DBA: HOFFMAN, ALAN N. INVESTMENT MANAGEMENT
| Total AUM | $183.4M |
| Discretionary | $183.4M100% of AUM |
| Client Accounts | 137 |
| Avg Account Size | $1.3M |
| Employees | 1 |
| Peak AUM | $226.8MJan 2025 |
| AUM CAGR | +7.9% /yrover 25 yrs · 15 filings |
Total AUM
$183M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $183M | 19.2% | +10.3% | +2.7% | |
| Discretionary AUM | |||||
| Total AUM | $183.4M |
| Discretionary | $183.4M |
| Employees | 1 |
| Client Accounts | 137 |
Phone
617-308-5087
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$183M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $183M |
| 19.2% |
| +10.3% |
| +2.7% |
| Total Accounts | 137 | 5.5% | +0.7% | +1.5% |
| Avg Account Size | $1M | 14.4% | +9.4% | +1.2% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $183M | 19.2% | +10.3% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $183M | 19.2% | +10.3% | +2.7% | |
Client Count Segments | |||||
| HNW Clients | 35 | 0.0% | 5.9% | 3.1% | |
| Individuals | 45 | 15.1% | +2.3% | 10.6% | |