DBA: COX CAPITAL MANAGEMENT
| Total AUM | $8.1M |
| Discretionary | $8.1M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $4.1M |
| Employees | 4 |
| Peak AUM | $426.0MMar 2018 |
| AUM CAGR | -11.9% /yrover 15 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $8M | +141.2% | 8.5% | 1.8% | |
| Discretionary AUM | |||||
| Total AUM | $8.1M |
| Discretionary | $8.1M |
| Employees | 4 |
| Client Accounts | 2 |
Address
RUA JOAQUIM FLORIANO, 466 - CJ 1203
S?O PAULO 04534-002
Brazil
Phone
+55.11.3321.7100
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$8M
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
$8M
| $8M |
| +141.2% |
| 8.5% |
| 1.8% |
| Total Accounts | 2 | 0.0% | 12.6% | 13.2% |
| Avg Account Size | $4M | +141.2% | +4.7% | +13.0% |
| Employees | 4 | 0.0% | 12.6% | 10.8% |
| AUM / Employee | $2M | +141.2% | +4.7% | +10.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $8M | +141.2% | 8.5% | 1.8% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 12.6% | 13.2% | |