ISOMETRY CAPITAL, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.01B |
| Discretionary | $1.01B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $84.4M |
| Employees | 16 |
| Peak AUM | $1.05BMar 2025 |
| AUM CAGR | +22.1% /yrover 6 yrs · 12 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.0B | 3.3% | +48.4% | +38.2% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.01B |
| Discretionary | $1.01B |
| Employees | 16 |
| Client Accounts | 12 |
Contact & Location
Address
900 THIRD AVENUE
NEW YORK NY 10022
Phone
347-480-2544
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.0B
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
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm