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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

ADVOCATE ASSET MANAGEMENT, LLC

ADVOCATE INVESTMENT ADVISORS, L.L.C., CRD 118616

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b38f7854-c188-9d4f-2fbe-4282576e3214

Data as of Jun 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 0
On other graphs: 0
Observed: Feb 9, 2012 to Jun 18, 2012
2 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $62.0MItem 5.F on the latest filing (2012-06-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $62.0M
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
Accounts: 21
Private funds: 2Schedule D 7.B(1)
Private fund GAV: $6.0Mgross asset value as reported per fund; never fund size
Custody, client assets: $6.0M
SEC number: 801-61001
CRD: 118616
Filings on the tape: 2
First filed: Feb 9, 2012
Latest filed: Jun 18, 2012
Organised: Limited Liability Company, Illinois

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ADVOCATE PARTNERS, L.P.	Hedge Fund	$6.0M	Jun 18, 2012	19	Feb 9, 2012	reported	021-169810
ADVOCATE EVO PARTNERS, LP	Hedge Fund	$0	Jun 18, 2012	0	Jun 18, 2012	reported	021-178752

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986	Member	C	yes	11/2001	Feb 9, 2012	Jun 18, 2012
KIMBAROVSKY, MIKHAIL	CHIEF COMPLIANCE OFFICER	C	yes	01/2005	Feb 9, 2012	Jun 18, 2012
SEAGREN, JOANN, MCCLURE	Member	Na	yes	01/2010	Feb 9, 2012	Jun 18, 2012
THOMPSON, DAVID, MATTHEW	Principal	Na	no	06/2012	Jun 18, 2012	Jun 18, 2012
THOMPSON, MICHAEL, ANTHONY	Principal	Na	no	06/2012	Jun 18, 2012	Jun 18, 2012

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Feb 9, 2012	$62.0M	$62.0M	n/a	n/a	n/a	1	$6.0M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$62.0M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GENEVA ADVISORS, LLC	2	Dec 31, 2015	Sep 11, 2015	CHICAGO, IL	Team lift out	Other	100.0%

Relationships

Advises (2)

→ ADVOCATE PARTNERS, L.P.Private fundHedge Fund, IA
Feb 9, 2012 to presentfactForm ADV
→ ADVOCATE EVO PARTNERS, LPPrivate fundHedge Fund, IA
Jun 18, 2012 to presentfactForm ADV

Owns (2)

← THOMPSON, MICHAEL, ANTHONYOwnerPRINCIPAL, ownership code NA, individual
Jun 18, 2012 to presentfactForm ADV
← THOMPSON, DAVID, MATTHEWOwnerPRINCIPAL, ownership code NA, individual
Jun 18, 2012 to presentfactForm ADV

Controls (3)

← KIMBAROVSKY, MIKHAILOwnerCHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 9, 2012 to presentfactForm ADV
← SEAGREN, JOANN, MCCLUREOwnerMEMBER, ownership code NA, individual
Feb 9, 2012 to presentfactForm ADV
← DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986OwnerMEMBER, ownership code C, domestic entity
Feb 9, 2012 to presentfactForm ADV

Registered with (4)

← MIKHAIL KIMBAROVSKYAdvisorregistration: previous registration
Jun 9, 2012 to Dec 31, 2015factForm ADV
← JOANN MCCLURE SEAGRENAdvisorregistration: previous registration
Oct 15, 2012 to Dec 31, 2015factForm ADV
← MICHAEL ANTHONY THOMPSONAdvisorregistration: previous registration
Jun 18, 2012 to Jan 16, 2014factForm ADV
← DAVID MATTHEW THOMPSONAdvisorregistration: previous registration
Jun 18, 2012 to Jan 16, 2014factForm ADV

Moved with (1)

→ GENEVA ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2015 to Sep 11, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b38f7854-c188-9d4f-2fbe-4282576e3214
First observed: Feb 9, 2012
Last observed: Jun 18, 2012 173 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.

ADVOCATE ASSET MANAGEMENT, LLC

ADVOCATE INVESTMENT ADVISORS, L.L.C., CRD 118616

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b38f7854-c188-9d4f-2fbe-4282576e3214

Data as of Jun 18, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ADVOCATE PARTNERS, L.P.

Hedge Fund

$6.0M

Jun 18, 2012

Feb 9, 2012

reported

021-169810

ADVOCATE EVO PARTNERS, LP

Hedge Fund

Jun 18, 2012

reported

021-178752

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DAVID J. KUDISH REVOCABLE TRUST UA DATED 5/16/1986

Member

yes

11/2001

Feb 9, 2012

Jun 18, 2012

KIMBAROVSKY, MIKHAIL

CHIEF COMPLIANCE OFFICER

yes

01/2005

Feb 9, 2012

Jun 18, 2012

SEAGREN, JOANN, MCCLURE

Member

yes

01/2010

Feb 9, 2012

Jun 18, 2012

THOMPSON, DAVID, MATTHEW

Principal

06/2012

Jun 18, 2012

THOMPSON, MICHAEL, ANTHONY

Principal

06/2012

Jun 18, 2012

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Feb 9, 2012

$62.0M

n/a

$6.0M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$62.0M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GENEVA ADVISORS, LLC

Dec 31, 2015

Sep 11, 2015

CHICAGO, IL

Team lift out

Other

100.0%