AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $8.3 |
Non-Discretionary | $0.0 |
Total | $8.3 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $4.5 |
Institutional | $3.7 |
Total | $8.3 |
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 | $3.7 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $3.7 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 98% | $3.7 |
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 | 2% | $0.1 |
Other | 0% | $0.0 |
Total | 100% | $3.7 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
AMG FUNDS LLC | $21.2 | 153456 | |
AMG DISTRIBUTORS, INC. | $0.0 | broker-dealer | 27314 |
TIMESSQUARE HEALTH CARE GP, LLC | $0.0 | - | |
TIMESSQUARE PARTNERS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
13 active
Name | Title |
---|---|
BABYAK, GRANT, RICHARD | CHIEF EXECUTIVE OFFICER, PARTNER |
AARON, MARK, JAY | PRESIDENT |
BISCHOFF, JOSHUA, AARON | PARTNER, HEAD OF TRADING |
BRAEMER, JEFFREY, DANIEL | PARTNER, CLIENT RELATIONS |
FERREIRO, DAVID | PARTNER, PORTFOLIO MANAGER |
MCCOMB, JOSEPH, RYAN | PARTNER, CHIEF OPERATING OFFICER |
JANO, CARL | CHIEF FINANCIAL OFFICER |
KOHLI, PREETI, (NMN) | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-11-01 | $8.3 | $0.0 | 0% | 48 | 0 | 0% |
2024-04-02 | $8.3 | $0.0 | 0% | 48 | 0 | 0% |
2023-04-04 | $8.8 | -$0.5 | -6% | 56 | -8 | -14% |
2022-04-01 | $15.1 | -$6.8 | -45% | 58 | -10 | -17% |
2021-04-05 | $16.2 | -$8.0 | -49% | 56 | -8 | -14% |
2020-04-01 | $15.4 | -$7.1 | -46% | 53 | -5 | -9% |
2019-04-01 | $14.4 | -$6.2 | -43% | 48 | 0 | 0% |
2018-04-02 | $17.9 | -$9.7 | -54% | 50 | -2 | -4% |
2017-04-01 | $16.2 | -$7.9 | -49% | 50 | -2 | -4% |
2016-04-01 | $17.0 | -$8.7 | -51% | 47 | 1 | 2% |
2015-04-01 | $18.8 | -$10.5 | -56% | 44 | 4 | 9% |
2014-04-01 | $20.4 | -$12.1 | -59% | 44 | 4 | 9% |
2013-04-01 | $14.7 | -$6.5 | -44% | 43 | 5 | 12% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
NY, CT-09/10/2004, NY-09/10/2004 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV