AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $18.3 |
Non-Discretionary | $0.0 |
Total | $18.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $17.9 |
Institutional | $0.4 |
Total | $18.3 |
Retail | Accounts | AUM |
---|---|---|
Individual | 55 | $0.0 |
Average Individual AUM | $310,109 | |
HNW | 1 | $0.0 |
Average HNW AUM | $1,400,874 | |
Retail Total | 56 | $0.0 |
Average Retail AUM | $329,587 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
BNY MELLON | PITTSBURGH-PA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.4 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.4 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 98% | $0.4 |
Equity Non-Exch | 1% | $0.0 |
Govt Agency | 1% | $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 | 1% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 101% | $0.4 |
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 EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | $26.2 | 128610 | |
FEDERATED HERMES (UK) LLP | $20.3 | 169087 | |
HERMES GPE LLP | $10.3 | 151848 | |
FEDERATED MDTA LLC | $6.7 | 109355 | |
HERMES GPE (USA) INC | $1.3 | 166839 | |
FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER, LLC | $0.0 | - | |
HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
FEDERATED HERMES JAPAN LTD. | $0.0 | - | |
FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
Name | Title |
---|---|
DONAHUE, JOHN, CHRISTOPHER | DIRECTOR, CHAIRMAN |
DONAHUE, THOMAS, ROBERT | DIRECTOR, TREASURER |
BONNEWELL, GEORGE, ANDREW | VICE PRESIDENT, SECRETARY |
AUTH, STEPHEN, FRANK | EVP, CIO-EQUITY |
FISHER, JOHN, BASIL | DIRECTOR, PRESIDENT CEO |
VAN METER, STEPHEN, PAUL | 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 | $18.3 | $0.0 | 0% | 37 | 0 | 0% |
2024-04-02 | $18.3 | $0.0 | 0% | 37 | 0 | 0% |
2023-04-04 | $16.2 | $2.2 | 14% | 37 | 0 | 0% |
2022-04-01 | $27.9 | -$9.5 | -34% | 37 | 0 | 0% |
2021-04-05 | $30.2 | -$11.8 | -39% | 37 | 0 | 0% |
2020-04-01 | $22.4 | -$4.0 | -18% | 34 | 3 | 9% |
2019-04-01 | $15.5 | $2.9 | 19% | 55 | -18 | -33% |
2018-04-02 | $17.0 | $1.3 | 8% | 53 | -16 | -30% |
2017-04-01 | $15.5 | $2.8 | 18% | 50 | -13 | -26% |
2016-04-01 | $16.8 | $1.5 | 9% | 48 | -11 | -23% |
2015-04-01 | $11.3 | $7.0 | 62% | 46 | -9 | -20% |
2014-04-01 | $10.8 | $7.6 | 70% | 50 | -13 | -26% |
2013-04-01 | $8.2 | $10.2 | 125% | 52 | -15 | -29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, AK-01/03/2008, AL-01/03/2008, AR-01/03/2008, AZ-01/03/2008, CA-01/03/2008, CO-03/16/2015, CT-01/03/2008, DC-01/03/2008, DE-01/08/2008, FL-01/04/2008, GA-01/03/2008, HI-01/03/2008, IA-01/04/2008, ID-01/03/2008, IL-01/22/2008, IN-01/03/2008, KS-01/03/2008, KY-01/03/2008, LA-01/03/2008, MA-01/03/2008, MD-01/03/2008, ME-01/03/2008, MI-01/03/2008, MN-01/12/2008, MO-01/03/2008, MS-01/03/2008, MT-01/03/2008, NC-01/03/2008, ND-01/03/2008, NE-01/03/2008, NH-01/03/2008, NJ-01/16/2008, NM-01/03/2008, NV-01/03/2008, NY-01/03/2008, OH-01/03/2008, OK-01/03/2008, OR-01/03/2008, PA-01/03/2008, PR-01/03/2008, RI-01/03/2008, SC-01/03/2008, SD-01/18/2008, TN-01/04/2008, TX-01/03/2008, UT-01/03/2008, VA-01/03/2008, VI-01/03/2008, VT-01/03/2008, WA-01/03/2008, WI-01/03/2008, WV-01/03/2008, WY-07/25/2017 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV