# ADVANTAGE INVESTMENT MANAGEMENT, LLC

ADVANTAGE INVESTMENT MANAGEMENT, LLC of CEDAR RAPIDS, IA is an SEC-registered investment adviser.

## Registration

- CRD: 146236
- Type: SEC-registered investment adviser
- SEC file number: 801-69551
- Location: 222 3RD AVE SE, SUITE 269, CEDAR RAPIDS, IA, 52401
- Phone: 319-366-7300
- Latest filing: 2019-11-07
- Regulatory AUM: $385.6M
- Discretionary AUM: $321.1M
- Non-discretionary AUM: $64.4M
- Clients: 30
- Accounts: 2,524

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| BARBATTI THOMAS JOSEPH | CEO/DIRECTOR | — |
| SCHERRMAN MICHAEL EMMETT | CHIEF COMPLIANCE OFFICER | — |
| HOLTZ LOUISE DOROTHY | CHIEF COMPLIANCE OFFICER/DIRECTOR; DIRECTOR | — |
| RUSSO JOSEPH ROY | CEO; CHAIRMAN | — |
| DARDEN MELISSA ANN | BOARD SECRETARY/DIRECTOR; BOARD SECRETARY/DIRECTOR/EVP | — |
| REES MICHAEL DOUGLAS | DIRECTOR | — |
| KADISH JOSHUA ISAAC | SR VP/DIRECTOR | — |
| MARVEL KATHARINE BOOTH | VP/DIRECTOR | — |
| SOUDERS DANIEL EDWARD | DIRECTOR; DIRECTOR/CEO | — |
| AUERBACH CHARLES NMN | DIRECTOR | — |
| AUERBACH CHARLES | DIRECTOR | — |
| DARDEN MELISSA A | BOARD SECRETARY/DIRECTOR | — |
| HOLDER DOUGLAS BRYAN | DIRECTOR; DIRECTOR/PRESIDENT | — |
| GIESTING BRIAN PATRICK | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146236/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146236/similar
- Related entities: https://search.stillhousedata.com/firm/146236/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146236

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.