C-III INVESTMENT MANAGEMENT LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.47B |
| Discretionary | $1.96B80% of AUM |
| Non-Discretionary | $503.6M |
| Client Accounts | 9 |
| Avg Account Size | $273.9M |
| Employees | 80 |
| Peak AUM | $5.08BMar 2012 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | 19.3% | 16.4% | 11.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.47B |
| Discretionary | $1.96B |
| Employees | 80 |
| Client Accounts | 9 |
Contact & Location
Address
717 FIFTH AVENUE
NEW YORK NY 10022
Phone
212-705-5000
Filing History
56 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.0B
79.6% of AUM
Non-Discretionary
$504M
20.4% of AUM
Disc. mix ▼ 3.9pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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