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CRD 108317
YARDLEY, 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 |
|---|---|---|---|---|---|---|
| ALVARE, THOMAS, NEMESIO | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | Na | yes | 04/2003 | Apr 2, 2012 | Mar 31, 2015 |
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | Owner | D | yes | 04/2003 | Apr 2, 2012 | Mar 31, 2015 |
| SAVRAN & BENSON COMPANY ASSET MANAGEMENT, LLC | Owner | C | yes | 11/2001 | Apr 2, 2012 | Mar 31, 2015 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COMPREHENSIVE INVESTMENT SOLUTIONS, LLC | n/a | Former SEC adviser | $444M | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| BALA CYNWYD | Pa | United States | n/a | no |
| Doylestown | Pa | United States | n/a | no |
| Philadelphia | Pa | United States | n/a | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2014 | Mar 31, 2015 | $38.1M | $29.3M | 5 | 5 | n/a | n/a | n/a |
| 2013 | Mar 28, 2014 | $36.9M | $29.6M | 5 | 5 | n/a | n/a | n/a |
| 2012 | Apr 30, 2013 | $32.7M | $26.0M | 5 | 5 | n/a | n/a | n/a |
| 2011 | Apr 2, 2012 | $36.4M | $23.9M | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2014 | $38.1M | $36.9M | 3.3% | $36.4M | 1.5% | 5 | 5 | n/a | n/a |