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| ADP Strategic Plan Services LLC
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|
|---|---|
| CRD # | 286555 |
| SEC # | 801-109013 |
| CIK # | |
| AUM | $15.0 BB (2024-01-26) |
| Employees | 11 (45% Investors, 91% Brokers) |
| Phone | 973-712-2000 |
| Address | 1 Adp Boulevard Roseland, NJ 07068 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 68,002 | 15.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 68,002 | 15.0 |
| By Discretionary | ||
| Discretionary | 68,002 | 15.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 68,002 | 15.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.0 | |
| Total | 68,002 | 15.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Setanta Asset Management Ltd
✚
|
15.3 | |
|
Ellington Financial Management LLC
✚
|
CT | 15.3 |
|
Allianz Global Investors Asia Pacific Limited
✚
|
15.2 | |
|
Ardea Investment Management PTY Limited
✚
|
15.0 | |
|
Elmwood Asset Management LLC
✚
|
NY | 14.9 |
|
M&G Investments USA Inc
✚
|
IL | 14.8 |
|
Wilmington Funds Management Corporation
✚
|
DE | 14.8 |
|
Nationwide Asset Management LLC
✚
|
OH | 14.8 |
|
Limekiln Real Estate Investment Management LP
✚
|
NY | 14.7 |
|
FMR Investment Management UK Limited
✚
|
14.7 |