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CRD 316904
SAN FRANCISCO, CA
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 |
|---|---|---|---|---|---|---|
| DOWNEY HEBBLE BLOUNT | n/a | SAN FRANCISCO, CA | 4 | 31 | 1 | no |
| NIKHIL JOSEPH SINHA | n/a | SAN FRANCISCO, CA | 4 | 24 | 2 | yes |
| Kelly ODonnell Brush | n/a | SAN FRANCISCO, CA | 4 | 15 | 2 | yes |
| Hayden Alexander Turner | n/a | SAN FRANCISCO, CA | 4 | 12 | 1 | yes |
| RYAN EDWARD LUMSDEN | n/a | SAN FRANCISCO, CA | 4 | 12 | n/a | yes |
| AIDA DIAZ NUNEZ | n/a | Kemnath | SAN FRANCISCO, CA | 3 | 12 | 2 | yes |
| SEAN C. HEALY | Chartered Financial Analyst | SAN FRANCISCO, CA | Marion, MA | 2 | 17 | 1 | yes |
| Cameron Roca Hall | n/a | SAN FRANCISCO, CA | 1 | 12 | n/a | yes |
| Danielle Marie Kalkman | n/a | SAN FRANCISCO, CA | 0 | 10 | 3 | yes |
| Matthew C Malloy | n/a | SAN FRANCISCO, CA | Plymouth, MA | 0 | 10 | 2 | yes |
| Chloe Hunter Morris | n/a | SAN FRANCISCO, CA | 0 | 12 | n/a | yes |
| TERENCE RIORDAN WARD | n/a | Chicago, IL | SAN FRANCISCO, CA | 0 | 10 | 1 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | Member | E | yes | 11/2020 | Oct 4, 2021 | May 9, 2024 |
| AHLSTEN, TODD, CHRISTOPHER | EXECUTIVE VICE PRESIDENT, CIO AND MEMBER OF MANAGEMENT COMMITTEE | A | yes | 10/2021 | Oct 4, 2021 | May 9, 2024 |
| ALLEN, BENJAMIN, ELLIOT | PRESIDENT, CEO AND MEMBER OF MANAGEMENT COMMITTEE | B | yes | 10/2021 | Oct 4, 2021 | May 9, 2024 |
| GALLIUM ACQUISITION LLC | Member | D | yes | 10/2021 | Oct 4, 2021 | May 9, 2024 |
| JSP ACQUISITION LLC | MANAGING MEMBER | E | yes | 05/2021 | Oct 4, 2021 | May 9, 2024 |
| MAHON, MARC, CARL | EXECUTIVE VICE PRESIDENT, CFO, COO AND MEMBER OF MANAGEMENT COMMITTEE | Na | yes | 10/2021 | Oct 4, 2021 | May 9, 2024 |
| SINHA, NIKHIL, JOSEPH | CHIEF MARKETING OFFICER, MEMBER OF MANAGEMENT COMMITTEE | Na | yes | 01/2023 | Mar 2, 2023 | May 9, 2024 |
| SKIDMORE, JOHN, VANUS | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2021 | Oct 4, 2021 | May 9, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AMG FUNDS LLC | n/a | Asset manager | $18B | N | yes | n/a |
| AMG 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 12, 2026 | $41B | $41B | 87 | 28 | 0 | n/a | n/a |
| 2024 | Mar 24, 2025 | $46B | $46B | 83 | 28 | 0 | n/a | n/a |
| 2023 | Mar 26, 2024 | $47B | $47B | 70 | 23 | 0 | n/a | n/a |
| 2022 | Mar 2, 2023 | $41B | $41B | 66 | 22 | 0 | n/a | n/a |
| 2021 | Mar 21, 2022 | $53B | $53B | 54 | 17 | 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 |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 8.3% | 1 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $41B | $46B | -10.0% | $41B | 0.2% | 87 | 83 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| PARNASSUS INVESTMENTS | 6 | Dec 14, 2021 | Dec 10, 2021 | SAN FRANCISCO, CA | Firm absorbed | Other | 100.0% |