DBA: ENHANCED HEALTHCARE MANAGEMENT COMPANY
| Total AUM | $1.38B |
| Discretionary | $1.38B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $105.9M |
| Employees | 18 |
| Peak AUM | $1.38BMar 2026 |
| AUM CAGR | +6.3% /yrover 14 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +18.2% | +8.1% | +5.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.38B |
| Discretionary | $1.38B |
| Employees | 18 |
| Client Accounts | 13 |
Address
233 WILSHIRE BOULEVARD
SANTA MONICA CA 90401
Phone
(929) 242-5196
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.4B
| $1.4B |
| +18.2% |
| +8.1% |
| +5.8% |
| Total Accounts | 13 | +30.0% | 0.0% | 0.0% |
| Avg Account Size | $106M | 9.1% | +8.1% | +5.8% |
| Employees | 18 | +20.0% | +6.1% | +8.4% |
| AUM / Employee | $76M | 1.5% | +1.9% | 2.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.4B | +18.2% | +8.1% | +5.8% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | +30.0% | 0.0% | 0.0% | |