Derby & Company is a fund manager in Newton with $691.29 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
Former names
Derby & Co L P
SEC CIK
IRS number
42943043
SEC advisor number
801-30056
FINRA CRD number
106924
AUM ?
$691.29 mm
(as of 26 Nov 21)
Accounts
887
(as of 26 Nov 21)
Employees
15
(6 investment advisory or research)
Address
Derby & Company
7 WELLS AVENUE
NEWTON
MA 02459
7 WELLS AVENUE
NEWTON
MA 02459
Office hours
Monday - Friday, 9AM-5PM
Phone
6175270033
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Derby, Mark, Alan | President, CEO | 01/1989 | 50-75% |
Derby, Jonathan, Jay | Vice President and Chief Compliance Officer | 07/1992 | 50-75% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Derby and Company Inc | $691.29 mm | |
DCM Income Opportunity Partnership, LP Class a | $33.24 mm | Hedge Fund |
DCM Income Opportunity Partnership, LP Class DL1 | $3.61 mm | Private Equity Fund |
DCM Income Opportunity Partnership, LP Class DL2 | $5.55 mm | Private Equity Fund |
DCM Income Opportunity Partnership, LP Class RE6 | $6.73 mm | Real Estate Fund |
DCM Real Estate Partners VII | $4.87 mm | Real Estate Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
18 Aug 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
12 Feb 21
13F-HR
Quarterly holdings report by institutional manager
4 Nov 20
13F-HR
Quarterly holdings report by institutional manager
22 Jul 20
13F-HR
Quarterly holdings report by institutional manager
28 Apr 20
13F-HR
Quarterly holdings report by institutional manager
4 Feb 20
13F-HR
Quarterly holdings report by institutional manager
1 Nov 19
13F-HR
Quarterly holdings report by institutional manager
22 Jul 19