DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 134436
PHILADELPHIA, PA
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 |
|---|---|---|---|---|---|---|
| DAVID EDMUND LEES | Chartered Financial Analyst | PHILADELPHIA, PA | 21 | 34 | 1 | no |
| JAMES JOSEPH BILES | Chartered Financial Analyst | PHILADELPHIA, PA | 21 | 33 | 1 | no |
| ROBERT JOSEPH SHAW | Certified Financial Planner|Chartered Financial Analyst | PHILADELPHIA, PA | 20 | 32 | 1 | no |
| JAMES LEE HENRY | n/a | PHILADELPHIA, PA | 20 | 27 | 1 | no |
| JUSTIN D PAGLIEI | Certified Financial Planner|Chartered Financial Analyst | PHILADELPHIA, PA | 20 | 20 | n/a | no |
| CHRISTOPHER DYLAN MORELLO | Certified Financial Planner|Chartered Financial Consultant | PHILADELPHIA, PA | 17 | 20 | n/a | no |
| STEPHEN JAMES RENNARD | Certified Financial Planner | PHILADELPHIA, PA | 17 | 17 | n/a | no |
| DAVID CONLEN GEHRING | Certified Financial Planner | PHILADELPHIA, PA | 16 | 20 | n/a | no |
| JONATHAN PETER MICHEWICZ | Chartered Financial Analyst | PHILADELPHIA, PA | 15 | 16 | n/a | no |
| William John Stanley | n/a | PHILADELPHIA, PA | 10 | 11 | n/a | no |
| Anthony John Voce | n/a | PHILADELPHIA, PA | 9 | 10 | 1 | no |
| Zachary Tyler Tierno | n/a | PHILADELPHIA, PA | 6 | 10 | n/a | no |
| Rob Roy McLallen | n/a | PHILADELPHIA, PA | 6 | 14 | n/a | no |
| TIMOTHY TOMALAVAGE | n/a | PHILADELPHIA, PA | 4 | 13 | 1 | no |
| Ross Vincent Harryhill | n/a | PHILADELPHIA, PA | 4 | 13 | n/a | no |
| Ethan Joseph Kohanik | n/a | PHILADELPHIA, PA | 4 | 12 | 1 | no |
| Kaley Elizabeth Ryan | n/a | PHILADELPHIA, PA | 3 | 12 | n/a | no |
| Devin Scott Musser | n/a | PHILADELPHIA, PA | 2 | 11 | n/a | no |
| Daniel David Lugo Villegas | n/a | PHILADELPHIA, PA | 2 | 11 | n/a | no |
| Kartik Aggarwal | n/a | PHILADELPHIA, PA | 1 | 19 | n/a | no |
| William Thomas Resweber | n/a | PHILADELPHIA, PA | 1 | 11 | n/a | no |
| Jacob Parker Hille | n/a | PHILADELPHIA, PA | 1 | 13 | n/a | no |
| Paul Anthony Fontanes | n/a | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Ethan Samuel Anderson | n/a | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Jackson P Crowe | n/a | PHILADELPHIA, PA | 0 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| RSDF PARTNERS, LP | Other Private Fund | $381M | Jul 31, 2026 | 62 | Mar 27, 2024 | reported | 021-484601 |
| REF PARTNERS, LP | Other Private Fund | $364M | Jul 31, 2026 | 231 | Mar 30, 2012 | reported | 021-79895 |
| RUS PARTNERS, LP | Other Private Fund | $343M | Jul 31, 2026 | 186 | Mar 30, 2012 | reported | 021-142639 |
| RSF PARTNERS, LP | Other Private Fund | $131M | Mar 27, 2024 | 81 | Mar 31, 2019 | dropped | 021-322902 |
| FFR PARTNERS, LP | Other Private Fund | $107M | Jul 24, 2012 | 163 | Mar 30, 2012 | dropped | 021-119263 |
| MRC PARTNERS, LP | Other Private Fund | $28.2M | Jul 24, 2012 | 71 | Mar 30, 2012 | dropped | 021-174451 |
| AIP PARTNERS, LP | Other Private Fund | $12.2M | Jul 11, 2013 | 18 | Mar 30, 2012 | dropped | 021-174453 |
| BRP II, LP | Other Private Fund | $9.4M | Jul 31, 2026 | 11 | Mar 30, 2012 | reported | 021-174452 |
| RDA PARTNERS, LP | Other Private Fund | $1.4M | Mar 30, 2022 | 3 | Jun 15, 2012 | dropped | 021-174926 |
| RSPAC PARTNERS, LP | Other Private Fund | $635,349 | Jul 31, 2026 | 36 | Mar 30, 2021 | reported | 021-377483 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILES, JAMES, JOSEPH | MEMBER; CHIEF COMPLIANCE OFFICER | A | yes | 03/2005 | Jul 31, 2026 | Jul 31, 2026 |
| LEES, DAVID, EDMUND | MANAGING MEMBER | A | yes | 03/2005 | Jul 31, 2026 | Jul 31, 2026 |
| VERUECO, ADRIAN, GABRIEL | MEMBER; CHIEF FINANCIAL OFFICER | Na | yes | 10/2016 | Jul 31, 2026 | Jul 31, 2026 |
| AFFILIATED MANAGER GROUP, INC. | SERIES A MEMBER AND MANAGER | E | yes | 03/2011 | Mar 28, 2018 | Mar 27, 2024 |
| AFFILIATED MANAGERS GROUP, INC. | SOLE SHAREHOLDER | E | yes | 12/2011 | Oct 29, 2015 | Mar 27, 2024 |
| AMG WEALTH PARTNERS, LP | SOLE MEMBER | E | yes | 06/2015 | Oct 29, 2015 | Mar 27, 2024 |
| AMG WP GP HOLDINGS CORP. | GENERAL PARTNER | F | yes | 12/2011 | Mar 28, 2018 | Mar 27, 2024 |
| AMG WP LP HOLDINGS, LLC | LIMITED PARTNER | E | yes | 03/2011 | Mar 28, 2018 | Mar 27, 2024 |
| BRACAGLIA, PAUL, JOSEPH | Member | Na | yes | 09/2007 | Mar 30, 2012 | Mar 27, 2024 |
| UNION ACQUISITION, LLC | MANAGER MEMBER | D | no | 10/2015 | Jul 31, 2026 | Jul 31, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| MYCIO HEDGE FUND ADVISORS, LLC | n/a | n/a | n/a | Y | no | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $16B | $694M | 67 | 46 | 0 | 5 | n/a |
| 2024 | Mar 27, 2025 | $14B | $1.1B | 64 | 43 | 0 | 6 | n/a |
| 2023 | Mar 27, 2024 | $13B | $508M | 63 | 44 | 0 | 6 | $1.1B |
| 2022 | Mar 27, 2023 | $12B | $479M | 59 | 38 | 0 | 5 | $1.1B |
| 2021 | Mar 30, 2022 | $12B | $463M | 54 | 38 | 0 | 6 | $1.0B |
| 2020 | Mar 30, 2021 | $9.9B | $349M | 48 | 37 | 0 | 6 | $1.1B |
| 2019 | Mar 30, 2020 | $8.9B | $218M | 48 | 31 | 0 | 5 | $1.2B |
| 2018 | Mar 31, 2019 | $7.4B | $4.0B | 45 | 31 | 0 | 5 | $984M |
| 2017 | Mar 28, 2018 | $6.5B | $4.1B | 41 | 28 | 0 | 4 | $901M |
| 2016 | Mar 30, 2017 | $5.7B | $3.2B | 41 | 27 | n/a | 4 | $730M |
| 2015 | Mar 29, 2016 | $5.1B | $3.1B | 41 | 24 | n/a | 4 | $637M |
| 2014 | Mar 30, 2015 | $7.0B | $3.0B | 35 | 28 | n/a | 4 | $594M |
| 2013 | Mar 27, 2014 | $6.5B | $2.8B | 34 | 28 | n/a | 4 | $580M |
| 2012 | Mar 28, 2013 | $6.0B | $2.3B | 33 | 27 | n/a | 5 | $511M |
| 2011 | Mar 30, 2012 | $5.5B | $2.0B | n/a | n/a | n/a | 6 | $612M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 11 | -10 | 34.4% | 0 | 6 | 0 | 3 | 18 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $16B | $14B | 9.5% | $12B | 9.5% | 67 | 64 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS | 6 | Jul 21, 2026 | Jul 13, 2026 | PHILADELPHIA, PA | Team lift out | RIA to RIA | 17.6% |