DBA: ADVANTAGE CAPITAL
| Total AUM | $1.29B |
| Discretionary | $1.29B100% of AUM |
| Non-Discretionary | $6.4M |
| Client Accounts | 16 |
| Avg Account Size | $80.9M |
| Employees | 230 |
| Peak AUM | $1.29BMay 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +63.9% | +31.4% | +51.6% | |
| Discretionary AUM | |||||
| Total AUM | $1.29B |
| Discretionary | $1.29B |
| Employees | 230 |
| Client Accounts | 16 |
Address
909 POYDRAS STREET
NEW ORLEANS LA 70112-4003
Phone
504-522-4850
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.3B
99.5% of AUM
Non-Discretionary
$6M
0.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
| +18.8% /yrover 12 yrs · 26 filings |
Total AUM
$1.3B
| $1.3B |
| +64.1% |
| +31.2% |
| +51.5% |
| Non-Disc. AUM | $6M | +28.3% | — | — |
| Total Accounts | 16 | +23.1% | +21.1% | +26.2% |
| Avg Account Size | $81M | +33.2% | +8.5% | +20.2% |
| Employees | 230 | +7.0% | +15.3% | +11.2% |
| AUM / Employee | $6M | +53.2% | +14.0% | +36.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.3B | +63.9% | +31.4% | +52.0% | |
Client Count Segments | |||||
| Pooled / Fund | 16 | +23.1% | +21.1% | +32.0% | |