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CRD 139570
SHELTON, CT
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 |
|---|---|---|---|---|---|---|
| CHRIS DAVID LANDRY | n/a | Knoxville, TN | SHELTON, CT | CENTENNIAL, CO | 1 | 26 | 3 | no |
| Matthew H Tepoorten | n/a | DENVER, CO | SHELTON, CT | 0 | 26 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| FLEMING, MICHAEL, J | CHIEF COMPLIANCE OFFICER | Na | yes | 08/2018 | Sep 5, 2018 | Dec 3, 2024 |
| KHANDWALA CAPITAL MANAGEMENT, INC. | Shareholder | E | yes | 07/2018 | Sep 5, 2018 | Dec 3, 2024 |
| KHANDWALA, AMIT, SHARADCHANDRA | Shareholder | E | yes | 07/2018 | Mar 31, 2017 | Dec 3, 2024 |
| KHANDWALA, AMIT, SHARADCHANDRA | CHAIRMAN, CEO AND CIO | Na | yes | 07/2018 | Mar 31, 2017 | Dec 3, 2024 |
| THE WINTHROP CORPORATION | Shareholder | E | yes | 01/1996 | Mar 28, 2012 | Dec 3, 2024 |
| VAN DAALEN, MELLO, ANTHONY EWOUD | PRESIDENT AND CIO OF GLOBAL FIXED INCOME | Na | yes | 07/2018 | Mar 31, 2017 | Dec 3, 2024 |
| WRIGHT INVESTORS' SERVICE, INC. | Member | E | yes | 01/2006 | Mar 28, 2012 | Dec 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WRIGHT INVESTORS SERVICE INC | n/a | Other adviser | $1.2B | Y | yes | n/a |
| THE WINTHROP CORPORATION | n/a | No RAUM reported | $0 | Y | yes | n/a |
| WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 16, 2026 | $74.1M | $71.8M | 22 | 9 | 1 | n/a | n/a |
| 2024 | Mar 17, 2025 | $62.4M | $62.4M | 22 | 8 | 0 | n/a | n/a |
| 2023 | Mar 14, 2024 | $61.2M | $58.2M | 18 | 7 | 0 | n/a | n/a |
| 2022 | Mar 7, 2023 | $49.6M | $49.6M | 17 | 6 | 0 | n/a | n/a |
| 2021 | Mar 1, 2022 | $56.7M | $56.5M | 20 | 5 | 0 | n/a | n/a |
| 2020 | Mar 17, 2021 | $53.0M | $52.4M | 18 | 4 | 0 | n/a | n/a |
| 2019 | Mar 25, 2020 | $58.6M | $55.0M | 21 | 6 | 0 | n/a | n/a |
| 2018 | Mar 14, 2019 | $49.6M | $46.2M | 22 | 5 | 1 | n/a | n/a |
| 2017 | Mar 28, 2018 | $49.0M | $44.4M | 23 | 4 | 1 | n/a | n/a |
| 2016 | Mar 31, 2017 | $45.3M | $41.5M | 24 | 9 | n/a | n/a | n/a |
| 2015 | Mar 23, 2016 | $48.8M | $46.8M | 1 | 1 | n/a | n/a | n/a |
| 2014 | Mar 16, 2015 | $55.9M | $52.7M | 1 | 1 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $107M | $107M | 1 | 1 | n/a | n/a | n/a |
| 2012 | Feb 6, 2013 | $95.0M | $95.0M | 1 | 1 | n/a | n/a | n/a |
| 2011 | Mar 28, 2012 | $102M | $102M | 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 |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $74.1M | $62.4M | 18.7% | $49.6M | 14.4% | 23 | 22 | 2 | 0 |