AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $26.2 |
Non-Discretionary | $0.0 |
Total | $26.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $26.2 |
Institutional | $0.0 |
Total | $26.2 |
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 |
---|---|---|---|
FEDERATED INVESTMENT MANAGEMENT COMPANY | $501.6 | 105138 | |
FEDERATED INVESTMENT COUNSELING | $185.5 | 105325 | |
HERMES INVESTMENT MANAGEMENT LIMITED | $32.0 | 153104 | |
FEDERATED HERMES (UK) LLP | $20.3 | 169087 | |
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $18.3 | 106277 | |
HERMES GPE LLP | $10.3 | 151848 | |
FEDERATED MDTA LLC | $6.7 | 109355 | |
HERMES GPE (USA) INC | $1.3 | 166839 | |
HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 | |
FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | $0.0 | - | |
FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
FEDERATED HERMES JAPAN LTD. | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
9 active
Name | Title |
---|---|
DONAHUE, JOHN, CHRISTOPHER | TRUSTEE, CHAIRMAN |
DONAHUE, THOMAS, ROBERT | TRUSTEE, TREASURER |
BONNEWELL, GEORGE, ANDREW | VICE PRESIDENT, SECRETARY |
AUTH, STEPHEN, FRANK | EVP, CIO-EQUITY |
FISHER, JOHN, BASIL | TRUSTEE PRESIDENT CEO |
VAN METER, STEPHEN, PAUL | CHIEF COMPLIANCE OFFICER |
GALLAGHER, JAMES, JOSEPH | TRUSTEE |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $26.2 | $0.0 | 0% | 14 | 0 | 0% |
2024-04-02 | $26.2 | $0.0 | 0% | 14 | 0 | 0% |
2023-04-04 | $27.7 | -$1.5 | -5% | 15 | -1 | -7% |
2022-04-01 | $35.2 | -$9.0 | -26% | 14 | 0 | 0% |
2021-04-05 | $37.7 | -$11.5 | -31% | 14 | 0 | 0% |
2020-04-01 | $32.3 | -$6.2 | -19% | 11 | 3 | 27% |
2019-04-01 | $27.0 | -$0.8 | -3% | 12 | 2 | 17% |
2018-04-02 | $32.9 | -$6.7 | -20% | 13 | 1 | 8% |
2017-04-01 | $32.0 | -$5.8 | -18% | 13 | 1 | 8% |
2016-04-01 | $19.6 | $6.6 | 34% | 13 | 1 | 8% |
2015-04-01 | $23.7 | $2.5 | 10% | 14 | 0 | 0% |
2014-04-01 | $20.0 | $6.2 | 31% | 12 | 2 | 17% |
2013-04-01 | $17.0 | $9.1 | 54% | 10 | 4 | 40% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, PA-01/02/2004 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV