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CRD 106157
BERWYN, PA
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 |
|---|---|---|---|---|---|---|
| ANDRESS, JOHN, EDWARD | PARTNER, CLIENT SERVICES & MARKETING | Na | yes | 08/2003 | Mar 28, 2012 | Mar 27, 2013 |
| ANTOIAN, EDWARD, NISHAN | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | B | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| CHARTWELL GP, INC. | GENERAL PARTNER | Na | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| CHOI, DAVID | LIMITED PARTNER, PORTFOLIO ANALYST | Na | yes | 02/1999 | Mar 28, 2012 | Mar 27, 2013 |
| DALRYMPLE, DAVID, C | MANAGING PARTNER/SENIOR PORTFOLIO MANAGER | Na | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| HAGAR, GEORGE, GREGORY | MANAGING PARTNER/CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | Na | yes | 09/1997 | Mar 28, 2012 | Mar 27, 2013 |
| HEFFERN, JOHN, ADRIAN | MANAGING PARTNER/SENIOR PORTFOLIO MANAGER | Na | yes | 08/2005 | Mar 28, 2012 | Mar 27, 2013 |
| JESSUP, WINTHROP, STACEY | RETIRED - LIMITED PARTNER | A | yes | 12/2005 | Mar 28, 2012 | Mar 27, 2013 |
| JONES, MICHAEL, DONALD | MANAGING PARTNER/PORTFOLIO MANAGER | Na | yes | 10/1998 | Mar 28, 2012 | Mar 27, 2013 |
| KUGLER, DOUGLAS, WALTER | LIMITED PARTNER/PORTFOLIO MANAGER | Na | yes | 12/2005 | Mar 28, 2012 | Mar 27, 2013 |
| MAVERICK PARTNERS L.P. | LIMITED PARTNER | C | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| MCCLOSKEY, MICHAEL, JAMES | MANAGING PARTNER/PRESIDENT/DIRECTOR OF CLIENT SERVICES AND MARKETING | A | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| MELICH, KEVIN, ALEXANDER | MANAGING PARTNER/SENIOR PORTFOLIO MANAGER | A | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| NALEVANKO, MICHAEL, JOHN | PARTNER/HEAD TRADER | Na | yes | 07/1999 | Mar 28, 2012 | Mar 27, 2013 |
| OFSTIE, HAROLD, ARNE | RETIRED - LIMITED PARTNER | A | yes | 12/2005 | Mar 28, 2012 | Mar 27, 2013 |
| POLLACK, MARIA, E | PARTNER, DIRECTOR OF CLIENT ADMINISTRATION | Na | yes | 06/2002 | Mar 28, 2012 | Mar 27, 2013 |
| RIDDLE, TIMOTHY, JOSEPH | MANAGING PARTNER/CHIEF EXECUTIVE OFFICER | A | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| SCHAFFER, BERNARD, PHILIP | MANAGING PARTNER/SENIOR PORTFOLIO MANAGER | A | yes | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| TOBUREN, ANDREW, SCOTT | SENIOR PORTFOLIO MANAGER | Na | yes | 06/1999 | Mar 28, 2012 | Mar 27, 2013 |
| WILLIAMS, CHRISTINE, FRAMPTON | MANAGING PARTNER, SENIOR PORTFOLIO MANAGER | Na | yes | 08/2003 | Mar 28, 2012 | Mar 27, 2013 |
| BOBCAT PARTNERS | GENERAL PARTNER OF MAVERICK PARTNERS, L.P. | F | no | 03/1997 | Mar 28, 2012 | Mar 27, 2013 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ZEKE CAPITAL ADVISORS, LLC | n/a | Former SEC adviser | $5.6B | N | no | n/a |
| ZEKE G.P., L.P. | n/a | n/a | n/a | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2012 | Mar 27, 2013 | $5.2B | $5.2B | 45 | 27 | n/a | 1 | $10.0M |
| 2011 | Mar 28, 2012 | $4.8B | $4.8B | n/a | n/a | n/a | 1 | $10.0M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2012 | $5.2B | $4.8B | 9.9% | n/a | n/a | 45 | n/a | n/a | n/a |