ADVANCED INVESTMENT PARTNERS, LLC

Legal name: ADVANCED INVESTMENT PARTNERS

CRD #106773 SEC #801-52020 SAFETY HARBOR, FL 727-799-3671

SEC Registered

Total AUM

$610.3M

Discretionary

$610.3M

Employees

Clients

Accounts

1,766

Firm Details

Organization Type: Limited Liability Company
State of Formation: --
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 23, 2009
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BROWN, ALAN	I	DIRECTOR	NA	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	NA	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	NA	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	NA	Control
CHASE, JARED, ALVAH	I	DIRECTOR	NA	Control
CHASE, JARED, ALVAH	I	DIRECTOR	NA	Control
CHASE, JARED, ALVAH	I	DIRECTOR	NA	Control
CROMARTY, JOSEPH, HENRY	I	DIRECTOR	NA	Control
CROMARTY, JOSEPH, HENRY	I	DIRECTOR	NA	Control
CROMARTY, JOSEPH, HENRY	I	DIRECTOR	NA	Control
CROMARTY, JOSEPH, HENRY	I	DIRECTOR	NA	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	NA	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH	NA	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	NA	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	NA	Control
KREBS, MATIE, SUZANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KREBS, MATIE, SUZANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KREBS, MATIE, SUZANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KREBS, MATIE, SUZANNE	I	COMPLIANCE OFFICER	NA	Control
KREBS, MATIE, SUZANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
KREBS, MATIE, SUZANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
LYONS, JOSEPH, MICHAEL	I	DIRECTOR	NA	Control
LYONS, JOSEPH, MICHAEL	I	DIRECTOR	NA	Control
LYONS, JOSEPH, MICHAEL	I	DIRECTOR	NA	Control
LYONS, JOSEPH, MICHAEL	I	DIRECTOR	NA	Control
MARSHALL, STEPHEN, HATHAWAY	I	DIRECTOR	NA	Control
MENSONIDES, JELLE	I	DIRECTOR	NA	Control
MENSONIDES, JELLE	I	DIRECTOR	NA	Control
PETRIN, ROGER, LEO	I	DIRECTOR	NA	Control
QUIGLEY, JON	I	PORTFOLIO MANAGER	NA	Control
QUIGLEY, JON	I	PORTFOLIO MANAGER	NA	Control
QUIGLEY, JON	I	PORTFOLIO MANAGER	NA	Control
QUIGLEY, JON	I	PORTFOLIO MANAGER	NA	Control
QUIGLEY, JON, EDWARD	I	DIRECTOR	NA	Control
QUIGLEY, JON, EDWARD	I	DIRECTOR	NA	Control
SCHNEIROV, BARRY, EVAN	I	MANAGING DIRECTOR OF MARKETING	NA	Control
SCHNEIROV, BARRY, EVAN	I	MANAGING DIRECTOR OF MARKETING	NA	Control
SCHNEIROV, BARRY, EVAN	I	MANAGING DIRECTOR OF MARKETING	NA	Control
SCHNEIROV, BARRY, EVAN	I	MANAGING DIRECTOR OF MARKETING	NA	Control
SCHOCK, JEAN-FRANCOIS	I	DIRECTOR	NA	Control
SCHOCK, JEAN-FRANCOIS	I	DIRECTOR	NA	Control
SCHOCK, JEAN-FRANCOIS	I	DIRECTOR	NA	Control
SNOW, JOHN	I	DIRECTOR	NA	Control
SNOW, JOHN	I	DIRECTOR	NA	Control
SNOW, JOHN	I	DIRECTOR	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER/DIRECTOR	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
STYPUL, BRYAN, EDWARD	I	CHIEF FINANCIAL OFFICER	NA	Control
VICANDER, DANA, LEE	I	COMPLIANCE OFFICER	NA	Control
VICANDER, DANA, LEE	I	COMPLIANCE OFFICER	NA	Control
VICANDER, DANA, LEE	I	COMPLIANCE OFFICER	NA	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
STATE STREET GLOBAL ALLIANCE, LLC, A SUBSIDIARY OF STATE STREET CORP.	DE	OWNER	E	Control
AIP MANAGERS, LLC	DE	MEMBER	C	Control
AIP MANAGERS, LLC	DE	MEMBER	C	Control
AIP MANAGERS, LLC	DE	MEMBER	C	Control
AIP MANAGERS, LLC	DE	MEMBER	C	Control
AIP MANAGERS, LLC	DE	MEMBER	C	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	B	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	B	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	B	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	B	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	B	Control
AIP MANAGERS, LLC	DE	MEMBER	A	Control
CASE, DOUGLAS, WILLIAM	I	PRESIDENT/CHIEF INVESTMENT OFFICER/CHAIRMAN	A	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	A	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	A	Control
KARAALI, ORHAN	I	DIRECTOR OF RESEARCH/DIRECTOR	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
ABP	FE	LIMETREE INVESTMENTS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET CORPORATION	DE	STATE STREET GLOBAL ADVISORS, INC.	E	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	E	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	E	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
STATE STREET GLOBAL ADVISORS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	D	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control
LIMETREE INVESTMENTS, INC.	DE	STATE STREET GLOBAL ALLIANCE, LLC	C	Control

Registrations

Federal

Mar 23, 2009 REGISTERED

Notice Filings (10)

CA FL GA IL MA NE NH PA TX VT

Address

100 MAIN STREET
SUITE 301
SAFETY HARBOR, FL 34695-3657
United States

Phone: 727-799-3671