AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.5 |
| Institutional | $0.0 |
| Total | $0.5 |
| 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 |
|---|---|---|---|
| PNC CAPITAL ADVISORS LLC | $37.7 | 151829 | |
| PNC INVESTMENTS LLC | $23.9 | broker-dealer | 129052 |
| PNC TC, LLC | $3.3 | 172753 | |
| PNC INSURANCE SERVICE, LLC | $0.0 | - | |
| PNC INVESTMENT COMPANY LLC | $0.0 | - | |
| PNC CAPITAL FINANCE LLC | $0.0 | - | |
| CERBERUS PSL MANAGER, LLC | $0.0 | - | |
| THE PNC FINANCIAL SERVICES GROUP, INC | $0.0 | - | |
| PNC BANCORP, INC | $0.0 | - | |
| CERBERUS PSL GP, LLC | $0.0 | - | |
| PNC BANK, NATIONAL ASSOCIATION | $0.0 | trust company | - |
| PNC CAPITAL MARKETS LLC | $0.0 | broker-dealer | 15647 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
8 active
| Name | Title |
|---|---|
| MACCONNELL, BRIAN, SHAWN | PRESIDENT AND MANAGER |
| RUS, THOMAS, REINHARD | CHIEF COMPLIANCE OFFICER |
| MARDAGA, PETER, JOSEPH | MANAGER |
| NEWMAN, DEAN, WILLIAM | BOARD OF MANAGERS |
| DARBY-JONES, DEEDRA, DENISE | BOARD OF MANAGERS |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $0.5 | $0.0 | 0% | 15 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.5 | 1667% | 14 | 1 | 7% |
| 2023-04-04 | $0.0 | $0.5 | 1162% | 29 | -14 | -48% |
| 2022-04-01 | $0.0 | $0.5 | 1065% | 24 | -9 | -38% |
| 2021-04-05 | $0.2 | $0.4 | 208% | 20 | -5 | -25% |
| 2020-04-01 | $0.3 | $0.2 | 77% | 20 | -5 | -25% |
| 2019-04-01 | $0.4 | $0.1 | 34% | 26 | -11 | -42% |
| 2018-04-02 | $0.5 | $0.0 | 6% | 33 | -18 | -55% |
| 2017-04-01 | $0.5 | $0.0 | -1% | 31 | -16 | -52% |
| 2016-04-01 | $0.4 | $0.2 | 47% | 30 | -15 | -50% |
| 2015-04-01 | $0.3 | $0.2 | 85% | 26 | -11 | -42% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| PA, |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV