ADVANCED INVESTMENT PARTNERS, LLC
CRD #149670 SEC #801-70008 SAFETY HARBOR, FL 727-799-3671
SEC Registered
Total AUM
$663.8M
Discretionary
$481.6M
Employees
9
Clients
--
Accounts
1,802
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2013
- 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 |
|---|---|---|---|---|
| CARDELL, DANIEL, JOSEPH | I | MANAGER/VICE PRESIDENT | NA | Control |
| CARDELL, DANIEL, JOSEPH | I | MANAGER/VICE PRESIDENT | NA | Control |
| CARDELL, DANIEL, JOSEPH | I | MANAGER/VICE PRESIDENT | NA | Control |
| CARDELL, DANIEL, JOSEPH | I | MANAGER/VICE PRESIDENT | NA | Control |
| DOERSCH, TODD, D | I | MANAGER/VICE PRESIDENT | NA | Control |
| DOERSCH, TODD, D | I | MANAGER/VICE PRESIDENT | NA | Control |
| DOERSCH, TODD, D | I | MANAGER/VICE PRESIDENT | NA | Control |
| DOERSCH, TODD, D | I | MANAGER/VICE PRESIDENT | NA | Control |
| DOUGHERTY, DANIEL, VINCENT | I | CHIEF OPERATING OFFICER | NA | Control |
| KILEY, THOMAS, REGAN | I | MANAGER | NA | Control |
| KILEY, THOMAS, REGAN | I | MANAGER | NA | Control |
| KILEY, THOMAS, REGAN | I | MANAGER | 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 | 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 | CHIEF COMPLIANCE OFFICER | NA | Control |
| KREBS, MATIE, SUZANNE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PAULUS, THOMAS, MARTIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAULUS, THOMAS, MARTIN | I | CHIEF FINANCIAL OFFICER, MANAGER | NA | Control |
| PAULUS, THOMAS, MARTIN | I | CHIEF FINANCIAL OFFICER, MANAGER | NA | Control |
| PAULUS, THOMAS, MARTIN | I | CHIEF FINANCIAL OFFICER, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| ZIDAR, THOMAS, PATRICK | I | CHAIRMAN, MANAGER | NA | Control |
| WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | DE | DIRECT OWNER | E | Control |
| GREAT LAKES ADVISORS, LLC | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| GREAT LAKES ADVISORS, LLC | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| GREAT LAKES ADVISORS, LLC | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| WAYNE HUMMER ASSET MANAGEMENT COMPANY, L.L.C. | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| WINTRUST CAPITAL MANAGEMENT, LLC | DE | DIRECT OWNER, MANAGING MEMBER | D | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| CASE, DOUGLAS, WILLIAM | I | PRESIDENT/CHIEF INVESTMENT OFFICER/MANAGER | B | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| QUIGLEY, JON, EDWARD | I | VICE PRESIDENT/SECRETARY/MANAGER | A | Control |
| STYPUL, BRYAN, EDWARD | I | CHIEF FINANCIAL OFFICER | A | Control |
| STYPUL, BRYAN, EDWARD | I | CHIEF FINANCIAL OFFICER | A | Control |
| STYPUL, BRYAN, EDWARD | I | CHIEF FINANCIAL OFFICER | A | Control |
| STYPUL, BRYAN, EDWARD | I | CHIEF FINANCIAL OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CARDELL, DANIEL, JOSEPH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| CARDELL, DANIEL, JOSEPH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| CARDELL, DANIEL, JOSEPH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| CARDELL, DANIEL, JOSEPH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DOERSCH, TODD, D | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DOERSCH, TODD, D | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DOERSCH, TODD, D | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DOERSCH, TODD, D | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DYKSTRA, DAVID, ALAN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DYKSTRA, DAVID, ALAN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DYKSTRA, DAVID, ALAN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DYKSTRA, DAVID, ALAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| DYKSTRA, DAVID, ALAN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| DYKSTRA, DAVID, ALAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| DYKSTRA, DAVID, ALAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| DYKSTRA, DAVID, ALAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| GETZ, BERT, ATWATER | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| GETZ, BERT, ATWATER | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| GETZ, BERT, ATWATER | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| GETZ, BERT, ATWATER | I | WINTRUST CAPTIAL MANAGEMENT | F | Control |
| GETZ, BERT, ATWATER | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| GETZ, BERT, ATWATER | I | WINTRUST CAPTIAL MANAGEMENT | F | Control |
| GETZ, BERT, ATWATER | I | WINTRUST CAPTIAL MANAGEMENT | F | Control |
| GETZ, BERT, ATWATER | I | WINTRUST CAPTIAL MANAGEMENT | F | Control |
| GLABE, MARLA, FRIEDMAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| GLABE, MARLA, FRIEDMAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| GLABE, MARLA, FRIEDMAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| GLABE, MARLA, FRIEDMAN | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| HEITMANN, SCOTT, KEITH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| HEITMANN, SCOTT, KEITH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| HEITMANN, SCOTT, KEITH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| HEITMANN, SCOTT, KEITH | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| HEITMANN, SCOTT, KEITH | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| HEITMANN, SCOTT, KEITH | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| HEITMANN, SCOTT, KEITH | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| HEITMANN, SCOTT, KEITH | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| KOTCHE, KEITH, JOHN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| KOTCHE, KEITH, JOHN | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| LILLARD, JOHN, STOLL | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| LILLARD, JOHN, STOLL | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| LILLARD, JOHN, STOLL | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| LILLARD, JOHN, STOLL | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| LILLARD, JOHN, STOLL | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| LILLARD, JOHN, STOLL | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| LILLARD, JOHN, STOLL | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| LILLARD, JOHN, STOLL | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| WEINBERGER, STANLEY, ROBERT | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| ZIDAR, THOMAS, PATRICK | I | WINTRUST CAPITAL MANAGEMENT | F | Control |
| WHAMCO HOLDING COMPANY | DE | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | E | Control |
| WHAMCO HOLDING COMPANY | DE | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | E | Control |
| WHAMCO HOLDING COMPANY | DE | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | E | Control |
| WHAMCO HOLDING COMPANY | DE | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | E | Control |
| WHAMCO HOLDING COMPANY | DE | WINTRUST CAPITAL MANAGEMENT | E | Control |
| WHAMCO HOLDING COMPANY | DE | WAYNE HUMMER ASSET MANAGEMENT COMPANY, LLC | E | Control |
| WHAMCO HOLDING COMPANY | DE | WINTRUST CAPITAL MANAGEMENT | E | Control |
| WHAMCO HOLDING COMPANY | DE | WINTRUST CAPITAL MANAGEMENT | E | Control |
| WHAMCO HOLDING COMPANY | DE | WINTRUST CAPITAL MANAGEMENT | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
| WINTRUST FINANCIAL CORPORATION | DE | WHAMCO HOLDING COMPANY | E | Control |
Registrations
Federal
IA
Sep 9, 2013 REGISTERED
Notice Filings (48)
AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC TN TX UT VA VT WA WI WV
Address
100 MAIN STREET, #301SAFETY HARBOR, FL 34695
United States
Phone: 727-799-3671