DBA: C&S INVESTMENT
| Total AUM | $146.2M |
| Discretionary | $146.2M100% of AUM |
| Client Accounts | 20 |
| Avg Account Size | $7.3M |
| Employees | 8 |
| Peak AUM | $146.2MFeb 2026 |
| AUM CAGR | +23.9% /yrover 8 yrs · 15 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $146M | +115.7% | +106.4% | +15.5% | |
| Discretionary AUM | |||||
| Total AUM | $146.2M |
| Discretionary | $146.2M |
| Employees | 8 |
| Client Accounts | 20 |
| Client Range | 0 |
Address
HINTERGASS 19
VADUZ, VADUZ FL9490
Liechtenstein
Phone
+423-384-3600
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$146M
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
$146M
| $146M |
| +115.7% |
| +106.4% |
| +15.5% |
| Total Accounts | 20 | +122.2% | +56.9% | +46.2% |
| Avg Account Size | $7M | 2.9% | +31.6% | 20.9% |
| Employees | 8 | +33.3% | +16.5% | +9.9% |
| AUM / Employee | $18M | +61.8% | +77.2% | +5.2% |
Client AUM Segments | |||||
| Wealth AUM | $4M | — | — | — | — |
| Fund / Pooled AUM | $142M | +109.9% | +104.6% | +14.9% | |
Client Count Segments | |||||
| Pooled / Fund | 15 | +66.7% | +42.9% | +38.0% | |