DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ellevest
Legal name Ellevest, Inc.
Latest filing Jul 17, 2026
First filing on the tape Sep 15, 2015 · 54 filings
SEC status approved since Sep 28, 2015
RAUM
$1.1B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
97%
$1.1B individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$87.0M
derived; firm RAUM over IAPD count
Employees
19
13 advisory (5.B.1)
Offices
12
beyond the principal office
Private funds
0
reported on Schedule D
History
54 filings and snapshots on the tape
RAUM$1.1B as of Jul 17, 2026
Mar 29, 2016$136,185 then
HNW client RAUM$1.0B as of Jul 17, 2026
Feb 27, 2018$18.9M then
State-registered IARs (5.B.3)13 as of Jul 17, 2026
Mar 29, 20161 then
Employees (5.A)19 as of Jul 17, 2026
Mar 29, 201613 then
Private funds: no history
RAUM -47% over the last fiscal year-11% a year over threeIARs 30 to 13offices 0 to 12
Practice profile
derived from the filing of Jul 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $87.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 36derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $2.4MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived13 offices incl. principal (1.F.5)
- RAUM growth, one year
- -47%derivedbetween the last two annual amendments
- Advisor growth, one year
- -57%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -99%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, educational seminarsreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $428M, 260 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.0B89%
- Individuals$93.4M8.3%
- Charitable organizations$22.2M2.0%
- Corporations and businesses$7.0M0.6%
- Pension and profit-sharing plans$1.8M0.2%
- Individual clients
- 100reported
- HNW clients
- 371reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 474reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $428M for 260 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
12 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Emily Green | New York, Ny | Nov 14, 2017 | 15 y | 0 |
| Ashley Nicole BlecknerCertified Financial Planner | Carlsbad, Ca | Apr 3, 2019 | 11 y | 1 |
| Kerry Ann O'BrienCertified Financial Planner | Walpole, Ma | May 13, 2020 | 20 y | 3 |
| Sofia Liana FigueroaCertified Financial Planner | New York, Ny | Nov 13, 2020 | 13 y | 1 |
| Kristen Deedy GoodmanChartered Financial Analyst | Denver, Co | Jan 5, 2021 | 11 y | 0 |
| Ankur G PatelChartered Financial Analyst | New York, Ny | Feb 24, 2021 | 14 y | 1 |
| Samantha Craig VientCertified Financial Planner | Costa Mesa, Ca | May 20, 2022 | 16 y | 5 |
| Kaitlin Marie HorschCertified Financial Planner | Chicago, Il | Aug 18, 2022 | 12 y | 1 |
| Alondra GarciaChartered Financial Analyst | Pensacola, Fl | Sep 23, 2022 | 10 y | 1 |
| Veronica TaylorCertified Financial Planner | White Plains, Ny | May 1, 2023 | 26 y | 1 |
| Hannah Bauque SteendamCertified Financial Planner | Lakewood, Co | Feb 23, 2024 | 10 y | 1 |
| Sara Faurer | Chicago, Il | May 24, 2024 | 10 y | 0 |
Advisor movement
3 left, 0 joined in 12 months
net -3 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 23% of current headcount25 left over 36 months
Left, latest
- Corrinne Marie Rivers to Childfree WealthDec 11, 2025 · RIA to RIA
- Ehijie Mofeolu Sado to Values Added FinancialNov 24, 2025 · RIA to RIA
- Darci Colleen Zaunmiller to NectarineNov 24, 2025 · Other
- Elizabeth Cameron Rogers to Angeles Wealth Management, LLCMay 2, 2025 · RIA to RIA
- Maria Kleinhans to Angeles Wealth Management, LLCMay 2, 2025 · RIA to RIA
- Uchechi Kalu to Greenlight Financial Planning, LLCApr 23, 2025 · RIA to a state-registered adviser
- Katherine Nicole Phillips to Mercer Global Advisors Inc.Apr 21, 2025 · RIA to RIA
- Jennifer Neeley to LPL Financial LLCApr 7, 2025 · RIA to affiliated broker-dealer or bank
- Michelle Rae Wagner to Core PlanningApr 7, 2025 · RIA to RIA
- Patricia Ann Stallworth to Mainstreet Financial Planning, Inc.Apr 7, 2025 · RIA to a state-registered adviser
- Dawn Carolyn Abernathy to Compass WealthApr 7, 2025 · RIA to RIA
- Brooke Weise to Weise Financial WellnessApr 7, 2025 · RIA to a state-registered adviser
- Lyndsi Grace Stender to Motley Fool Wealth Management, LLCMar 19, 2025 · RIA to RIA
- Maria A Delgado to MML Investors Services, LLCMar 13, 2025 · RIA to affiliated broker-dealer or bank
- Sabrina Rosh to Motley Fool Wealth Management, LLCMar 13, 2025 · RIA to RIA
Joined, latest
- Michelle Rae Wagner from FacetNov 6, 2024 · RIA to RIA
- Jennifer Neeley from Morgan StanleyOct 29, 2024 · Wirehouse to independent RIA
- Uchechi Kalu from Abacus Wealth PartnersOct 24, 2024 · RIA to RIA
- Brooke Weise from LPL Financial LLCAug 16, 2024 · Affiliated broker-dealer or bank to independent RIA
- Dawn Carolyn Abernathy from Core PlanningAug 2, 2024 · RIA to RIA
- Lori Beth Lustberg from Third Eye Associates, LtdAug 2, 2024 · Other
- Lyndsi Grace Stender from Vista Capital Partners, Inc.Jun 24, 2024 · RIA to RIA
- Kerry Ann O'Brien from Origin Investment Advisory LLCMay 16, 2024 · RIA to RIA
- Naima Nefertari Barnes Bush from Capital Investment AdvisorsMay 1, 2024 · RIA to RIA
- Hannah Bauque Steendam from Neuberger Berman Bd LLCFeb 23, 2024 · Other
- Michelle Petrowski from Origin Investment Advisory LLCJan 8, 2024 · RIA to RIA
- Sabrina Rosh from Wealth Architects, LLCSep 29, 2023 · RIA to RIA
- Patricia Ann Stallworth from Ps Worth, LLCAug 28, 2023 · Other
- Darci Colleen Zaunmiller from Confidence Wealth Management, Inc.Aug 28, 2023 · RIA to RIA
- Healy Marroy from Wells Fargo AdvisorsJun 27, 2023 · Wirehouse to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Motley Fool Wealth Management, LLCMar 13, 2025 · New York, Ny
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Connie Hsiung · Co-Chief Executive Officer And Chief Financial Officercontrolsince 12/2024 · owns less than 5%
- Shiu Han Sylvia Kwan · Chief Executive Officer And Chief Investment Officercontrolsince 02/2025 · owns less than 5%
- D Jack Wright · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- D Joseph Mansueto · Executive Chairman Of The Boardcontrolsince 09/2016 · owns 25% to 50% of Morningstar, Inc
- Lee Sallie Krawcheck · Shareholder (Common)since 11/2014 · owns 10% to 25%
- Hope Charles Kroll · Shareholder (Common)since 11/2014 · owns 10% to 25%
Entity owners
- Allianz Life Insurance Company Of North America · Shareholderindirect · owns 75% or more of Allianz Strategic Investments, LLC
- Khosla Ventures Seed Associates C, LLC · Memberindirect · owns 25% to 50% of Khosla Ventures Seed C, LP
- Psp Growth Fund 2017 Holdco, L.L.C. · Member And Managerindirect · owns 75% or more of Psp Growth Fund 2017, L.L.C.
- Sk Impact Fund, LLC · Partnerindirect · owns 25% to 50% of Rethink Impact, LP
- Allianz Strategic Investments, LLC · Shareholder (Preferred)direct · owns 5% to 10%
- Khosla Ventures Seed C, LP · Shareholder (Preferred)direct · owns 5% to 10%
- Morningstar, Inc · Shareholder (Common)direct · owns 10% to 25% · public reporting company
- Morningstar, Inc. · Shareholder (Preferred)direct · owns 5% to 10% · public reporting company
- Paypal, Inc. · Shareholder (Preferred)direct · owns 5% to 10% · public reporting company
- Psp Growth Fund 2017, L.L.C. · Shareholder (Preferred)direct · owns 5% to 10%
- Rethink Impact, LP · Shareholder (Preferred)direct · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| New York, Ny · principal | 13 | 0 | 2 | ||
| Chicago, Il | 2 | 0 | 0 | ||
| Camarillo, Ca | 0 | 0 | 0 | ||
| Gonzales, La | 0 | 0 | 0 | ||
| Jupiter, Fl | 0 | 0 | 0 | ||
| Pembroke Pines, Fl | 0 | 0 | 0 | ||
| Philadelphia, Pa | 0 | 0 | 0 | ||
| Carrollton, Tx | 0 | 0 | 0 | ||
| Aiken, Sc | 0 | 0 | 0 | ||
| Alameda, Ca | 0 | 0 | 0 | ||
| Anthem, Az | 0 | 0 | 0 | ||
| Atlanta, Ga | 0 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
10 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 17, 2026MANSUETO, JOSEPH, D (EXECUTIVE CHAIRMAN OF THE BOARD) left Schedule A between the filings of 2024-12-20 and 2026-07-17peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 17, 2026Hsiung, Connie (CO-CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER) left Schedule A between the filings of 2024-12-20 and 2026-07-17peers: independent wealth managers, $1B to $5B (1,360)
- control person changedChange between filings · filing Jul 17, 2026WRIGHT, JACK, D (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-20 and 2026-07-17peers: independent wealth managers, $1B to $5B (1,360)
- clients down average size upCombination · filing Mar 31, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $2,128,783,447 to $1,131,232,881, advisors 30 to 13, private clients 79639 to 471, offices 0 to 12 (2025-03-31 to 2026-03-31)peers: independent wealth managers, $1B to $5B (1,360)
- client count collapseChange between filings · filing Mar 31, 2026individual and HNW clients (Item 5.D) moved from 79,639.0 to 471.0 (-99.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +5.0% (1132 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,132) · 0.0% percentile
- advisor count dropChange between filings · filing Mar 31, 2026advisory representatives (Item 5.B.3) moved from 30.0 to 13.0 (-57.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was 0.0% (999 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, $1B to $5B (999) · 0.9% percentile
- account count collapseChange between filings · filing Mar 31, 2026accounts (Item 5.F.2.f) moved from 79,647.0 to 474.0 (-99.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +6.0% (1206 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,206) · 0.0% percentile
- employee count dropChange between filings · filing Mar 31, 2026employees (Item 5.A) moved from 59.0 to 19.0 (-68.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +4.0% (1050 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,050) · 0.2% percentile
- HNW share shiftChange between filings · filing Mar 31, 2026HNW share of RAUM moved from 45.0% to 89.0% between the annual amendments of 2025-03-31 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
- RAUM down 25 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $2,128,783,447 to $1,131,232,881 (-47.0%) between the annual amendments of 2025-03-31 and 2026-03-31; the peer median change was +17.0% (1297 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $1B to $5B (1,297) · 0.2% percentile
What changed
consecutive filings, newest first
- Accounts · 344 to 474Jan 5, 2026 to Mar 31, 2026
- Charity clients · 6.0 to unsetJan 5, 2026 to Mar 31, 2026
- HNW clients · 238 to 371Jan 5, 2026 to Mar 31, 2026
- Individual clients · 98 to 100Jan 5, 2026 to Mar 31, 2026
- Assets in custody · $446M to $428MJan 5, 2026 to Mar 31, 2026
- Employees · 22 to 19Jan 5, 2026 to Mar 31, 2026
- Discretionary RAUM · $1.0B to $1.1BJan 5, 2026 to Mar 31, 2026
- HNW RAUM · $884M to $1.0BJan 5, 2026 to Mar 31, 2026
- Individual RAUM · $92.7M to $93.4MJan 5, 2026 to Mar 31, 2026
- Pension RAUM · $1.6M to $1.8MJan 5, 2026 to Mar 31, 2026
- RAUM · $1.0B to $1.1BJan 5, 2026 to Mar 31, 2026
- Accounts · 79,647 to 344Mar 31, 2025 to Oct 7, 2025
- Advisory employees · 27 to 13Mar 31, 2025 to Oct 7, 2025
- HNW clients · 280 to 238Mar 31, 2025 to Oct 7, 2025
- Individual clients · 79,359 to 98Mar 31, 2025 to Oct 7, 2025
- Assets in custody · unset to 445683137.0Mar 31, 2025 to Oct 7, 2025
- Custody of client assets · false to trueMar 31, 2025 to Oct 7, 2025
- Employees · 59 to 22Mar 31, 2025 to Oct 7, 2025
- State-registered IARs · 30 to 13Mar 31, 2025 to Oct 7, 2025
- Other offices · 0 to 12Mar 31, 2025 to Oct 7, 2025
- Discretionary RAUM · $2.1B to $1.0BMar 31, 2025 to Oct 7, 2025
- HNW RAUM · $963M to $884MMar 31, 2025 to Oct 7, 2025
- Individual RAUM · $1.1B to $92.7MMar 31, 2025 to Oct 7, 2025
- Pension RAUM · $1.5M to $1.6MMar 31, 2025 to Oct 7, 2025
- RAUM · $2.1B to $1.0BMar 31, 2025 to Oct 7, 2025
- Wrap assets (manager) · 1063089060.0 to unsetMar 31, 2025 to Oct 7, 2025
- Wrap assets (sponsor) · 1063089060.0 to unsetMar 31, 2025 to Oct 7, 2025
- Accounts · 89,871 to 79,647Dec 20, 2024 to Mar 31, 2025
- Advisory employees · 32 to 27Dec 20, 2024 to Mar 31, 2025
- Charity clients · 7 to 6Dec 20, 2024 to Mar 31, 2025
- HNW clients · 287 to 280Dec 20, 2024 to Mar 31, 2025
- Individual clients · 70,436 to 79,359Dec 20, 2024 to Mar 31, 2025
- Employees · 106 to 59Dec 20, 2024 to Mar 31, 2025
- Insurance-licensed employees · 0 to 1Dec 20, 2024 to Mar 31, 2025
- Financial planning clients · More than 500 to More than 500Dec 20, 2024 to Mar 31, 2025
- HQ city · unset to NEW YORKDec 20, 2024 to Mar 31, 2025
- HQ state · unset to NYDec 20, 2024 to Mar 31, 2025
- State-registered IARs · 33 to 30Dec 20, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.1B to $2.1BDec 20, 2024 to Mar 31, 2025
- HNW RAUM · $947M to $963MDec 20, 2024 to Mar 31, 2025
Signals
50 dated events
- Corrinne Marie Rivers left Ellevest for Childfree Wealth (registered 2025-08-05)Dec 11, 2025 · Advisor changed firm · fact
- Ehijie Mofeolu Sado left Ellevest for Values Added Financial (registered 2026-02-05)Nov 24, 2025 · Advisor changed firm · fact
- Darci Colleen Zaunmiller left Ellevest for Nectarine (registered 2026-01-12)Nov 24, 2025 · Advisor changed firm · fact
- Ellevest reported RAUM $1.0B, down 52% from $2.1B (2025-03-31 to 2025-10-07)Oct 7, 2025 · RAUM change · derived
- Ellevest reported 13 state-registered advisory representatives, down from 30 (2025-03-31 to 2025-10-07)Oct 7, 2025 · Advisor headcount change · derived
- Ellevest reported 12 offices beyond its principal office, up from 0 (2025-03-31 to 2025-10-07)Oct 7, 2025 · Office count change · derived
- Elizabeth Cameron Rogers left Ellevest for Angeles Wealth Management, Llc (registered 2025-05-12)May 2, 2025 · Advisor changed firm · fact
- Maria Kleinhans left Ellevest for Angeles Wealth Management, Llc (registered 2025-06-18)May 2, 2025 · Advisor changed firm · fact
- Uchechi Kalu left Ellevest for Greenlight Financial Planning, Llc (registered 2025-09-11)Apr 23, 2025 · Advisor changed firm · fact
- Katherine Nicole Phillips left Ellevest for Mercer Global Advisors Inc. (registered 2025-04-22)Apr 21, 2025 · Advisor changed firm · fact
- Dawn Carolyn Abernathy left Ellevest for Compass Wealth (registered 2026-05-12)Apr 7, 2025 · Advisor changed firm · fact
- Jennifer Neeley left Ellevest for Lpl Financial Llc (registered 2025-06-05)Apr 7, 2025 · Advisor changed firm · fact
- Michelle Rae Wagner left Ellevest for Core Planning (registered 2025-09-04)Apr 7, 2025 · Advisor changed firm · fact
- Patricia Ann Stallworth left Ellevest for Mainstreet Financial Planning, Inc. (registered 2026-04-24)Apr 7, 2025 · Advisor changed firm · fact
- Brooke Weise left Ellevest for Weise Financial Wellness (registered 2026-05-06)Apr 7, 2025 · Advisor changed firm · fact
- Lyndsi Grace Stender left Ellevest for Motley Fool Wealth Management, Llc (registered 2025-04-10)Mar 19, 2025 · Advisor changed firm · fact
- Maria A Delgado left Ellevest for Mml Investors Services, Llc (registered 2025-02-03)Mar 13, 2025 · Advisor changed firm · fact
- 2 advisors left Ellevest (New York, NY) for Motley Fool Wealth Management, LLC within 6 daysMar 13, 2025 · Team lift-out · derived
- Sabrina Rosh left Ellevest for Motley Fool Wealth Management, Llc (registered 2025-05-30)Mar 13, 2025 · Advisor changed firm · fact
- Lori Beth Lustberg left Ellevest for Focus Partners Wealth, Llc (registered 2025-10-29)Feb 4, 2025 · Advisor changed firm · fact
- Valerie Isabel Marquez left Ellevest for Beacon Pointe Advisors, Llc (registered 2025-01-07)Jan 6, 2025 · Advisor changed firm · fact
- Allison Ruckey Kvikstad left Ellevest for Beacon Pointe Advisors, Llc (registered 2025-01-09)Jan 6, 2025 · Advisor changed firm · fact
- Shiu Han Sylvia Kwan (Co-Chief Executive Officer And Chief Investment Officer) appeared on Schedule A of EllevestDec 20, 2024 · Control person joined · fact
- Healy Marroy left Ellevest for Wells Fargo Advisors (registered 2025-01-06)Dec 4, 2024 · Advisor changed firm · fact
- Michelle Petrowski left Ellevest for Vanguard Advisers, Inc. (registered 2026-05-12)Dec 2, 2024 · Advisor changed firm · fact
- Jaclyn Elaine Madrid Mercer left Ellevest for Flourish Wealth Management Inc. (registered 2024-12-06)Nov 27, 2024 · Advisor changed firm · fact
- Kathleen Jessica Villegas left Ellevest for Root Financial Partners (registered 2024-10-23)Jul 29, 2024 · Advisor changed firm · fact
- Allison Masoero Hershey left Ellevest for Fruitful (registered 2024-10-15)Jun 12, 2024 · Advisor changed firm · fact
- Naima Nefertari Barnes Bush left Ellevest for Fruitful (registered 2024-05-29)May 28, 2024 · Advisor changed firm · fact
- Ellevest reported 32 state-registered advisory representatives, up from 17 (2023-03-30 to 2024-02-15)Feb 15, 2024 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 718-400-6898reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 844-413-1820reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/ellevestreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ELLEVEST.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 844-355-7100reportedpublic record, Form ADV, Jul 17, 2026
- Team page
- ellevest.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $87.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026