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CRD 138600
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Jonathan Lawrence Rice | Certified Financial Planner | CHARLESTON, SC | BIRMINGHAM, AL | 3 | 11 | 4 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| AGP BCP IV, LLC | Private Equity Fund | $99.6M | Mar 28, 2024 | 40 | Mar 30, 2023 | reported | 021-453430 |
| ANDERSON BDT CAPITAL PARTNERS, LLC | Private Equity Fund | $81.7M | Mar 28, 2024 | 36 | Mar 29, 2012 | reported | 021-134112 |
| ANDERSON BDT CAPITAL PARTNERS II, LLC | Private Equity Fund | $70.3M | Mar 28, 2024 | 34 | Mar 27, 2015 | reported | 021-219714 |
| AGP BDT CAPITAL PARTNERS III, LLC | Private Equity Fund | $62.9M | Mar 28, 2024 | 25 | Mar 26, 2020 | reported | 021-338886 |
| ANDERSON CASH PARTNERS II, LLC | Liquidity Fund | $62.5M | Mar 28, 2024 | 105 | Mar 29, 2012 | reported | 021-175463 |
| AGP COLT, LLC | Other Private Fund | $62.0M | Mar 28, 2024 | 33 | Mar 28, 2024 | reported | 021-492800 |
| AGP ARMISTICE CAPITAL, LLC | Hedge Fund | $49.3M | Mar 28, 2024 | 31 | Mar 27, 2015 | reported | 021-229348 |
| ANDERSON RS GROWTH FUND, LLC | Hedge Fund | $36.6M | Mar 28, 2024 | 39 | Mar 29, 2012 | reported | 021-175446 |
| AGP ALLIANCE LAUNDRY, LLC | Other Private Fund | $35.5M | Mar 28, 2024 | 37 | Mar 28, 2016 | reported | 021-254949 |
| AGP BURGER INVESTMENTS, LLC | Private Equity Fund | $34.7M | Mar 28, 2024 | 38 | Mar 26, 2020 | reported | 021-343317 |
| ANDERSON ALTERNATIVE CAPITAL, LP | Hedge Fund | $34.5M | Mar 28, 2024 | 47 | Mar 29, 2012 | reported | 021-139489 |
| ANDERSON EMERGING MARKETS MACRO | Other Private Fund | $31.6M | Mar 29, 2012 | 26 | Mar 29, 2012 | dropped | 021-74598 |
| AGP MAJESTIC, LLC | Other Private Fund | $26.4M | Mar 28, 2024 | 27 | Mar 30, 2022 | reported | 021-425304 |
| AGP FOCUS CAPITAL, LLC | Hedge Fund | $22.4M | Mar 28, 2024 | 23 | Mar 29, 2021 | reported | 021-374937 |
| AGP VANTAGEROCK, LLC | Hedge Fund | $17.3M | Mar 28, 2024 | 19 | Mar 30, 2023 | reported | 021-454857 |
| AGP PLP, LLC | Hedge Fund | $16.5M | Mar 28, 2024 | 17 | Mar 30, 2022 | reported | 021-385391 |
| ANDERSON OPPORTUNITY CAPITAL, LLC | Hedge Fund | $16.4M | Mar 28, 2024 | 30 | Mar 29, 2012 | reported | 021-82196 |
| ANDERSON ANTHONY, LLC | Other Private Fund | $15.7M | Mar 29, 2012 | 26 | Mar 29, 2012 | dropped | 021-122161 |
| AGP AII LLC | Other Private Fund | $14.6M | Mar 28, 2024 | 9 | Mar 30, 2022 | reported | 021-391333 |
| ANDERSON BDT CAPITAL PARTNERS ANNEX FUND, LLC | Private Equity Fund | $13.4M | Mar 28, 2024 | 7 | Apr 1, 2013 | reported | 021-177118 |
| AGP GENROCK LLC | Private Equity Fund | $9.4M | Mar 28, 2024 | 22 | Mar 28, 2019 | reported | 021-307444 |
| ANDERSON REPUBLICS FUND, LLC | Hedge Fund | $8.8M | Mar 28, 2024 | 16 | Mar 29, 2012 | reported | 021-175476 |
| AGP SELECT EQUITY, LLC | Hedge Fund | $7.8M | Mar 28, 2024 | 2 | Mar 26, 2020 | reported | 021-348273 |
| AGP STRATEGIC INCOME, LLC | Hedge Fund | $7.0M | Mar 28, 2024 | 3 | Mar 29, 2012 | reported | 021-164419 |
| ANDERSON CASH PARTNERS, LLC | Liquidity Fund | $6.8M | Mar 28, 2019 | 43 | Mar 29, 2012 | dropped | 021-175460 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ANDERSON, CLYDE, BARBOUR | MANAGING MEMBER | E | yes | 01/1997 | Mar 29, 2012 | Mar 28, 2024 |
| HAMILL, ADAM, SHEA | MANAGING DIRECTOR | Na | yes | 09/2017 | Mar 29, 2018 | Mar 28, 2024 |
| WALLINGTON, RICHARD, STANLEY | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2008 | Mar 29, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AWM RISK MANAGEMENT, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Charleston | Sc | United States | 4 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 26, 2026 | $1.0B | $1.0B | 14 | 5 | 1 | 37 | n/a |
| 2024 | Mar 26, 2025 | $919M | $919M | 13 | 5 | 1 | 37 | n/a |
| 2023 | Mar 28, 2024 | $843M | $843M | 10 | 4 | 1 | 41 | $820M |
| 2022 | Mar 30, 2023 | $744M | $744M | 10 | 4 | 1 | 43 | $747M |
| 2021 | Mar 30, 2022 | $794M | $794M | 10 | 5 | 1 | 38 | $794M |
| 2020 | Mar 29, 2021 | $582M | $582M | 10 | 5 | 1 | 34 | $582M |
| 2019 | Mar 26, 2020 | $505M | $505M | 10 | 5 | 1 | 33 | $505M |
| 2018 | Mar 28, 2019 | $405M | $405M | 10 | 5 | 1 | 33 | $405M |
| 2017 | Mar 29, 2018 | $415M | $415M | 10 | 6 | 0 | 34 | $415M |
| 2016 | Mar 27, 2017 | $371M | $371M | 8 | 5 | n/a | 34 | $371M |
| 2015 | Mar 28, 2016 | $389M | $389M | 9 | 5 | n/a | 35 | $389M |
| 2014 | Mar 27, 2015 | $415M | $415M | 7 | 5 | n/a | 35 | $415M |
| 2013 | Mar 28, 2014 | $359M | $359M | 5 | 5 | n/a | 34 | $359M |
| 2012 | Apr 1, 2013 | $315M | $315M | 4 | 4 | n/a | 34 | $295M |
| 2011 | Mar 29, 2012 | $238M | $238M | n/a | n/a | n/a | 35 | $238M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.0B | $919M | 9.7% | $744M | 10.7% | 14 | 13 | 1 | 1 |