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CRD 153456
STAMFORD, CT
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 |
|---|---|---|---|---|---|---|
| KEITHA LEE KINNE | Chartered Financial Analyst | STAMFORD, CT | 16 | 34 | 1 | yes |
| MICHAEL DAVID FEDOROVICH | n/a | STAMFORD, CT | 16 | 30 | 1 | yes |
| WILSON KELTY FISHER | n/a | Hermosa Beach, CA | STAMFORD, CT | 16 | 26 | 1 | yes |
| EDWARD CHARLES HULL | Chartered Financial Analyst | Phoenixville, PA | STAMFORD, CT | 16 | 26 | 2 | no |
| Jaclyn Rose Gantz | n/a | STAMFORD, CT | 1 | 10 | 2 | yes |
| Frank E Francese | n/a | STAMFORD, CT | 1 | 13 | 1 | no |
| Marie Critchley Schobel | n/a | STAMFORD, CT | 0 | 12 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AFFILIATED MANAGERS GROUP, INC. | SOLE SHAREHOLDER | E | yes | 04/1999 | Mar 12, 2012 | Mar 28, 2024 |
| AMG GLOBAL, INC. | SOLE SHAREHOLDER | E | yes | 12/2012 | Mar 31, 2015 | Mar 28, 2024 |
| DUGGAN, MARK, J | MANAGING DIRECTOR, SENIOR COUNSEL | Na | yes | 03/2015 | Mar 28, 2024 | Mar 28, 2024 |
| JACOBS ANTONACCIO, RACHEL, ELIZABETH | MANAGING DIRECTOR, HEAD OF CLIENT SOLUTIONS | Na | yes | 04/2023 | Mar 28, 2024 | Mar 28, 2024 |
| KINNE, KEITHA, LEE | CHIEF OPERATING OFFICER/CIO | Na | yes | 07/2007 | Mar 12, 2012 | Mar 28, 2024 |
| SPELLMAN, PATRICK, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2011 | Mar 12, 2012 | Mar 28, 2024 |
| TMF CORP | MANAGING MEMBER | E | yes | 04/1999 | Mar 12, 2012 | Mar 28, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PANTHEON VENTURES (US) LP | n/a | Other adviser | $88B | N | yes | n/a |
| GW&K INVESTMENT MANAGEMENT, LLC | n/a | Independent wealth | $53B | N | yes | n/a |
| BEUTEL, GOODMAN & COMPANY LTD. | n/a | Other adviser | $36B | N | yes | n/a |
| HARDING LOEVNER LP | n/a | Other adviser | $32B | N | yes | n/a |
| SYSTEMATICA INVESTMENTS LIMITED | n/a | Asset manager | $24B | N | yes | n/a |
| VERITAS ASSET MANAGEMENT LLP | n/a | Institutional manager | $19B | N | yes | n/a |
| MONTRUSCO BOLTON INVESTMENTS INC. | n/a | Other adviser | $13B | N | yes | n/a |
| YACKTMAN ASSET MANAGEMENT LP | n/a | Other adviser | $12B | N | yes | n/a |
| RIVER ROAD ASSET MANAGEMENT, LLC | n/a | Asset manager | $9.9B | N | yes | n/a |
| FRONTIER CAPITAL MANAGEMENT CO LLC | n/a | Other adviser | $9.6B | N | yes | n/a |
| COMVEST CREDIT ADVISORS, LLC | n/a | Asset manager | $9.3B | N | yes | n/a |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | n/a | Asset manager | $7.9B | N | yes | n/a |
| PEPPERTREE CAPITAL MANAGEMENT INC. | n/a | Former SEC adviser | $7.6B | N | yes | n/a |
| TWEEDY, BROWNE COMPANY LLC | n/a | Asset manager | $7.1B | N | yes | n/a |
| FOYSTON, GORDON & PAYNE INC. | n/a | Other adviser | $6.0B | N | yes | n/a |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | n/a | Other adviser | $4.2B | N | yes | n/a |
| BOSTON COMMON ASSET MANAGEMENT, LLC | n/a | Other adviser | $4.2B | N | yes | n/a |
| THE RENAISSANCE GROUP LLC | n/a | Other adviser | $2.9B | N | yes | n/a |
| JACKSON SQUARE PARTNERS, LLC | n/a | Former SEC adviser | $995M | N | yes | n/a |
| GENESIS INVESTMENT MANAGEMENT, LLP | n/a | No RAUM reported | $0 | N | yes | n/a |
| AMG DISTRIBUTORS, INC. | n/a | n/a | n/a | Y | no | n/a |
| FCPM III SERVICES B.V. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| PRIDES CROSSING | Ma | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $18B | $18B | 99 | 3 | 1 | n/a | n/a |
| 2024 | Mar 27, 2025 | $19B | $19B | 88 | 3 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $21B | $21B | 90 | 3 | 1 | n/a | n/a |
| 2022 | Mar 28, 2023 | $20B | $20B | 88 | 4 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $27B | $27B | 81 | 5 | 1 | n/a | n/a |
| 2020 | Mar 26, 2021 | $26B | $26B | 82 | 5 | 2 | n/a | n/a |
| 2019 | Mar 27, 2020 | $27B | $27B | 86 | 5 | 2 | n/a | n/a |
| 2018 | Mar 26, 2019 | $28B | $28B | 116 | 5 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $37B | $37B | 128 | 6 | 1 | n/a | n/a |
| 2016 | Mar 30, 2017 | $35B | $35B | 132 | 6 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $28B | $28B | 111 | 9 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $41B | $41B | 112 | 9 | n/a | n/a | n/a |
| 2013 | Mar 31, 2014 | $40B | $40B | 114 | 10 | n/a | n/a | n/a |
| 2012 | Apr 1, 2013 | $27B | $27B | 108 | 10 | n/a | n/a | n/a |
| 2011 | Mar 12, 2012 | $10B | $10B | n/a | n/a | n/a | n/a | n/a |
| 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 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $18B | $19B | -4.1% | $20B | -3.7% | 99 | 88 | 1 | 1 |