DBA: HONEYTREE INVESTMENT MANAGEMENT
| Total AUM | $13.6M |
| Discretionary | $13.6M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $1.1M |
| Employees | 3 |
| Peak AUM | $13.6MNov 2025 |
| AUM CAGR | +39.5% /yrover 5 yrs · 11 filings |
Total AUM
$14M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14M | +7.5% | +38.8% | +39.5% | |
| Discretionary AUM | |||||
| Total AUM | $13.6M |
| Discretionary | $13.6M |
| Employees | 3 |
| Client Accounts | 12 |
Phone
416-528-8369
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$14M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $14M |
| +7.5% |
| +38.8% |
| +39.5% |
| Total Accounts | 12 | 0.0% | +9.8% | 0.0% |
| Avg Account Size | $1M | +7.5% | +26.4% | +39.5% |
| Employees | 3 | 0.0% | +14.1% | +9.1% |
| AUM / Employee | $5M | +7.5% | +21.7% | +27.9% |
Client AUM Segments | |||||
| Wealth AUM | $5M | 3.2% | +2.1% | +13.9% | |
| Fund / Pooled AUM | $8M | +15.6% | — | — | |
Client Count Segments | |||||
| HNW Clients | 6 | 0.0% | +6.1% | — | |
| Pooled / Fund | 1 | 0.0% | — | — | |
| Individuals | 5 | 0.0% | — | — | |