DBA: CARRICK CAPITAL PARTNERS
| Total AUM | $2.08B |
| Discretionary | $2.08B100% of AUM |
| Client Accounts | 31 |
| Avg Account Size | $67.1M |
| Employees | 17 |
| Peak AUM | $2.08BMar 2026 |
| AUM CAGR | +9.2% /yrover 6 yrs · 21 filings |
Total AUM
$2.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +27.0% | +18.8% | +11.0% | |
| Discretionary AUM | |||||
| Total AUM | $2.08B |
| Discretionary | $2.08B |
| Employees | 17 |
| Client Accounts | 31 |
Address
ONE CALIFORNIA STREET
SAN FRANCISCO CA 94111
Phone
415-432-4100
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $2.1B |
| +27.0% |
| +18.8% |
| +11.0% |
| Total Accounts | 31 | +3.3% | +10.5% | +12.8% |
| Avg Account Size | $67M | +22.9% | +7.6% | 1.6% |
| Employees | 17 | 0.0% | 3.6% | 7.4% |
| AUM / Employee | $122M | +27.0% | +23.3% | +19.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +27.0% | +18.8% | +11.0% | |
Client Count Segments | |||||
| Pooled / Fund | 31 | +3.3% | +10.5% | +12.8% | |