-01 | $0.2 | -$0.2 | -90% | 10 | -4 | -40% |
2018-04-02 | $0.2 | -$0.2 | -92% | 10 | -4 | -40% |
2017-04-01 | $0.4 | -$0.3 | -95% | 2 | 4 | 200% |
2016-04-01 | $1.2 | -$1.1 | -99% | 12 | -6 | -50% |
2015-04-01 | $1.4 | -$1.4 | -99% | 12 | -6 | -50% |
2014-04-01 | $1.5 | -$1.5 | -99% | 12 | -6 | -50% |
2013-04-01 | $1.1 | -$1.1 | -98% | 12 | -6 | -50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV