DBA: AUBREY CAPITAL MANAGEMENT
| Total AUM | $1.15B |
| Discretionary | $1.15B100% of AUM |
| Client Accounts | 208 |
| Avg Account Size | $5.5M |
| Employees | 26 |
| Peak AUM | $1.60BJan 2022 |
| AUM CAGR | +9.9% /yrover 9 yrs · 17 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +19.6% | +4.3% | 1.9% | |
| Discretionary AUM | |||||
| Total AUM | $1.15B |
| Discretionary | $1.15B |
| Employees | 26 |
| Client Accounts | 208 |
Address
10 COATES CRESCENT
EDINBURGH, MID LOTHIAN EH3 7AL
United Kingdom
Phone
+44 131 226 2083
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$1.2B
| $1.2B |
| +19.6% |
| +4.3% |
| 1.9% |
| Total Accounts | 208 | 1.9% | 1.1% | +3.1% |
| Avg Account Size | $6M | +21.9% | +5.4% | 4.9% |
| Employees | 26 | 10.3% | 8.3% | 2.1% |
| AUM / Employee | $44M | +33.3% | +13.8% | +0.2% |
Client AUM Segments | |||||
| Wealth AUM | $225M | +19.9% | +15.1% | 0.8% | |
| Institutional AUM | $277M | +20.2% | +22.6% | 5.6% | |
| Fund / Pooled AUM | $649M | +19.1% | 3.2% | 0.5% | |
Client Count Segments | |||||
| Institutional | 7 | 0.0% | 4.2% | 6.8% | |
| Pooled / Fund | 8 | 11.1% | 12.3% | +5.8% | |
| Individuals | 193 | 1.0% | 0.3% | +3.5% | |