AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $6.3 |
| Non-Discretionary | $0.0 |
| Total | $6.3 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $6.3 |
| Institutional | $0.0 |
| Total | $6.3 |
| 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 | $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 |
|---|---|---|---|
| OVERLOOK INVESTMENTS LIMITED | $6.3 | 137926 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
18 active
| Name | Title |
|---|---|
| LAWRENCE, JR, RICHARD, HURD | TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002, DIRECTOR OF GENERAL PARTNER, TRUSTEE |
| LAWRENCE, DEE, MACLEOD | TRUSTEE, RICHARD HURD LAWRENCE, JR. SEPARATE PROPERTY TRUST U/T/A DTD JUNE 13, 2002, DIRECTOR OF GENERAL PARTNER, TRUSTEE |
| LAWRENCE, PHILIP, S. | TRUSTEE, THE LAWRENCE 2009 EXEMPT FAMILY TRUST |
| SQUIRE, JAMES, ST. JOHN | CHIEF INVESTMENT OFFICER |
| FOONG, LEON IE | PARTNER |
| MORGAN, ALAN, HUGH | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER |
| LEUNG, HUNG PIU WILLIAM | SHAREHOLDER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2024-10-01 | $6.3 | $0.0 | 0% | 0 | 0 | 0% |
| 2024-04-02 | $6.3 | $0.0 | 0% | 0 | 0 | 0% |
| 2023-04-04 | $6.0 | $0.3 | 6% | 0 | 0 | 0% |
| 2022-04-01 | $7.2 | -$0.8 | -12% | 0 | 0 | 0% |
| 2021-04-05 | $7.6 | -$1.3 | -17% | 0 | 0 | 0% |
| 2020-04-01 | $6.1 | $0.2 | 3% | 0 | 0 | 0% |
| 2019-04-01 | $4.7 | $1.6 | 34% | 1 | -1 | -100% |
| 2018-04-02 | $6.1 | $0.2 | 3% | 1 | -1 | -100% |
| 2017-04-01 | $4.6 | $1.8 | 38% | 1 | -1 | -100% |
| 2016-04-01 | $3.7 | $2.6 | 71% | 1 | -1 | -100% |
| 2015-04-01 | $3.7 | $2.7 | 73% | 1 | -1 | -100% |
| 2014-04-01 | $3.4 | $3.0 | 88% | 1 | -1 | -100% |
| 2013-04-01 | $2.7 | $3.6 | 131% | 1 | -1 | -100% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV