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CRD 305118
WAYNE, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| GEOFFREY Frederick FORCINO | n/a | WAYNE, PA | 6 | 21 | 2 | no |
| Michael P McDermott | Certified Financial Planner | WAYNE, PA | 6 | 28 | 3 | no |
| Kevin McDermott | Certified Financial Planner | WAYNE, PA | 6 | 25 | 4 | no |
| Nicholas Olesen | Certified Financial Planner | WAYNE, PA | 6 | 20 | 3 | no |
| BRIAN LYNCH | Certified Financial Planner|Chartered Financial Consultant | WAYNE, PA | 6 | 19 | 4 | yes |
| Nicholas Reed Ryder | Chartered Financial Analyst | WAYNE, PA | 6 | 11 | 1 | no |
| CLARE P DIAMOND | Certified Financial Planner | WAYNE, PA | 6 | 13 | 2 | no |
| Grant Boyle | Certified Financial Planner | WAYNE, PA | 6 | 12 | n/a | no |
| Brian Michael Todaro | Certified Financial Planner | WAYNE, PA | 3 | 12 | n/a | no |
| Kevin Doyle | Certified Financial Planner | WAYNE, PA | 3 | 14 | n/a | no |
| William Schumacher | Certified Financial Planner | WAYNE, PA | 2 | 13 | n/a | no |
| James Nicholas Leasure | Chartered Financial Analyst | WAYNE, PA | 2 | 10 | n/a | no |
| JASON ALEXANDER LIPKA | n/a | WAYNE, PA | 2 | 22 | 2 | no |
| Brian Fenlin | n/a | WAYNE, PA | 1 | 12 | 1 | no |
| DAVID JOSEPH HILL | Certified Financial Planner|Chartered Financial Analyst | WAYNE, PA | 1 | 15 | 4 | no |
| MATTHEW HAMILTON LUGAR | Certified Financial Planner | WAYNE, PA | 0 | 21 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| KATHMERE PRIVATE MARKETS FUND 2024 LP | Other Private Fund | $1.7M | Jul 27, 2026 | 0 | Feb 6, 2024 | reported | 021-502996 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KATHMERE CAPITAL HOLDINGS, LLC | Member | E | yes | 01/2024 | Feb 6, 2024 | Nov 25, 2024 |
| KATHMERE CAPITAL PARTNERS, LLC | Member | E | yes | 01/2024 | Feb 6, 2024 | Nov 25, 2024 |
| KING, AMY, BETHANNA | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | Na | yes | 07/2022 | Dec 6, 2022 | Nov 25, 2024 |
| MCDERMOTT KATHMERE HOLDINGS, LLC | Member | D | yes | 01/2024 | Feb 6, 2024 | Nov 25, 2024 |
| McDermott, Michael, P | President | Na | yes | 07/2019 | Jul 23, 2019 | Nov 25, 2024 |
| McDermott, Michael, P | MANAGING MEMBER | E | yes | 12/2023 | Jul 23, 2019 | Nov 25, 2024 |
| RYDER, NICHOLAS, REED | CHIEF INVESTMENT OFFICER | Na | yes | 09/2019 | Sep 30, 2019 | Nov 25, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $3.5B | $3.5B | 24 | 15 | 0 | 1 | n/a |
| 2023 | Feb 9, 2024 | $1.8B | $1.8B | 17 | 13 | 0 | 1 | $0 |
| 2022 | Mar 20, 2023 | $1.3B | $1.3B | 17 | 13 | 0 | n/a | n/a |
| 2021 | Feb 28, 2022 | $2.1B | $1.3B | 15 | 9 | 0 | n/a | n/a |
| 2020 | Mar 25, 2021 | $1.6B | $727M | 13 | 9 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.2B | $633M | 12 | 9 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 6.3% | 0 | 0 | 0 | 5 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $3.5B | n/a | n/a | $1.3B | 39.8% | 24 | n/a | 0 | n/a |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PRIVATE ADVISOR GROUP, LLC | 3 | Oct 1, 2019 | Oct 1, 2019 | MORRISTOWN, NJ | Team lift out | RIA to new firm | 0.6% |
| PRIVATE ADVISOR GROUP, LLC | 3 | Oct 1, 2019 | Oct 1, 2019 | KING OF PRUSSIA, PA | Team lift out | RIA to new firm | 0.6% |