G10 LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $4.91B |
| Discretionary | $4.90B100% of AUM |
| Non-Discretionary | $2.9M |
| Client Accounts | 179 |
| Avg Account Size | $27.4M |
| Employees | 49 |
| Peak AUM | $4.91BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.9B | +12.9% | — | — | |
| Discretionary AUM | $4.9B | ||||
Key Metrics
| Total AUM | $4.91B |
| Discretionary | $4.90B |
| Employees | 49 |
| Client Accounts | 179 |
| Client Range | 1-10 |
Contact & Location
Address
217 INTERNATIONAL CIRCLE
HUNT VALLEY MD 21030
Phone
443-541-2440
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4.9B
99.9% of AUM
Non-Discretionary
$3M
0.1% of AUM
Disc. mix ▼ 0.1pp 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
Individuals
Pooled Vehicles
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Related Entities (Item 7)
Investment AdviserLaw Firm