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CRD 159559
WAYNE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DOUGLAS H PYLE | n/a | WAYNE, PA | 14 | 14 | n/a | no |
| PIERCE ARCHER | n/a | WAYNE, PA | 14 | 45 | n/a | no |
| JENNIFER LEE BYRNE | Chartered Financial Analyst | WAYNE, PA | 11 | 46 | n/a | no |
| JOHN A GERHARDT | Chartered Financial Analyst | WAYNE, PA | 6 | 16 | 1 | no |
| James Emmet Gowen | Chartered Financial Analyst | WAYNE, PA | 2 | 13 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARCHER, PIERCE | PARTNER / MANAGING MEMBER | D | yes | 09/2012 | Oct 24, 2012 | Oct 9, 2024 |
| PYLE, DOUGLAS, H | PARTNER / MANAGING MEMEBER | C | yes | 10/2011 | Nov 15, 2011 | Oct 9, 2024 |
| GILROY, MARY ELLEN | Cco | Na | no | 08/2021 | Sep 22, 2022 | Oct 9, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $855M | $855M | 8 | 5 | 0 | n/a | n/a |
| 2024 | Feb 20, 2025 | $787M | $787M | 8 | 5 | 0 | n/a | n/a |
| 2023 | Mar 25, 2024 | $709M | $709M | 7 | 6 | 0 | n/a | n/a |
| 2022 | Mar 7, 2023 | $577M | $577M | 7 | 5 | 0 | n/a | n/a |
| 2021 | Feb 9, 2022 | $603M | $603M | 8 | 5 | 0 | n/a | n/a |
| 2020 | Mar 30, 2021 | $581M | $581M | 8 | 5 | 0 | n/a | n/a |
| 2019 | Mar 6, 2020 | $530M | $530M | 6 | 4 | 0 | n/a | n/a |
| 2018 | Feb 26, 2019 | $509M | $509M | 6 | 4 | 0 | n/a | n/a |
| 2017 | Feb 27, 2018 | $524M | $524M | 6 | 4 | 0 | n/a | n/a |
| 2016 | Feb 22, 2017 | $502M | $502M | 6 | 4 | n/a | n/a | n/a |
| 2015 | Jan 22, 2016 | $472M | $472M | 6 | 4 | n/a | n/a | n/a |
| 2014 | Mar 20, 2015 | $450M | $450M | 5 | 3 | n/a | n/a | n/a |
| 2013 | Feb 20, 2014 | $449M | $449M | 5 | 2 | n/a | n/a | n/a |
| 2012 | Feb 26, 2013 | $227M | $227M | 5 | 2 | n/a | n/a | n/a |
| 2011 | Mar 30, 2012 | $0 | $0 | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $855M | $787M | 8.7% | $577M | 14.0% | 8 | 8 | 0 | 0 |