AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $111.0 |
Non-Discretionary | $0.0 |
Total | $111.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $111.0 |
Institutional | $0.0 |
Total | $111.0 |
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 |
---|---|---|---|
MORGAN STANLEY SMITH BARNEY LLC | $1,402.4 | broker-dealer | 149777 |
MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | $475.1 | 114310 | |
MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.9 | 105922 | |
EATON VANCE MANAGEMENT | $63.0 | 104859 | |
CALVERT RESEARCH AND MANAGEMENT | $38.4 | 285127 | |
ATLANTA CAPITAL MANAGEMENT COMPANY, L.L.C. | $33.2 | 116719 | |
EATON VANCE ADVISERS INTERNATIONAL LTD. | $25.8 | 283733 | |
MORGAN STANLEY INVESTMENT MANAGEMENT COMPANY | $12.2 | 126896 | |
MORGAN STANLEY EATON VANCE CLO MANAGER LLC | $5.7 | 309263 | |
EATON VANCE TRUST COMPANY | $0.0 | trust company | - |
MORGAN STANLEY DISTRIBUTION, INC. | $0.0 | broker-dealer | 30344 |
EATON VANCE DISTRIBUTORS, INC. | $0.0 | broker-dealer | 37731 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
Name | Title |
---|---|
FROIO, RICHARD, FRANCIS | CHIEF COMPLIANCE OFFICER & VICE PRESIDENT |
HUNEKE, BENJAMIN, CORDT | CO-CHIEF EXECUTIVE OFFICER & CO-PRESIDENT |
GALLACHER, DESMOND, J | CHIEF TECHNOLOGY OFFICER |
BUHAIN WINSLOW, LISA | CHIEF ADMINISTRATIVE OFFICER & VICE PRESIDENT |
CHAPPUIS, JACQUES, PHILPPE | CO-PRESIDENT & CO-CHIEF EXECUTIVE 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 | $111.0 | $0.0 | 0% | 225 | 0 | 0% |
2024-04-02 | $111.0 | $0.0 | 0% | 225 | 0 | 0% |
2023-04-04 | $106.1 | $4.9 | 5% | 253 | -28 | -11% |
2022-04-01 | $131.0 | -$20.0 | -15% | 776 | -551 | -71% |
2021-04-05 | $98.7 | $12.3 | 13% | 866 | -641 | -74% |
2020-04-01 | $93.9 | $17.1 | 18% | 868 | -643 | -74% |
2019-04-01 | $95.2 | $15.8 | 17% | 842 | -617 | -73% |
2018-04-02 | $89.6 | $21.4 | 24% | 813 | -588 | -72% |
2017-04-01 | $76.9 | $34.1 | 44% | 750 | -525 | -70% |
2016-04-01 | $74.6 | $36.4 | 49% | 750 | -525 | -70% |
2015-04-01 | $77.4 | $33.6 | 43% | 700 | -475 | -68% |
2014-04-01 | $84.8 | $26.2 | 31% | 700 | -475 | -68% |
2013-04-01 | $56.8 | $54.2 | 95% | 900 | -675 | -75% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
MA, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV