AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $102.5 |
Non-Discretionary | $15.5 |
Total | $118.0 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $67.3 |
Institutional | $50.7 |
Total | $118.0 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 1 | $0.0 |
Average HNW AUM | $10,000,000 | |
Retail Total | 1 | $0.0 |
Average Retail AUM | $10,000,000 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|---|---|
BANK OF AMERICA, N.A. | CHARLOTTE-NC-USA | $35.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $50.7 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $50.7 |
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% | $50.7 |
Total | 100% | $50.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
NEUBERGER BERMAN INVESTMENT ADVISERS LLC | $337.3 | 124687 | |
NEUBERGER BERMAN EUROPE LIMITED | $79.4 | 162267 | |
NEUBERGER BERMAN SINGAPORE PTE. LIMITED | $28.4 | 167947 | |
NEUBERGER BERMAN CANADA ULC | $11.2 | 284803 | |
NEUBERGER BERMAN LOAN ADVISERS II LLC | $9.3 | 306601 | |
NEUBERGER BERMAN LOAN ADVISERS LLC | $6.4 | 285579 | |
NEUBERGER BERMAN ASIA LIMITED | $6.2 | 154286 | |
NEUBERGER BERMAN LOAN ADVISERS IV LLC | $0.9 | 324282 | |
NEUBERGER BERMAN BD LLC | $0.0 | broker-dealer | 2908 |
NB SECONDARY OPPORTUNITIES ASSOCIATES IV LP | $0.0 | - | |
NB CROSSROADS FUND XVIII GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT CAYMAN ASSOCIATES II GP LIMITED | $0.0 | - | |
NB CREDIT OPPORTUNITIES ASSOCIATES II LP | $0.0 | - | |
NB INITIUM/ESSE GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES IV GP LLC | $0.0 | - | |
NORTHBOUND EMERGING MANAGER GP LLC | $0.0 | - | |
NB NEUB GP LLC | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES V GP LLC | $0.0 | - | |
NB CO-INVESTMENT ASSOCIATES GP LLC | $0.0 | - | |
NB CROSSROADS PMF VII GP LLC | $0.0 | - | |
NB AIMS SC1 GP LLC | $0.0 | - | |
NB SOF V CAYMAN UT MANAGER LLC | $0.0 | - | |
NB CRYSTAL PE GP LLC | $0.0 | - | |
NB GEMINI FUND GP LP | $0.0 | - | |
FIRST NB SCUTUM PE ASSOCIATES LP | $0.0 | - | |
FIRST NB SCUTUM PE GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES V GP LLC | $0.0 | - | |
NB CANADA 1 GP LLC | $0.0 | - | |
NB ORIENTALIS GP LP | $0.0 | - | |
NB ORIENTALIS GP LLC | $0.0 | - | |
NBPD DAYBREAK CAYMAN GP LLC | $0.0 | - | |
NB CENTRAL VALLEY FUND GP LP | $0.0 | - | |
NB BVK CO-INVESTMENT GP SARL | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES III LP | $0.0 | - | |
NB WM CO-INVEST GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES II LP | $0.0 | - | |
NB STAR BUYOUT STRATEGY 2019 GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE ASSOCIATES II LP | $0.0 | - | |
NB ENSTAR PE OPPORTUNITIES GP LP | $0.0 | - | |
NB ALMANAC ASP GP LP | $0.0 | - | |
NB PRIVATE DEBT AT GP LLC | $0.0 | - | |
NB ARS IX SC I LLC | $0.0 | - | |
NB TCC STRATEGIC FUND GP LP | $0.0 | - | |
NB ARS IX SC II LLC | $0.0 | - | |
NB CROSSROADS FUND 24 GP LP | $0.0 | - | |
OUTPOST VENTURES GP LLC | $0.0 | - | |
NB PRIVATE PACKAGE GP LLC | $0.0 | - | |
NB CREDIT OPPORTUNITIES II CO-INVESTMENT (WHISTLER) GP LLC | $0.0 | - | |
NB ALMANAC ACI GP LLC | $0.0 | - | |
NB PEP INVESTMENTS LP (INCORPORATED) | $0.0 | - | |
NYC-NORTHBOUND EMERGING MANAGERS II GP LLC | $0.0 | - | |
NB PD CENTENNIAL HOLDINGS II GP LTD | $0.0 | - | |
NYC-NORTHBOUND EMERGING MANAGERS ASSOCIATES II LP | $0.0 | - | |
NB SBS US 3 FUND GP LLC | $0.0 | - | |
NBSF III GP SARL | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES V LP | $0.0 | - | |
NB NEUB INFRASTRUCTURE GP LLC | $0.0 | - | |
NB CRYSTAL PE GP LP | $0.0 | - | |
NBAL PRIVATE INVESTMENT FUND GP LLC | $0.0 | - | |
NB OLIVE GP LLC | $0.0 | - | |
NB SOLEIL 2020 GP LLC | $0.0 | - | |
NB FLAT CORNER PE FUND ASSOCIATES LP | $0.0 | - | |
NBAL PE IMPACT FUND GP LLC | $0.0 | - | |
NBPD AT HOLDINGS GP LLC | $0.0 | - | |
NB INITIUM/ESSE GP LLC | $0.0 | - | |
OUTPOST VENTURES ASSOCIATES LP | $0.0 | - | |
NB CREDIT OPPORTUNITIES II CO-INVESTMENT (TRINITY) GP LLC | $0.0 | - | |
NB AMERIQUE DU NORD DIVERSIFIE PE 2007 GP LLC | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES II LP | $0.0 | - | |
NB PRIVATE EQUITY CREDIT OPPORTUNITIES ASSOCIATES LP | $0.0 | - | |
NB REAL ESTATE SECONDARY OPPORTUNITIES ASSOCIATES LP | $0.0 | - | |
NB ALTERNATIVES GP (OFFSHORE) LTD | $0.0 | - | |
NB STRATEGIC CAPITAL ASSOCIATES GP LLC | $0.0 | - | |
NB STAR BUYOUT STRATEGY 2021 GP LLC | $0.0 | - | |
NB PRIVATE DEBT FUND IV CAYMAN GP LLC | $0.0 | - | |
NB CROSSROADS FUND 24 GP LLC | $0.0 | - | |
NEUBERGER BERMAN ASSET MANAGEMENT IRELAND LIMITED | $0.0 | 300727 | |
NB ENHANCED INCOME PRIVATE EQUITY GP LLC | $0.0 | - | |
NB STRATEGIC CAPITAL ASSOCIATES LP | $0.0 | - | |
GLSF1 LLC | $0.0 | - | |
NB ODYSSEY GP LP | $0.0 | - | |
NB ALTERNATIVES GP HOLDINGS LLC | $0.0 | - | |
NB SWAN PRIVATE DEBT ASSOCIATES SARL | $0.0 | - | |
NB AIMS GP LLC | $0.0 | - | |
NB RED PINE ASSOCIATES LP | $0.0 | - | |
NBCB GLOBAL CO-INV GP LP | $0.0 | - | |
NBCB GLOBAL CO-INV GP LLC | $0.0 | - | |
NB ALMANAC REALTY INVESTORS IX GP LLC | $0.0 | - | |
TORANOMON FUND MASTER GP LTD. | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES IV GP LLC | $0.0 | - | |
NB AIMS (CAYMAN) LIMITED | $0.0 | - | |
NB EURO CROSSROADS 2021 GP SARL | $0.0 | - | |
NB EURO CROSSROADS 2018 GP S.A R.L. | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES V GP S.A R.L. | $0.0 | - | |
OUTPOST VENTURES ASSOCIATES (PARALLEL) LP | $0.0 | - | |
NBSF CANADA INVESTORS 2021-1 GP LLC | $0.0 | - | |
NB RED PINE GP LLC | $0.0 | - | |
NEUBERGER BERMAN / NEW JERSEY INVESTMENT FUND III GP LP | $0.0 | - | |
NB STAR 2023 GP LLC | $0.0 | - | |
NB PRIVATE DEBT AT ASSOCIATES LP | $0.0 | - | |
NB ARS IX SC IX GP LLC | $0.0 | - | |
NB ILS GP SARL | $0.0 | - | |
NB ALABASTER GP LP | $0.0 | - | |
NB PK GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE III GP LLC | $0.0 | - | |
NB ALPS GP LLC | $0.0 | - | |
NB SHP GP LLC | $0.0 | - | |
NB PRIVATE PACKAGE FUND GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES III GP LLC | $0.0 | - | |
NB CREDIT OPPS CO-INVESTMENT (VETCOR) GP LLC | $0.0 | - | |
NB AYAME GP LLC | $0.0 | - | |
NB FLAT CORNER PE GP LLC | $0.0 | - | |
NB SOLEIL GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES III GP LLC | $0.0 | - | |
NB SI-APOLLO SENGAI FUND GP LP | $0.0 | - | |
NB DIRECT ACCESS II GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE REDWOOD ASSOCIATES LP | $0.0 | - | |
JUNI PE FUND GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES VI GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES VI GP LLC | $0.0 | - | |
NB PRIVATE DEBT FUND V LUX ASSOCIATES SARL | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES V LP | $0.0 | - | |
NB PRIVATE DEBT V GP LLC | $0.0 | - | |
NB CREDIT OPPORTUNITIES II QDLP CO-INVEST GP LLC | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES V SARL | $0.0 | - | |
NB PRIVATE DEBT FUND III LUX-A ASSOCIATES S.A R.L. | $0.0 | - | |
NB CREDIT OPPORTUNITIES II GP SARL | $0.0 | - | |
NB ODYSSEY GP LLC | $0.0 | - | |
NB AGGREGATOR GP LLC | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES II S.A R.L. | $0.0 | - | |
NB ILS ASSOCIATES LLC | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES LP | $0.0 | - | |
NB SELECT OPPORTUNITIES II GP LP | $0.0 | - | |
NB CO-INVESTMENT ASSOCIATES LP | $0.0 | - | |
NB CREDIT OPPORTUNITIES II CO-INVEST (FORTIS) GP LLC | $0.0 | - | |
NB ENHANCED INCOME PRIVATE EQUITY II GP LLC | $0.0 | - | |
NB THL FUND VI MANAGER LLC | $0.0 | - | |
NB CROSSROADS 2010 FUND GP LLC | $0.0 | - | |
NB STAR BUYOUT STRATEGY 2022 GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES II GP LLC | $0.0 | - | |
PROJECT PARK ASSOCIATES GP LLC | $0.0 | - | |
GOLDEN ROAD CAPITAL FUND GP, LLC | $0.0 | - | |
NB WESSEX GP LP | $0.0 | - | |
NB WESSEX GP LLC | $0.0 | - | |
NB ARS IX SC VI LLC | $0.0 | - | |
NB ARS IX SC IX LLC | $0.0 | - | |
NB CASPIAN FUND GP LP | $0.0 | - | |
NB CANAFUND PRIVATE DEBT ASSOCIATES LP | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES III GP LLC | $0.0 | - | |
NYC-NORTHBOUND EMERGING MANAGERS ASSOCIATES LP | $0.0 | - | |
NB SECONDARY OPPORTUNITIES 2016 - A GP LLC | $0.0 | - | |
NB PRIVATE DEBT III (ONTARIO) GP LLC | $0.0 | - | |
NB EVOLVE MANAGEMENT LP | $0.0 | - | |
NB-ATHYRIUM OPPORTUNITIES FUND III GP LLC | $0.0 | - | |
NB REMBRANDT GP LLC | $0.0 | - | |
MARQUEE BRANDS II GP LLC | $0.0 | - | |
NB PRIVATE EQUITY IMPACT FUND GP LLC | $0.0 | - | |
NB ALMANAC REALTY INVESTORS VII GP LLC | $0.0 | - | |
NB PRIVATE DEBT FUND V CAYMAN GP LLC | $0.0 | - | |
NB PRIVATE EQUITY IMPACT FUND II GP SARL | $0.0 | - | |
NB SELECT OPPORTUNITIES VII GP LLC | $0.0 | - | |
NB MEP FUND GP LLC | $0.0 | - | |
NB CROSSROADS FUND 23 GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES GP LLC | $0.0 | - | |
NB SELECT OPPORTUNITIES II GP LLC | $0.0 | - | |
NB CROSSROADS PMF VI GP LLC | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES III LP | $0.0 | - | |
NB SOHO GP LLC | $0.0 | - | |
NB REAL ESTATE SECONDARY OPPORTUNITIES ASSOCIATES GP LLC | $0.0 | - | |
NB CMTG INVESTOR GP LLC | $0.0 | - | |
NB ALMANAC SECURITIES CANADA GP INC. | $0.0 | - | |
NEUBERGER BERMAN AIFM SARL | $0.0 | 300813 | |
NB ALMANAC REALTY INVESTORS VI GP LLC | $0.0 | - | |
NB CANAFUND PRIVATE DEBT GP LLC | $0.0 | - | |
NB TCC STRATEGIC GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE II GP LLC | $0.0 | - | |
NB STRATUS BLOCKER GP LLC | $0.0 | - | |
NB ENHANCED INCOME ASSOCIATES II LP | $0.0 | - | |
NB SELECT OPPORTUNITIES FEEDER 2022 GP LLC | $0.0 | - | |
NB SELECT OPPORTUNITIES V GP LLC | $0.0 | - | |
NB SOF V ISPV 2022 PARALLEL OPPORTUNITIES GP LLC | $0.0 | - | |
NB CREDIT OPPORTUNITIES II CO-INVEST (WATERFALL) GP LLC | $0.0 | - | |
NB CREDIT OPPORTUNITIES II CO-INVEST (INTEGRITY) GP LLC | $0.0 | - | |
NB SOF V FEEDER 2022 GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES IV LP | $0.0 | - | |
NB EXCELSIOR FUND VII GP LLC | $0.0 | - | |
NB PD IV (ONTARIO BLOCKER) GP LP | $0.0 | - | |
NB TANGIBLE ASSETS GP LLC | $0.0 | - | |
NB DIRECT ACCESS ASSOCIATES II LP | $0.0 | - | |
NB STRATEGIC CAPITAL ASSOCIATES II LP | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES IV GP S.A R.L. | $0.0 | - | |
RUTON ATLAS NB GP LLC | $0.0 | - | |
NB DIRECT ACCESS ASSOCIATES LP | $0.0 | - | |
NB SELECT OPPORTUNITIES IV GP LP | $0.0 | - | |
NB REMBRANDT GP LP | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES IV LP | $0.0 | - | |
TORANOMON FUND AIV GP LTD. | $0.0 | - | |
NB REINSURANCE LTD. | $0.0 | - | |
MARQUEE BRANDS GP LLC | $0.0 | - | |
NB PRIVATE EQUITY CREDIT OPPORTUNITIES GP LLC | $0.0 | - | |
NB EXCELSIOR II MANAGER LLC | $0.0 | - | |
NB STRATEGIC CAPITAL ASSOCIATES II GP LLC | $0.0 | - | |
NB SELECT OPPORTUNITIES III GP LP | $0.0 | - | |
NB AIMS SCVI GP LLC | $0.0 | - | |
NB ALABASTER GP LLC | $0.0 | - | |
NB CANADA 1 GP LP | $0.0 | - | |
NB SELECT OPPORTUNITIES V GP LP | $0.0 | - | |
NB SI-APOLLO SENGAI GP LLC | $0.0 | - | |
NB CATASTROPHE BOND ASSOCIATES LP | $0.0 | - | |
NB LARKSPUR PRIVATE DEBT FUND ASSOCIATES SARL | $0.0 | - | |
KPS-NB MULTI-STRATEGY FUND I GP LP | $0.0 | - | |
NB BPBI GP LP | $0.0 | - | |
NB BPBI GP LLC | $0.0 | - | |
NB VB CO-INVESTMENT GP SARL | $0.0 | - | |
NB CLIFTON PRIVATE EQUITY III GP LP | $0.0 | - | |
TORANOMON FUND MASTER GP 1-B, LTD. | $0.0 | - | |
NB CLIFTON PRIVATE EQUITY III GP LLC | $0.0 | - | |
NBSF REDWOOD HOLDINGS C GP LLC | $0.0 | - | |
NBSF REDWOOD HOLDINGS B GP LLC | $0.0 | - | |
NB STAR ALTERNATIVES GP LLC | $0.0 | - | |
TORANOMON FUND FEEDER GP 1-B, LTD. | $0.0 | - | |
NB TORANOMON FUND SLP 1-B GP LLC | $0.0 | - | |
NB CPEG FUND GP LP | $0.0 | - | |
NB ALMANAC INVESTORS GP LP | $0.0 | - | |
NB REAL ESTATE SECONDARY OPPORTUNITIES ASSOCIATES II GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE ASSOCIATES III LP | $0.0 | - | |
KPS-NB MULTI-STRATEGY FUND I GP LLC | $0.0 | - | |
NB PT FUND GP LP | $0.0 | - | |
NB PT GP LLC | $0.0 | - | |
NB PRIVATE EQUITY IMPACT FUND II GP LLC | $0.0 | - | |
NB PRIVATE EQUITY IMPACT FUND II GP LP | $0.0 | - | |
NB DIRECT ACCESS FUND II CO-INVEST (USS) GP LLC | $0.0 | - | |
NB CATASTROPHE BOND GP LLC | $0.0 | - | |
NBSF CANADA INVESTORS 2021-1 ASSOCIATES LP | $0.0 | - | |
NB SOF GRANITE FUND GP LLC | $0.0 | - | |
NB SPECIALTY FINANCE REDWOOD GP LLC | $0.0 | - | |
JUNI PE GP LLC | $0.0 | - | |
NB CENTRAL VALLEY GP LLC | $0.0 | - | |
NB PD CENTENNIAL HOLDINGS GP LTD. | $0.0 | - | |
NB GLOBAL ACCESS GP S.A R.L. | $0.0 | - | |
NB NEUB RENEWABLE ENERGY GP LLC | $0.0 | - | |
NB REAL ESTATE SECONDARY ASIA GP LLC | $0.0 | - | |
NB REAL ESTATE SECONDARY ASIA GP LP | $0.0 | - | |
NB STRATEGIC CAPITAL ASSOCIATES II S.A R.L. | $0.0 | - | |
NBPD DAYBREAK LUX ASSOCIATES SARL | $0.0 | - | |
NB CREDIT OPPORTUNITIES II GP LLC | $0.0 | - | |
NB PRIVATE DEBT FUND IV LUX ASSOCIATES SARL | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES V LP | $0.0 | - | |
NB SELECT OPPORTUNITIES VII GP LP | $0.0 | - | |
NB PRIVATE DEBT FUND III CAYMAN GP LLC | $0.0 | - | |
NB STAR BUYOUT STRATEGY 2020 GP LLC | $0.0 | - | |
NB SHP FUND GP LP | $0.0 | - | |
NB SECONDARY OPPORTUNITIES ASSOCIATES III LP | $0.0 | - | |
NB GEMINI FUND GP LLC | $0.0 | - | |
NB CROSSROADS FUND XXI GP LLC | $0.0 | - | |
NB STRATEGIC CO-INVESTMENT ASSOCIATES IV GP LLC | $0.0 | - | |
NB CROSSROADS FUND XXII GP LLC | $0.0 | - | |
NB-ATHYRIUM OPPORTUNITIES FUND IV GP LLC | $0.0 | - | |
NB ALMANAC REALTY INVESTORS VIII GP LLC | $0.0 | - | |
NB REAL ESTATE SECONDARY OPPORTUNITIES ASSOCIATES II LP | $0.0 | - | |
NB PRIVATE DEBT ASSOCIATES II LP | $0.0 | - | |
NB ARCH ASSOCIATES GP LP | $0.0 | - | |
NB AGI PE FUND GP LLC | $0.0 | - | |
NB IPU FUND GP LLC | $0.0 | - | |
NB CO-INVESTMENT ASSOCIATES CAYMAN L.P. | $0.0 | - | |
NB ALMANAC ASO GP LP | $0.0 | - | |
NB ALTERNATIVES EUROPE GENERAL PARTNER S.À R.L. | $0.0 | - | |
NB-ATHYRIUM OPPORTUNITIES FUND II GP LLC | $0.0 | - | |
NB CROSSROADS FUND XX GP LLC | $0.0 | - | |
NB ALTERNATIVES GP (SCOTTISH) LLP | $0.0 | - | |
NB ALMANAC REALTY INVESTORS V GP LLC | $0.0 | - | |
NB EXCELSIOR FUND VI GP LLC | $0.0 | - | |
NORTHBOUND EMERGING MANAGER FUND II GP LLC | $0.0 | - | |
NB ASGA FUND GP LP | $0.0 | - | |
NBSF REDWOOD HOLDINGS GP LLC | $0.0 | - | |
NB PD CENTENNIAL FUND GP LTD. | $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 | $118.0 | $0.0 | 0% | 319 | 0 | 0% |
2024-04-02 | $118.0 | $0.0 | 0% | 319 | 0 | 0% |
2023-04-04 | $104.7 | $13.4 | 13% | 296 | 23 | 8% |
2022-04-01 | $87.9 | $30.1 | 34% | 247 | 72 | 29% |
2021-04-05 | $101.2 | $16.8 | 17% | 279 | 40 | 14% |
2020-04-01 | $84.5 | $33.6 | 40% | 246 | 73 | 30% |
2019-04-01 | $68.3 | $49.7 | 73% | 186 | 133 | 72% |
2018-04-02 | $49.2 | $68.8 | 140% | 156 | 163 | 104% |
2017-04-01 | $40.0 | $78.0 | 195% | 138 | 181 | 131% |
2016-04-01 | $25.4 | $92.7 | 365% | 126 | 193 | 153% |
2015-04-01 | $20.9 | $97.1 | 465% | 97 | 222 | 229% |
2014-04-01 | $16.0 | $102.0 | 637% | 87 | 232 | 267% |
2013-04-01 | $14.9 | $103.2 | 693% | 64 | 255 | 398% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
TX, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION EDUCATIONAL WORKSHOPS |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV