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CRD 119167
PITTSBURGH, 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 |
|---|---|---|---|---|---|---|
| MELVIN, GREGORY, MARK | GENERAL PARTNER MEMBER | C | yes | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, GREGORY, MARK | Member | D | yes | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| NATALI, EUGENE, MICHAEL | GENERAL PARTNER MEMBER | C | yes | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| NATALI, EUGENE, MICHAEL | Member | D | yes | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| ALLEN, BRIAN, SCOTT | FIXED INCOME PORTFOLIO MANAGER | Na | no | 04/1999 | Mar 29, 2012 | Mar 23, 2020 |
| AUFMAN, SHAWNA, MARIE | EQUITY PORTFOLIO MANAGER | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| BANKER, NANCY, ANNE | MARKETING MANAGER | Na | no | 04/2013 | Mar 27, 2014 | Mar 23, 2020 |
| BOLLMAN, LORI, ANN | MARKETING ASSISTANT | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| BOSS, LEONARD, JOHN | OPERATIONS MANAGER | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| C.S. MCKEE, LLC | GENERAL PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| COSTANZO, THERESA, MARIE | CLIENT ACCOUNTANT | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| DAVIDEK, JEFFREY, RICHARD | MARKETING MANAGER | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| DONNELLY, MICHAEL, JAMES | EQUITY PORTFOLIO MANAGER | Na | no | 08/2013 | Mar 27, 2014 | Mar 23, 2020 |
| DONNELLY, MICHAEL, PFOHL | EQUITY PORTFOLIO MANAGER | Na | no | 01/2012 | Mar 29, 2012 | Mar 23, 2020 |
| FADEREWSKI, ANDREW, MAX | FIXED INCOME PORTFOLIO MANAGER | Na | no | 12/2009 | Mar 29, 2012 | Mar 23, 2020 |
| GENSHEIMER, MARK, RICHARD | President | Na | no | 04/2007 | Mar 29, 2012 | Mar 23, 2020 |
| GOTWALD, KENNETH, EDWARD | SYSTEMS ADMINISTRATOR | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| HANSON, BOYD, MICHAEL | MARKETING MANAGER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| HUBERT, ZACHARY, KEITH | SENIOR FIXED INCOME ANALYST | Na | no | 05/2010 | Mar 29, 2012 | Mar 23, 2020 |
| JOHANSON, BRYAN, ROBERT | FIXED INCOME PORTFOLIO MANAGER | Na | no | 03/1994 | Mar 29, 2012 | Mar 23, 2020 |
| KARHU, LINDA, ANN | CLIENT ACCOUNTANT | Na | no | 03/2012 | Mar 28, 2013 | Mar 23, 2020 |
| LESKO, KELLY, LYNN | Controller | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| MANNING, MARY JO | MARKETING ASSISTANT | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| MCGEE, ROBERT, ALLAN | EQUITY PORTFOLIO MANAGER | Na | no | 10/2000 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, BRIDGET, ELLEN | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, CASEY, ANNE | LIMITED PARTNER | Na | no | 07/2018 | Mar 29, 2019 | Mar 23, 2020 |
| MELVIN, DANIELLE, JUDE | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, JANINE, CLARE | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, JOHN, CHRISTOPHER | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| MELVIN, PATRICIA, REGINA | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| NADARAJAN, SOUNDAR | INVESTMENT SUPPORT MANAGER | Na | no | 09/2009 | Mar 29, 2012 | Mar 23, 2020 |
| NATALI, EUGENE, MICHAEL | MARKETING MANAGER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| NICKOLICH, SHANE, MICHAEL | MARKETING MANAGER | Na | no | 04/2012 | Mar 28, 2013 | Mar 23, 2020 |
| ROSSI, ROBERT, MICHAEL | MARKETING MANAGER | Na | no | 09/2008 | Mar 29, 2012 | Mar 23, 2020 |
| SKREPPEN, ULF, ARTHUR | CHIEF COMPLIANCE OFFICER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| WHITE, JACK, PAUL | FIXED INCOME PORTFOLIO MANAGER | Na | no | 09/1997 | Mar 29, 2012 | Mar 23, 2020 |
| WOLFE, TERRY, LYNN | LIMITED PARTNER | Na | no | 01/2002 | Mar 29, 2012 | Mar 23, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DARTMOUTH CAPITAL ADVISORS, INC. | n/a | Independent wealth | $168M | N | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 23, 2020 | $704M | $704M | 34 | 11 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $9.7B | $9.7B | 37 | 12 | 0 | n/a | n/a |
| 2017 | Mar 29, 2018 | $9.9B | $9.9B | 35 | 12 | 0 | n/a | n/a |
| 2016 | Mar 28, 2017 | $9.0B | $9.0B | 36 | 13 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $9.8B | $9.8B | 35 | 12 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $11B | $11B | 34 | 12 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $11B | $11B | 35 | 13 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $12B | $12B | 35 | 13 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $12B | $10B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2019 | $704M | $9.7B | -92.7% | $9.0B | -57.2% | 34 | 37 | 0 | 0 |