AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $15.0 |
| Non-Discretionary | $4.7 |
| Total | $19.7 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $19.7 |
| Total | $19.7 |
| 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 | $19.7 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $19.7 |
| 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 | 99% | $19.5 |
| Cash | 1% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $19.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| PGIM, INC. | $1,014.7 | 105676 | |
| PGIM INVESTMENTS LLC | $315.4 | 105670 | |
| PGIM QUANTITATIVE SOLUTIONS LLC | $93.4 | 129752 | |
| PGIM PRIVATE PLACEMENT INVESTORS, L.P. | $25.7 | 106442 | |
| PRUCO SECURITIES, LLC | $16.4 | broker-dealer | 5685 |
| PGIM PORTFOLIO ADVISORY LLC | $13.4 | 136274 | |
| PGIM CUSTOM HARVEST LLC | $3.6 | 290235 | |
| PGIM DC SOLUTIONS LLC | $1.3 | 318800 | |
| PGIM REAL ESTATE ADVISORS LLC | $0.0 | 327165 | |
| THE PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0.0 | 680 |
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 | $19.7 | $0.0 | 0% | 46 | 0 | 0% |
| 2024-04-02 | $19.7 | $0.0 | 0% | 46 | 0 | 0% |
| 2023-04-04 | $62.2 | -$42.5 | -68% | 154 | -108 | -70% |
| 2022-04-01 | $49.1 | -$29.4 | -60% | 91 | -45 | -49% |
| 2021-04-05 | $0.0 | $19.7 | 79290% | 0 | 0 | 0% |
| 2020-04-01 | $0.0 | $19.7 | 150466% | 0 | 0 | 0% |
| 2019-04-01 | $0.0 | $19.7 | 1733148% | 0 | 0 | 0% |
| 2018-04-02 | $0.0 | $19.7 | 58213874% | 0 | 0 | 0% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| NJ, NJ-01/19/2018 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV