DIGITAL BRIDGE ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $14.60B |
| Discretionary | $12.63B87% of AUM |
| Non-Discretionary | $1.97B |
| Client Accounts | 48 |
| Avg Account Size | $304.2M |
| Employees | 174 |
| Peak AUM | $14.60BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14.6B | +16.6% | +12.5% | +16.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $14.60B |
| Discretionary | $12.63B |
| Employees | 174 |
| Client Accounts | 48 |
Contact & Location
Address
750 PARK OF COMMERCE DRIVE
BOCA RATON FL 33487
Phone
561-570-4644
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$12.6B
86.5% of AUM
Non-Discretionary
$2.0B
13.5% of AUM
Disc. mix ▲ 10.0pp 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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
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