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CRD 171170
NEW YORK, NY
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A. R. SCHMEIDLER & CO., INC. | MANAGING MEMBER | E | yes | 03/2014 | Dec 23, 2014 | Mar 30, 2016 |
| ARTEMIS CORPORATION | Owner | E | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| ARTEMIS INVESTMENT MANAGEMENT CORPORATION | Owner | E | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| ARTEMIS US CORPORATION | Owner | E | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| ARTEMIS US IV LLC | Owner | E | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| BURKE, STEPHEN, ROBERT | PRESIDENT AND CHIEF EXECUTIVE OFFICER | Na | yes | 03/2014 | Dec 23, 2014 | Mar 30, 2016 |
| KANDEL, PETER, GEORGE | SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER | Na | yes | 03/2014 | Dec 23, 2014 | Mar 30, 2016 |
| MARCUS, ILANA, RUTH | CHIEF COMPLIANCE OFFICER, REGISTERED INVESTMENT ADVISER | Na | yes | 03/2015 | Mar 31, 2015 | Mar 30, 2016 |
| MARKEL, GREGORY, SCOTT | CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR | Na | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| NADAL, MILES, SPENCER | Owner | E | yes | 01/2015 | Mar 31, 2015 | Mar 30, 2016 |
| SCHMEIDLER, ANDREW, JOHN | SENIOR VICE PRESIDENT | Na | yes | 03/2014 | Dec 23, 2014 | Mar 30, 2016 |
| SCHMEIDLER, ARNOLD, ROGER | CHAIRMAN OF THE COMPANY | Na | yes | 03/2014 | Dec 23, 2014 | Mar 30, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| A. R. SCHMEIDLER & CO., INC. | n/a | Independent wealth | $2.7B | Y | yes | n/a |
| ARTEMIS WEALTH | n/a | Former SEC adviser | $136M | N | yes | n/a |
| ARTEMIS INVESTMENT MANAGEMENT LIMITED | n/a | Former SEC adviser | $133M | N | yes | n/a |
| PS MANAGEMENT, INC. | n/a | Former SEC adviser | $77.5M | N | yes | n/a |
| SOMERSET CAPITAL ADVISERS LLC | n/a | Former SEC adviser | $72.0M | N | yes | n/a |
| VESTCAP INVESTMENT MANAGEMENT INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 30, 2016 | $296M | $281M | 14 | 7 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $314M | $291M | 14 | 8 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | $296M | $314M | -5.7% | n/a | n/a | 14 | 14 | n/a | n/a |