CONNOR CAPITAL SB, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $196.7M |
| Discretionary | $196.7M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $24.6M |
| Employees | 4 |
| Peak AUM | $212.6MMar 2025 |
| AUM CAGR | +4.3% /yrover 2 yrs · 19 filings |
AUM by Client Type
Total AUM
$197M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | 7.5% | — | — | |
| Discretionary AUM | $197M | ||||
Key Metrics
| Total AUM | $196.7M |
| Discretionary | $196.7M |
| Employees | 4 |
| Client Accounts | 8 |
| Client Range | 0 |
Contact & Location
Address
1236 COAST VILLAGE CIRCLE
SANTA BARBARA CA 93108
Phone
805.324.4073
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$197M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp 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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm