AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $8.7 |
Non-Discretionary | $1.6 |
Total | $10.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $10.3 |
Total | $10.3 |
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 | $10.3 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $10.3 |
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 | 100% | $10.3 |
Total | 100% | $10.3 |
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 | |
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP. | $18.3 | 106277 | |
FEDERATED MDTA LLC | $6.7 | 109355 | |
HERMES GPE (USA) INC | $1.3 | 166839 | |
FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER LLC | $0.0 | - | |
FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
FEDERATED HERMES JAPAN LTD | $0.0 | - | |
HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 | |
FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
15 active
Name | Title |
---|---|
ZIERDEN, THEODORE, WILLIAM | PARTNER |
CERESINO, GORDON, JOSEPH | PARTNER |
MCGOOHAN, STEPHEN, JAMES | MANAGING DIRECTOR |
DULSKI, GREGORY, PHILIP | CHAIRMAN |
FITZHARRIS, DAVID, ANDREW | CHIEF COMPLIANCE OFFICER |
SANDS, KAREN, JANE | CHIEF OPERATING 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 | $10.3 | $0.0 | 0% | 73 | 0 | 0% |
2024-04-02 | $10.3 | $0.0 | 0% | 73 | 0 | 0% |
2023-04-04 | $11.2 | -$0.8 | -7% | 65 | 8 | 12% |
2022-04-01 | $11.5 | -$1.2 | -10% | 67 | 6 | 9% |
2021-04-05 | $11.2 | -$0.8 | -7% | 63 | 10 | 16% |
2020-04-01 | $11.3 | -$1.0 | -9% | 60 | 13 | 22% |
2019-04-01 | $10.4 | -$0.1 | -1% | 52 | 21 | 40% |
2018-04-02 | $10.4 | -$0.1 | -1% | 31 | 42 | 135% |
2017-04-01 | $9.5 | $0.8 | 8% | 35 | 38 | 109% |
2016-04-01 | $10.5 | -$0.2 | -2% | 35 | 38 | 109% |
2015-04-01 | $6.3 | $4.0 | 64% | 29 | 44 | 152% |
2014-04-01 | $9.7 | $0.7 | 7% | 44 | 29 | 66% |
2013-04-01 | $10.0 | $0.3 | 3% | 40 | 33 | 82% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV