DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 104963
LOS ANGELES, CA
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.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| ANALYTIC CORE EQUITY PLUS FUND LP | Other Private Fund | $108M | Mar 30, 2018 | 5 | Mar 30, 2012 | reported | 021-191097 |
| ANALYTIC US MARKET NEUTRAL LLC | Hedge Fund | $1.2M | Mar 30, 2012 | 1 | Mar 30, 2012 | dropped | n/a |
| ANALYTIC INVESTORS US EQUITY MARKET NEUTRAL OFFSHORE FUND LTD | Hedge Fund | $1.1M | Aug 18, 2017 | 1 | Oct 31, 2016 | reported | 021-269794 |
| ANALYTIC GLOBAL LONG SHORT EQUITY FUND LP | Other Private Fund | $0 | Mar 31, 2014 | 0 | Mar 31, 2014 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BARANKO, FRANCIS, JON | MEMBER OF BOARD OF MANAGERS | Na | yes | 10/2016 | Oct 31, 2016 | Mar 30, 2018 |
| BROGAN, MICHAEL, EDWARD | MANAGING DIRECTOR | Na | yes | 10/2016 | Mar 30, 2012 | Mar 30, 2018 |
| DE SILVA, HARINDRA | MEMBER OF BOARD OF MANAGERS/PRESIDENT | Na | yes | 05/1999 | Mar 30, 2012 | Mar 30, 2018 |
| DUTTON, KATHLEEN, FRANCES | CHIEF ADMINISTRATIVE OFFICER | Na | yes | 01/2012 | Mar 30, 2012 | Mar 30, 2018 |
| EVEREN CAPITAL CORPORATION | Shareholder | E | yes | 07/2017 | Aug 18, 2017 | Mar 30, 2018 |
| HARTMAN, KIRK, DOUGLAS | MEMBER OF BOARD OF MANAGERS | Na | yes | 10/2016 | Oct 31, 2016 | Mar 30, 2018 |
| NORTON, KAREN, LEE | MEMBER OF BOARD OF MANAGERS | Na | yes | 10/2016 | Oct 31, 2016 | Mar 30, 2018 |
| SQUIRE, SALLIE, CLEMENTS | MEMBER OF BOARD OF MANAGERS | Na | yes | 10/2016 | Oct 31, 2016 | Mar 30, 2018 |
| WELLS CAPITAL MANAGEMENT INC | 100% OWNER OF ANALYTIC INVESTORS, LLC | E | yes | 10/2016 | Oct 31, 2016 | Mar 30, 2018 |
| WELLS FARGO & COMPANY | Shareholder | E | yes | 01/2009 | Oct 31, 2016 | Mar 30, 2018 |
| WELLS FARGO ASSET MANAGEMENT HOLDINGS, LLC | Shareholder | E | yes | 07/2017 | Aug 18, 2017 | Mar 30, 2018 |
| STUEVE, AMY, CHRISTINE | CHIEF COMPLIANCE OFFICER | Na | no | 09/2004 | Mar 30, 2012 | Mar 30, 2018 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| WELLS CAPITAL MANAGEMENT INCORPORATED | n/a | Asset manager | $476B | Y | yes | n/a |
| WELLS FARGO FUNDS MANAGEMENT, LLC | n/a | Asset manager | $325B | N | yes | n/a |
| THE ROCK CREEK GROUP, LP | n/a | Other adviser | $18B | N | yes | n/a |
| WELLS FARGO ASSET MANAGEMENT LUXEMBOURG S.C.A. | n/a | n/a | n/a | N | yes | n/a |
| WELLS FARGO BANK NATIONAL ASSOCIATION | n/a | n/a | n/a | N | yes | n/a |
| WELLS FARGO FUNDS DISTRIBUTOR, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2017 | Mar 30, 2018 | $25B | $23B | 48 | 21 | 0 | 8 | $1.2B |
| 2016 | Mar 31, 2017 | $18B | $16B | 50 | 17 | n/a | 9 | $839M |
| 2015 | Mar 30, 2016 | $13B | $12B | 50 | 19 | n/a | 7 | $526M |
| 2014 | Mar 31, 2015 | $12B | $11B | 47 | 18 | n/a | 4 | $378M |
| 2013 | Mar 31, 2014 | $8.9B | $8.3B | 44 | 18 | n/a | 4 | $302M |
| 2012 | Jan 31, 2013 | $6.3B | $6.3B | 45 | 19 | n/a | 2 | $159M |
| 2011 | Mar 30, 2012 | $5.9B | $5.9B | n/a | n/a | n/a | 3 | $144M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2017 | $25B | $18B | 42.1% | $12B | 28.9% | 48 | 50 | 0 | n/a |