AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $5.7 |
| Non-Discretionary | $0.0 |
| Total | $5.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $5.7 |
| Institutional | $0.0 |
| Total | $5.7 |
| 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 |
|---|---|---|---|
| MORGAN STANLEY INVESTMENT MANAGEMENT INC. | $535.0 | 110353 | |
| MORGAN STANLEY INVESTMENT MANAGEMENT LIMITED | $165.9 | 105922 | |
| BOSTON MANAGEMENT AND RESEARCH | $111.0 | 104853 | |
| EATON VANCE MANAGEMENT | $63.0 | 104859 | |
| CALVERT RESEARCH AND MANAGEMENT | $38.4 | 285127 | |
| PRIVATE INVESTMENT PARTNERS INC. | $0.0 | 137806 | |
| GLOBAL DIVERSIFIED ALTERNATIVES IV SLP GP LTD | $0.0 | - | |
| MORGAN STANLEY BANK, N.A. | $0.0 | - | |
| MS ALTERNATIVES HOLDING D INC. | $0.0 | - | |
| MORGAN STANLEY MUFG SECURITIES CO., LTD. | $0.0 | broker-dealer | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
| Name | Title |
|---|---|
| RIOS, ANITA | TREASURER AND EXECUTIVE DIRECTOR |
| ALI, JEANNINE, VIENNA | CHIEF FINANCIAL OFFICER AND MANAGING DIRECTOR |
| KUZMANOV, ANTON | DIRECTOR AND MANAGING DIRECTOR |
| SEGAL, TATIANA, VLADIMIR | DIRECTOR AND MANAGING DIRECTOR |
| WEINSTEIN, BRIAN, HALE | PRESIDENT AND MANAGING DIRECTOR |
| MULLIN, MARY, ELIZABETH | GENERAL COUNSEL AND SECRETARY |
| CRACIUN, EMIL, ADRIAN | CHIEF COMPLIANCE OFFICER AND EXECUTIVE DIRECTOR |
| BUHAIN WINSLOW, LISA | DIRECTOR AND MANAGING 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 | $5.7 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $5.7 | $0.0 | 0% | 12 | 0 | 0% |
| 2023-04-04 | $5.0 | $0.7 | 14% | 14 | -2 | -14% |
| 2022-04-01 | $3.4 | $2.3 | 67% | 14 | -2 | -14% |
| 2021-04-05 | $2.1 | $3.6 | 167% | 13 | -1 | -8% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NY, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV