PHILLIPS EDISON & COMPANY LTD.
CRD #158901 SEC #801-73244 CINCINNATI, OH (513) 554-1110
SEC Registered
Total AUM
$1.8B
Discretionary
$1.8B
Employees
240
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 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 |
|---|---|---|---|---|
| BELOCK, DALE, J. | I | SENIOR VICE PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| BELOCK, DALE, J. | I | SENIOR VICE PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| EDISON, JEFFREY, SIMONSON | I | CO-CHAIRMAN | NA | Control |
| EDISON, JEFFREY, SIMONSON | I | CO-CHAIRMAN | NA | Control |
| EDISON, JEFFREY, SIMONSON | I | CO-CHAIRMAN | NA | Control |
| EDISON, JEFFREY, SIMONSON | I | CO-CHAIRMAN | NA | Control |
| EDISON, JEFFREY, SIMONSON | I | CO-CHAIRMAN | NA | Control |
| MURPHY, DEVIN, IGNATIUS | I | CHIEF FINANCIAL OFFICER, TREASURER, VICE PRESIDENT | NA | Control |
| MURPHY, DEVIN, IGNATIUS | I | CHIEF FINANCIAL OFFICER, TREASURER, VICE PRESIDENT | NA | Control |
| MURPHY, DEVIN, IGNATIUS | I | CHIEF FINANCIAL OFFICER, TREASURER, VICE PRESIDENT | NA | Control |
| MYERS, ROBERT, FREDERICK | I | PRESIDENT, CHIEF OPERATING OFFICER, SECRETARY | NA | Control |
| MYERS, ROBERT, FREDERICK | I | PRESIDENT, CHIEF OPERATING OFFICER, SECRETARY | NA | Control |
| MYERS, ROBERT, FREDERICK | I | PRESIDENT, CHIEF OPERATING OFFICER, SECRETARY | NA | Control |
| MYERS, ROBERT, FREDERICK | I | PRESIDENT, CHIEF OPERATING OFFICER, SECRETARY | NA | Control |
| MYERS, ROBERT, FREDERICK | I | PRESIDENT, CHIEF OPERATING OFFICER, SECRETARY | NA | Control |
| PHILLIPS, MICHAEL, CURTIS | I | CO-CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, MICHAEL, CURTIS | I | CO-CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, MICHAEL, CURTIS | I | CO-CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, MICHAEL, CURTIS | I | CO-CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, MICHAEL, CURTIS | I | CO-CHAIRMAN, CHIEF EXECUTIVE OFFICER | NA | Control |
| PHILLIPS, SARA, JOYCE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | NA | Control |
| PHILLIPS, SARA, JOYCE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| PHILLIPS, SARA, JOYCE | I | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT, ASSISTANT SECRETARY | NA | Control |
| SMITH, RICHARD, JAMES | I | CHIEF FINANCIAL OFFICER, TREASURER, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| SMITH, RICHARD, JAMES | I | CHIEF FINANCIAL OFFICER, TREASURER, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| PHILLIPS EDISON LIMITED PARTNERSHIP | DE | MANAGING MEMBER | E | Control |
| PHILLIPS EDISON LIMITED PARTNERSHIP | DE | MANAGING MEMBER | E | Control |
| PHILLIPS EDISON LIMITED PARTNERSHIP | DE | MANAGING MEMBER | E | Control |
| PHILLIPS EDISON LIMITED PARTNERSHIP | DE | MANAGING MEMBER | E | Control |
| PHILLIPS EDISON LIMITED PARTNERSHIP | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PHILLIPS EDISON & COMPANY, INC. | DE | PHILLIPS EDISON LIMITED PARTNERSHIP | F | Control |
| PHILLIPS EDISON & COMPANY, INC. | DE | PHILLIPS EDISON LIMITED PARTNERSHIP | F | Control |
| PHILLIPS EDISON & COMPANY, INC. | DE | PHILLIPS EDISON LIMITED PARTNERSHIP | F | Control |
| PHILLIPS EDISON & COMPANY, INC. | DE | PHILLIPS EDISON LIMITED PARTNERSHIP | F | Control |
| PHILLIPS EDISON & COMPANY, INC. | DE | PHILLIPS EDISON LIMITED PARTNERSHIP | F | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON & COMPANY, INC. | D | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| EDISON, JEFFREY, SIMONSON | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
| PHILLIPS, MICHAEL, CURTIS | I | PHILLIPS EDISON LIMITED PARTNERSHIP | C | Control |
Registrations
Federal
IA
Mar 28, 2013 REGISTERED
Notice Filings (2)
OH UT
Address
11501 NORTHLAKE DRIVECINCINNATI, OH 45249-1667
United States
Phone: (513) 554-1110