DRIFTWOOD ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $568.8M |
| Discretionary | $568.8M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $189.6M |
| Employees | 52 |
| Peak AUM | $881.0MMar 2025 |
| AUM CAGR | +18.4% /yrover 6 yrs · 17 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $569M | 35.4% | 2.4% | +8.2% | |
| Discretionary AUM | $569M | ||||
Key Metrics
| Total AUM | $568.8M |
| Discretionary | $568.8M |
| Employees | 52 |
| Client Accounts | 3 |
| Client Range | 0 |
Contact & Location
Address
255 ALHAMBRA CIR, STE 760
CORAL GABLES FL 33134
Phone
305-500-9998
Filing History
17 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
$569M
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)
Law Firm