THE MATHER GROUP, LLC

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.

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Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	156005	156005	—	1.0
cik	0001527641	1527641	—	—
sec_file_number	801-72156	801-72156	—	—

Profile

WebsiteHTTPS://THEMATHERGROUP.COM

HQ CityCHICAGO

HQ StateIL

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)11,710,038,016.0
RAUM (discretionary)10,911,594,995.0
Actionable assets11,026,279,775.0
Accounts16,285.0

Institutional Clients

Government AUM—
Pension AUM1,883,012.0
Charitable AUM2,843,184.0
HNW AUM11,021,553,579.0

As of 2025-03-21 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
BRYANT, DANIEL, REES	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "2639924", "source": "adv_part1", "table": "Schedule_A_B"}
CASTLEFORTE, MICHAEL, DANIEL	VICE PRESIDENT AND ASSISTANT SECRETARY / MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "7542823", "source": "adv_part1", "table": "Schedule_A_B"}
DES GROSEILLIERS, JENNIFER, ALISA	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2015583", "owner_id": "4489164", "source": "adv_part1", "table": "Schedule_A_B"}
EVANS, STUART, ASHLEY	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2015583", "owner_id": "2424825", "source": "adv_part1", "table": "Schedule_A_B"}
KREHBIEL, JAY, F.	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "7316417", "source": "adv_part1", "table": "Schedule_A_B"}
MATHER HOLDINGS, LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Oziemkowski, Kristen, Rebecca	CHIEF OPERATIONS OFFICER, BUSINESS OPERATIONS/SOLUTIONS	OFFICER	—	{"filing_id": "2015583", "owner_id": "6840356", "source": "adv_part1", "table": "Schedule_A_B"}
POPP, PAMELA, ANN	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "2715434", "source": "adv_part1", "table": "Schedule_A_B"}
RAPOPORT, BORIS, EUGENE	VICE PRESIDENT AND ASSISTANT SECRETARY / MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "4255681", "source": "adv_part1", "table": "Schedule_A_B"}
Skinner Ricketts, Brooke	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "7610843", "source": "adv_part1", "table": "Schedule_A_B"}
THOMAS, SHUNDRAWN, ANTWARN	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "2502250", "source": "adv_part1", "table": "Schedule_A_B"}
TVG-TMG AGGREGATOR, LLC	MEMBER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TVG-TMG HOLDINGS, LLC	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TVG-TMG INTERMEDIATE, INC.	SOLE MEMBER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
TVG-TMG TOPCO, INC.	SOLE STOCKHOLDER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VISTRIA FUND IV (FT), LP	MEMBER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VISTRIA FUND IV, LP	MEMBER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
VISTRIA GP IV, LP	GENERAL PARTNER	OFFICER	—	{"filing_id": "2015583", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Walker, Cyrus, Dibble	MANAGER	OFFICER	—	{"filing_id": "2015583", "owner_id": "7586704", "source": "adv_part1", "table": "Schedule_A_B"}
WICKERT, RYAN, MATTHEW	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2015583", "owner_id": "7011879", "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 02:24:35 • csv
```
{
  "date_submitted": "09/11/2025 02:14:00 PM",
  "filing_id": "2015583",
  "reg_type": "IA"
}
```

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1