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CRD 140675
WINDSOR, CT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BENOIT, MICHAEL, STEVEN | MANAGER, PARTNER | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| COOPER, MAUREEN, BOLAND | CHIEF COMPLIANCE OFFICER | A | yes | 04/2006 | Jan 31, 2012 | Jul 9, 2020 |
| DIMEO SCHNEIDER & ASSOCIATES HOLDINGS, LLC | Owner | E | yes | 11/2014 | May 6, 2020 | Jul 9, 2020 |
| DIMEO SCHNEIDER & ASSOCIATES LLC | Member | E | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| DIMEO, ROBERT, ALLEN | MANAGER, CHIEF EXECUTIVE OFFICER | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| GOLDMAN, MICHAEL, NATHAN | Manager | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| GOSS, MICHAEL, EDMOND | EXECUTIVE DIRECTOR | Na | yes | 04/2020 | Jan 31, 2012 | Jul 9, 2020 |
| HILZENRATH, ROBERT, JAY | Manager | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | Owner | C | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| MADISON DEARBORN PARTNERS | GENERAL PARTNER | F | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | GENERAL PARTNER | F | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| NELSON, CARL, EDWARD | Manager | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| NFP CORP. | Owner | E | yes | 11/2014 | May 6, 2020 | Jul 9, 2020 |
| NFP HOLDINGS, LLC | Owner | E | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| NFP INTERMEDIATE HOLDINGS A. CORP. | Owner | E | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| NFP INTERMEDIATE HOLDINGS B. CORP. | Owner | E | yes | 07/2013 | May 6, 2020 | Jul 9, 2020 |
| NFP PARENT CO, LLC | Owner | E | yes | 10/2014 | May 6, 2020 | Jul 9, 2020 |
| NFP ULTIMATE HOLDINGS, LLC | Owner | E | yes | 02/2017 | May 6, 2020 | Jul 9, 2020 |
| RICE, MATTHEW, RAYMON | CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER, SECRETARY | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| SHARONI, ELAN, JONATHAN | Manager | Na | yes | 04/2020 | May 6, 2020 | Jul 9, 2020 |
| WETZEL, MARK, ROBERT | PRESIDENT, MANAGER | Na | yes | 04/2020 | Jan 31, 2012 | Jul 9, 2020 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| DIMEO SCHNEIDER & ASSOCIATES LLC | n/a | Mixed wealth | $98B | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Wellesley | Ma | United States | 3 | no |
| Kennebunk | Me | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2019 | Mar 17, 2020 | $5.0B | $2.2B | 60 | 60 | 3 | n/a | n/a |
| 2018 | Mar 6, 2019 | $1.6B | $1.5B | 61 | 22 | 3 | n/a | n/a |
| 2017 | Feb 17, 2018 | $1.0B | $1.0B | 68 | 50 | 4 | n/a | n/a |
| 2016 | Mar 27, 2017 | $750M | $750M | 55 | 50 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $201M | $201M | 57 | 39 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $124M | $124M | 42 | 25 | n/a | n/a | n/a |
| 2013 | Mar 10, 2014 | $76.4M | $76.4M | 42 | 24 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $15.0M | $15.0M | 38 | 19 | n/a | n/a | n/a |
| 2011 | May 7, 2012 | n/a | n/a | 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 | $5.0B | $1.6B | 203.5% | $750M | 87.9% | 60 | 61 | 3 | 3 |