AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $4.6 |
Non-Discretionary | $0.3 |
Total | $4.9 |
Client | AUM |
---|---|
Retail | $0.4 |
Pooled | $0.0 |
Institutional | $4.5 |
Total | $4.9 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 680 | $0.4 |
Average HNW AUM | $540,973 | |
Retail Total | 680 | $0.4 |
Average Retail AUM | $540,973 |
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 | $4.9 |
Retail SMA AUM | $0.4 |
Institutional SMA AUM | $4.5 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 77% | $3.8 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 9% | $0.4 |
IG Credit | 9% | $0.4 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 5% | $0.2 |
Other | 0% | $0.0 |
Total | 100% | $4.9 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
AMG FUNDS LLC | $21.2 | 153456 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
10 active
Name | Title |
---|---|
BERRY, JOHN, CHARLES | SENIOR VICE PRESIDENT, DIRECTOR |
PILSWORTH, BRYAN, WILFRID | PRESIDENT AND CORPORATE SECRETARY, DIRECTOR |
DOMSY, RYAN, JOHN | VICE PRESIDENT, EXECUTIVE COMMITTEE MEMBER |
WOOLVERTON, KIMBERLEY, ANN | EXECUTIVE VICE PRESIDENT, EXECUTIVE COMMITTEE MEMBER |
EAPEN, SUSAN | CHIEF COMPLIANCE OFFICER |
VALLIPURAM, UMESH | DIRECTOR |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $4.9 | $0.0 | 0% | 47 | 0 | 0% |
2024-04-02 | $4.9 | $0.0 | 0% | 47 | 0 | 0% |
2023-04-04 | $5.1 | -$0.2 | -3% | 47 | 0 | 0% |
2022-04-01 | $4.9 | $0.0 | 0% | 54 | -7 | -13% |
2021-04-05 | $6.6 | -$1.7 | -26% | 56 | -9 | -16% |
2020-04-01 | $5.6 | -$0.7 | -13% | 52 | -5 | -10% |
2019-04-01 | $5.7 | -$0.8 | -14% | 53 | -6 | -11% |
2018-04-02 | $8.5 | -$3.6 | -43% | 52 | -5 | -10% |
2017-04-01 | $9.7 | -$4.8 | -49% | 51 | -4 | -8% |
2016-04-01 | $8.8 | -$3.9 | -45% | 50 | -3 | -6% |
2015-04-01 | $11.4 | -$6.5 | -57% | 50 | -3 | -6% |
2014-04-01 | $12.3 | -$7.4 | -60% | 50 | -3 | -6% |
2013-04-01 | $11.7 | -$6.8 | -58% | 46 | 1 | 2% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV