DBA: ALGORITHMIC INVESTMENT MODELS
| Total AUM | $90.9M |
| Discretionary | $90.9M100% of AUM |
| Client Accounts | 270 |
| Avg Account Size | $337K |
| Employees | 8 |
| Peak AUM | $399.5MNov 2019 |
| AUM CAGR | -20.4% /yrover 6 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $91M | 42.1% | 18.7% | 3.7% | |
| Discretionary AUM | $91M | ||||
| Total AUM | $90.9M |
| Discretionary | $90.9M |
| Employees | 8 |
| Client Accounts | 270 |
Address
125 NEWBURY ST
BOSTON MA 02116
Phone
888-777-0535
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$91M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$91M
| 42.1% |
| 18.7% |
| 3.7% |
| Total Accounts | 270 | 6.6% | 6.8% | 5.8% |
| Avg Account Size | $336,612.815 | 38.0% | 12.8% | +2.2% |
| Employees | 8 | 20.0% | 4.0% | 10.6% |
| AUM / Employee | $11M | 27.6% | 15.4% | +7.7% |
Client AUM Segments | |||||
| Wealth AUM | $4M | +27.4% | 61.5% | — | |
| Institutional AUM | $1M | 98.2% | 74.5% | — | |
| Other AUM | $86M | +11.3% | +51.2% | 4.9% | |
Client Count Segments | |||||
| HNW Clients | 6 | 25.0% | 71.7% | — | |
| Institutional | 1 | 0.0% | 0.0% | — | |
| Individuals | 2 | +100.0% | — | — | |