DBA: AC INVESTMENT MANAGEMENT LLC
| Total AUM | $251.0M |
| Discretionary | $251.0M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $62.7M |
| Employees | 8 |
| Peak AUM | $736.1MMar 2018 |
| AUM CAGR | +8.5% /yrover 20 yrs · 31 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $251M | 7.3% | 0.8% | +6.7% | |
| Discretionary AUM | $251M | ||||
| Total AUM | $251.0M |
| Discretionary | $251.0M |
| Employees | 8 |
| Client Accounts | 4 |
Address
1350 AVENUE OF THE AMERICAS, SUITE 2300
NEW YORK NY 10019
Phone
(212) 245-8200
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$251M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$251M
| 7.3% |
| 0.8% |
| +6.7% |
| Total Accounts | 4 | 82.6% | 0.0% | 38.9% |
| Avg Account Size | $63M | +433.3% | 0.8% | +74.6% |
| Employees | 8 | 0.0% | 7.2% | 0.0% |
| AUM / Employee | $31M | 7.3% | +6.8% | +6.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $251M | 7.3% | 0.8% | +6.7% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |