FELL CAPITAL MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $161.8M |
| Discretionary | $161.8M100% of AUM |
| Client Accounts | 180 |
| Avg Account Size | $899K |
| Employees | 1 |
| Peak AUM | $175.0MMar 2025 |
| AUM CAGR | +2.9% /yrover 25 yrs · 36 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $162M | 7.5% | +4.6% | +1.4% | |
| Discretionary AUM | $162M | ||||
Key Metrics
| Total AUM | $161.8M |
| Discretionary | $161.8M |
| Employees | 1 |
| Client Accounts | 180 |
| Client Range | 0 |
Contact & Location
Address
1001 DOVE STREET, SUITE 230
NEWPORT BEACH CA 92660
Phone
949-476-5056
Filing History
36 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$162M
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
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm