DBA: TAIKO
| Total AUM | $5.09B |
| Discretionary | $1.79B35% of AUM |
| Non-Discretionary | $3.30B |
| Client Accounts | 12 |
| Avg Account Size | $424.4M |
| Employees | 2 |
| Peak AUM | $5.09BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +19.9% | +102.9% | +54.4% | |
| Discretionary AUM | |||||
| Total AUM | $5.09B |
| Discretionary | $1.79B |
| Employees | 2 |
| Client Accounts | 12 |
| Client Range | 0 |
Address
225 W. RANDOLPH ST.
CHICAGO IL 60606
Phone
312-300-4781
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
35.2% of AUM
Non-Discretionary
$3.3B
64.8% of AUM
Disc. mix ▼ 10.7pp vs 1 year ago
Total AUM
$5.1B
| $1.8B |
| 8.1% |
| +43.3% |
| +25.3% |
| Non-Disc. AUM | $3.3B | +43.8% | — | — |
| Total Accounts | 12 | 99.7% | 71.6% | 62.2% |
| Avg Account Size | $424M | +35552.3% | +614.3% | +308.2% |
| Employees | 2 | 0.0% | 0.0% | +14.9% |
| AUM / Employee | $2.5B | +19.9% | +102.9% | +34.5% |
Client AUM Segments | |||||
| Other AUM | $5.1B | +121.9% | — | +123.7% | |