CSI GROUP ADVISORS, LLC · Tank Allocator Loader

← Back to list

CSI GROUP ADVISORS, LLC

UUID96dd130b-934d-59b4-ac5b-c4fe008a70af

TypeASSET_MANAGER

Status—

Created2025-10-23 02:24:38

Updated2025-10-23 02:24:38

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	338012	338012	—	1.0

Profile

Website—

HQ CityWALL TOWNSHIP

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

People

Name	Title	Role	Email	Evidence
Greco, Robert, Michael	MANAGING MEMBER	OFFICER	—	{"filing_id": "2014646", "owner_id": "8143160", "source": "adv_part1", "table": "Schedule_A_B"}
QUINN, JEFFERY, J.	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014646", "owner_id": "4534605", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:38 • csv
```
{
  "date_submitted": "09/07/2025 05:53:15 PM",
  "filing_id": "2014646",
  "reg_type": "IA"
}
```