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