AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $1.3 |
Total | $1.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $1.3 |
Total | $1.3 |
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 | $1.3 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $1.3 |
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% | $1.3 |
Total | 100% | $1.3 |
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 | |
HERMES GPE LLP | $10.3 | 151848 | |
FEDERATED MDTA LLC | $6.7 | 109355 | |
HERMES FUND MANAGERS IRELAND LIMITED | $0.0 | 319364 | |
FEDERATED ADVISORY SERVICES COMPANY | $0.0 | 128611 | |
FEDERATED INVESTORS TRUST COMPANY | $0.0 | trust company | - |
HERMES GPE (SINGAPORE) PTE LIMITED | $0.0 | - | |
FEDERATED HERMES JAPAN LTD | $0.0 | - | |
FEDERATED SECURITIES CORP. | $0.0 | broker-dealer | 5009 |
HERMES ALTERNATIVE INVESTMENT MANAGEMENT LIMITED | $0.0 | 168684 | |
FEDERATED PRIVATE FUND OF ONE TRADE FINANCE PARTNERSHIP GENERAL PARTNER LLC | $0.0 | - | |
FEDERATED INVESTORS AUSTRALIA SERVICES LTD | $0.0 | - | |
FEDERATED INTERNATIONAL SECURITIES CORP. | $0.0 | broker-dealer | 290173 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $1.3 | $0.0 | 0% | 5 | 0 | 0% |
2024-04-02 | $1.3 | $0.0 | 0% | 5 | 0 | 0% |
2023-04-04 | $1.5 | -$0.2 | -16% | 5 | 0 | 0% |
2022-04-01 | $1.9 | -$0.6 | -33% | 4 | 1 | 25% |
2021-04-05 | $1.6 | -$0.3 | -20% | 4 | 1 | 25% |
2020-04-01 | $1.6 | -$0.3 | -21% | 5 | 0 | 0% |
2019-04-01 | $1.5 | -$0.3 | -18% | 6 | -1 | -17% |
2018-04-02 | $1.1 | $0.2 | 18% | 5 | 0 | 0% |
2017-04-01 | $0.9 | $0.3 | 37% | 4 | 1 | 25% |
2016-04-01 | $1.1 | $0.1 | 12% | 4 | 1 | 25% |
2015-04-01 | $1.1 | $0.2 | 16% | 1 | 4 | 400% |
2014-04-01 | $1.1 | $0.2 | 14% | 1 | 4 | 400% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, |
ADVISER ACTIVITIES |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV