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.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$5.6BItem 5.F on the latest filing (2017-01-26); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$5.6B

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

77

Advisory employees

36

Accounts

36

Custody, client assets

$1.3B

SEC number

801-80767

CRD

174091

Filings on the tape

7

First filed

Dec 15, 2014

Latest filed

Jan 26, 2017

Organised

Partnership

• Occurred

  Dec 15, 2014
  First Form ADV filing

  Picton Mahoney Asset Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:a58aed55-b25f-6c45-268f-cb029767da0d

First observed

Dec 15, 2014

Last observed

Jan 26, 2017 117 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.