AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $0.0 |
Non-Discretionary | $0.0 |
Total | $0.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $0.0 |
Institutional | $0.0 |
Total | $0.0 |
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 |
---|---|---|---|
INSTITUTIONAL SHAREHOLDER SERVICES (SINGAPORE) PRIVATE LIMITED | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES PHILIPPINES INC. | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES KK (JAPAN) | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES (AUSTRALIA) PTY. LTD. | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES INDIA PRIVATE LIMITED | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES GERMANY AG | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES CANADA INC. | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES EUROPE S.A. | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES UK LIMITED | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES (HONG KONG) LIMITED | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES SWITZERLAND AG | $0.0 | - | |
ISS-ETHIX AB | $0.0 | - | |
INSTITUTIONAL SHAREHOLDER SERVICES FRANCE S.A.R.L. | $0.0 | - |
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 | $0.0 | $0.0 | 0% | 3,600 | 0 | 0% |
2024-04-02 | $0.0 | $0.0 | 0% | 3,600 | 0 | 0% |
2023-04-04 | $0.0 | $0.0 | 0% | 3,380 | 220 | 7% |
2022-04-01 | $0.0 | $0.0 | 0% | 3,000 | 600 | 20% |
2021-04-05 | $0.0 | $0.0 | 0% | 2,500 | 1,100 | 44% |
2020-04-01 | $0.0 | $0.0 | 0% | 2,200 | 1,400 | 64% |
2019-04-01 | $0.0 | $0.0 | 0% | 1,550 | 2,050 | 132% |
2018-04-02 | $0.0 | $0.0 | 0% | 1,350 | 2,250 | 167% |
2017-04-01 | $0.0 | $0.0 | 0% | 1,200 | 2,400 | 200% |
2016-04-01 | $0.0 | $0.0 | 0% | 1,050 | 2,550 | 243% |
2015-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
2014-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
2013-04-01 | $0.0 | $0.0 | 0% | 800 | 2,800 | 350% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
MD, CA-12/12/2016, DC-03/28/2024, MA-12/22/2020, MD-03/28/2002, NY-03/28/2002, OK-03/31/2017 |
ADVISER ACTIVITIES |
PENSION CONSULTING NEWSLETTERS SECURITY RATINGS |
OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV