DBA: FIR TREE PARTNERS
| Total AUM | $1.06B |
| Discretionary | $1.06B100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $50.5M |
| Employees | 19 |
| Peak AUM | $18.45BMar 2014 |
| AUM CAGR | -17.5% /yrover 13 yrs · 55 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 46.3% | 40.3% | 24.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.06B |
| Discretionary | $1.06B |
| Employees | 19 |
| Client Accounts | 21 |
Address
500 5TH AVENUE
NEW YORK NY 10110
Phone
(212) 659-4913
Filing History
55 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.1B
| $1.1B |
| 46.3% |
| 40.3% |
| 24.7% |
| Total Accounts | 21 | 36.4% | 14.0% | 0.9% |
| Avg Account Size | $51M | 15.6% | 30.6% | 24.0% |
| Employees | 19 | 38.7% | 18.4% | 16.6% |
| AUM / Employee | $56M | 12.4% | 26.8% | 9.7% |
Client AUM Segments | |||||
| Institutional AUM | $2M | 99.1% | 83.3% | 57.1% | |
| Fund / Pooled AUM | $1.1B | 37.4% | 32.4% | 24.3% | |
| Other AUM | $8M | 88.0% | 80.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 33.3% | 12.6% | 13.8% | |