CAPITAL FORMATION ADVISERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $68.4M |
| Discretionary | $38.9M57% of AUM |
| Non-Discretionary | $29.6M |
| Client Accounts | 6 |
| Avg Account Size | $11.4M |
| Employees | 1 |
| Peak AUM | $4.38BMar 2008 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $68M | +4.2% | +3.1% | +3.6% | |
| Discretionary AUM | $39M | ||||
Key Metrics
| Total AUM | $68.4M |
| Discretionary | $38.9M |
| Employees | 1 |
| Client Accounts | 6 |
| Client Range | 0 |
Contact & Location
Phone
9177631307
Filing History
28 ADV Part 1 submissions
Fee Structure
HourlyFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$39M
56.8% of AUM
Non-Discretionary
$30M
43.2% of AUM
Disc. mix ▲ 5.1pp 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
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Other Registrations
Commodity Trading Advisor