DBA: GTIS PARTNERS
| Total AUM | $2.19B |
| Discretionary | $1.53B70% of AUM |
| Non-Discretionary | $658.5M |
| Client Accounts | 40 |
| Avg Account Size | $54.7M |
| Employees | 92 |
| Peak AUM | $3.80BMar 2018 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | +1.6% | 6.2% | 7.2% | |
| Discretionary AUM | |||||
| Total AUM | $2.19B |
| Discretionary | $1.53B |
| Employees | 92 |
| Client Accounts | 40 |
Address
787 SEVENTH AVENUE
NEW YORK NY 10019
Phone
212-220-5200
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.5B
69.9% of AUM
Non-Discretionary
$659M
30.1% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Custody
| +2.7% /yrover 15 yrs · 36 filings |
Total AUM
$2.2B
| $1.5B |
| +3.2% |
| 7.8% |
| 11.2% |
| Non-Disc. AUM | $659M | 2.1% | 2.0% | +9.9% |
| Total Accounts | 40 | 7.0% | 3.8% | 2.8% |
| Avg Account Size | $55M | +9.2% | 2.4% | 4.5% |
| Employees | 92 | 6.1% | 1.1% | +1.8% |
| AUM / Employee | $24M | +8.2% | 5.2% | 8.8% |
Client AUM Segments | |||||
| Institutional AUM | $713M | +13.6% | +3.3% | +13.2% | |
| Fund / Pooled AUM | $1.5B | +1.9% | 9.1% | 11.7% | |
| Other AUM | $8M | 91.3% | 47.6% | 32.1% | |
Client Count Segments | |||||
| Pooled / Fund | 25 | 16.7% | 5.9% | 4.2% | |