INDIGO PARTNERS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.66B |
| Discretionary | $1.66B100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $78.9M |
| Employees | 8 |
| Peak AUM | $6.71BMar 2020 |
| AUM CAGR | -2.4% /yrover 10 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | 43.3% | 22.7% | 24.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.66B |
| Discretionary | $1.66B |
| Employees | 8 |
| Client Accounts | 21 |
Contact & Location
Address
5745 N SCOTTSDALE RD
SCOTTSDALE AZ 85250
Phone
602-224-1500
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp 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
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Investment AdviserLaw Firm