AUM
Employee Count
Main Office
| Discretion | AUM |
|---|---|
| Discretionary | $12.9 |
| Non-Discretionary | $0.0 |
| Total | $12.9 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $12.9 |
| Institutional | $0.0 |
| Total | $12.9 |
| 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 |
|---|---|---|---|
| WHITESTAR ASSET MANAGEMENT LLC | $4.0 | 167408 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
48 active
| Name | Title |
|---|---|
| MAHMUD, GIBRAN, WARRIS | DIRECTOR, CHIEF EXECUTIVE OFFICER |
| BOSSART, BRENT, ALLEN | DIRECTOR/OWNER |
| BRANER, PHILIP, RICHARD | VP AND CHIEF OPERATING OFFICER |
| MURRAY, MARK, THOMAS | CHIEF FINANCIAL OFFICER |
| FRISHKOPF, JOHN, JOSEPH | DIRECTOR |
| BERNSTEIN, ANDREW, GLENN | DIRECTOR |
| EBRAHEMI, FRED | DIRECTOR |
| CANNON, JOHN, FRANCIS | CHIEF COMPLIANCE OFFICER |
| PADE, WILLIAM, JAMES | DIRECTOR |
| GUTIERREZ, XAVIER | DIRECTOR |
| EGHBALI, BEHDAD | MEMBER |
| FELICIANO, JOSE, ENRIQUE | MEMBER |
| KUBR, THOMAS, J | OWNER |
| O'SULLIVAN, KATHRYN, WINIFRED | MANAGER |
| GALLOWAY, ANDREW, DANIEL JAMES | MANAGER, MANAGER |
| LEWIS, JOHN, CLIVE | MANAGER |
ADVDB.CO • SOURCE: SEC
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $12.9 | $0.0 | 0% | 18 | 0 | 0% |
| 2024-04-02 | $12.9 | $0.0 | 0% | 18 | 0 | 0% |
| 2023-04-04 | $11.0 | $1.9 | 17% | 12 | 6 | 50% |
| 2022-04-01 | $7.8 | $5.1 | 65% | 11 | 7 | 64% |
| 2021-04-05 | $6.1 | $6.8 | 112% | 12 | 6 | 50% |
| 2020-04-01 | $4.9 | $8.0 | 165% | 16 | 2 | 12% |
| 2019-04-01 | $3.7 | $9.3 | 254% | 10 | 8 | 80% |
| 2018-04-02 | $2.2 | $10.7 | 488% | 10 | 8 | 80% |
| 2017-04-01 | $1.0 | $11.9 | 1181% | 5 | 13 | 260% |
| 2016-04-01 | $0.2 | $12.7 | 5163% | 5 | 13 | 260% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
| STATE REGISTRATIONS |
| TX, TX-09/25/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV