AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $7,909.8 |
Non-Discretionary | $0.0 |
Total | $7,909.8 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $7,909.8 |
Institutional | $0.0 |
Total | $7,909.8 |
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 |
---|---|---|---|
VANGUARD GLOBAL ADVISERS, LLC | $432.7 | 164593 | |
VANGUARD ASSET MANAGEMENT, LIMITED | $403.3 | 282598 | |
VANGUARD ADVISERS, INC. | $333.1 | municipal advisor | 106715 |
VANGUARD INVESTMENTS AUSTRALIA LIMITED | $83.8 | 282933 | |
VANGUARD PERSONALIZED INDEXING MANAGEMENT | $4.3 | 285366 | |
VANGUARD FIDUCIARY TRUST COMPANY | $0.0 | trust company | - |
VANGUARD NATIONAL TRUST COMPANY, N.A. | $0.0 | trust company | - |
VGI INSURANCE INC | $0.0 | - | |
VANGUARD MARKETING CORPORATION | $0.0 | broker-dealer | 7452 |
VANGUARD GROUP (IRELAND) LIMITED | $0.0 | - | |
VANGUARD INVESTMENTS UK, LIMITED | $0.0 | 283775 | |
VGIM, S.A. DE C.V., ASESOR EN INVERSIONES INDEPENDIENTE | $0.0 | - | |
VANGUARD SUPER PTY LTD. | $0.0 | trust company | - |
VANGUARD GROUP EUROPE GMBH | $0.0 | broker-dealer | - |
VANGUARD INVESTMENTS CANADA INC. | $0.0 | broker-dealer | 283519 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
59 active
Name | Title |
---|---|
BUCKLEY, MORTIMER, JOSEPH | CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER |
PEROLD, ANDRE, FRANCOIS | DIRECTOR |
FULLWOOD, EMERSON, U | DIRECTOR |
VOLANAKIS, PETER, FREDERICK | DIRECTOR |
LOUGHREY, FRANCIS, JOSEPH | DIRECTOR |
MCISAAC, CHRISTOPHER, DAVIS | MANAGING DIRECTOR |
MALPASS, SCOTT, CHARLES | DIRECTOR |
LOUGHRIDGE, MARK | DIRECTOR |
RISI, KARIN, ANN | MANAGING DIRECTOR |
ROLLINGS, MICHAEL, THOMAS | MANAGING DIRECTOR AND CHIEF FINANCIAL OFFICER |
ROBINSON, ANNE, ELIZABETH | GENERAL COUNSEL, MANAGING DIRECTOR, AND SECRETARY |
JAMES, JOHN, MARK | MANAGING DIRECTOR |
MULLIGAN, DEANNA, MARIE | DIRECTOR |
RASKIN, SARAH, BLOOM | DIRECTOR |
DAVIS, GREGORY | MANAGING DIRECTOR, PRESIDENT AND CHIEF INVESTMENT OFFICER |
BRENNAN, JOSEPH, PATRICK | MANAGING DIRECTOR AND CHIEF RISK OFFICER |
VALENTE, LAUREN, MARIE | MANAGING DIRECTOR |
BENCHENER, MATTHEW, JOHN | MANAGING DIRECTOR |
THOMAS, DAVID, ANTHONY | DIRECTOR |
BUNCH, TARA, LYNN | DIRECTOR |
TANDON, NITIN | MANAGING DIRECTOR AND CHIEF INFORMATION OFFICER |
ANGELL, JACQUELINE | CHIEF COMPLIANCE OFFICER |
REID, GRANT, FERGUS | DIRECTOR |
BOATENG, AMMA, ACHEAMPOMAA | MANAGING DIRECTOR |
PASTOR, LUBOS | DIRECTOR |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $7,909.8 | $0.0 | 0% | 980 | 0 | 0% |
2024-04-02 | $7,909.8 | $0.0 | 0% | 980 | 0 | 0% |
2023-04-04 | $6,649.2 | $1,260.5 | 19% | 675 | 305 | 45% |
2022-04-01 | $7,796.1 | $113.7 | 1% | 520 | 460 | 88% |
2021-04-05 | $6,669.6 | $1,240.1 | 19% | 590 | 390 | 66% |
2020-04-01 | $5,716.1 | $2,193.6 | 38% | 650 | 330 | 51% |
2019-04-01 | $4,530.1 | $3,379.6 | 75% | 490 | 490 | 100% |
2018-04-02 | $4,839.3 | $3,070.5 | 63% | 314 | 666 | 212% |
2017-04-01 | $3,788.9 | $4,120.8 | 109% | 300 | 680 | 227% |
2016-04-01 | $3,238.7 | $4,671.1 | 144% | 290 | 690 | 238% |
2015-04-01 | $3,006.4 | $4,903.3 | 163% | 262 | 718 | 274% |
2014-04-01 | $2,349.1 | $5,560.6 | 237% | 262 | 718 | 274% |
2013-04-01 | $1,773.4 | $6,136.3 | 346% | 238 | 742 | 312% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV