DBA: EQUITY ARMOR INVESTMENTS
| Total AUM | $184.3M |
| Discretionary | $184.3M100% of AUM |
| Client Accounts | 121 |
| Avg Account Size | $1.5M |
| Employees | 3 |
| Peak AUM | $363.3MMar 2018 |
| AUM CAGR | +8.5% /yrover 12 yrs · 38 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | +7.7% | +5.4% | +6.0% | |
| Discretionary AUM | $184M | ||||
| Total AUM | $184.3M |
| Discretionary | $184.3M |
| Employees | 3 |
| Client Accounts | 121 |
Address
318 WEST ADAMS STREET
CHICAGO IL 60606
Phone
312-318-9191
Filing History
38 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$184M
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
$184M
| +7.7% |
| +5.4% |
| +6.0% |
| Total Accounts | 121 | +34.4% | +96.3% | +34.0% |
| Avg Account Size | $2M | 19.9% | 46.3% | 20.9% |
| Employees | 3 | 25.0% | 0.0% | 0.0% |
| AUM / Employee | $61M | +43.6% | +5.4% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $37M | +28.9% | +43.8% | 2.9% | |
| Fund / Pooled AUM | $70M | +33.1% | 4.8% | +13.5% | |
| Other AUM | $78M | 13.7% | +6.7% | +6.1% | |
Client Count Segments | |||||
| HNW Clients | 89 | +3.5% | +114.6% | +51.9% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |