DBA: KERSHNER, GROSSO & CO.
| Total AUM | $825.5M |
| Discretionary | $825.1M100% of AUM |
| Non-Discretionary | $351K |
| Client Accounts | 1,418 |
| Avg Account Size | $582K |
| Employees | 6 |
| Peak AUM | $825.5MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $825M | +57.3% | +32.5% | +16.3% | |
| Discretionary AUM | |||||
| Total AUM | $825.5M |
| Discretionary | $825.1M |
| Employees | 6 |
| Client Accounts | 1418 |
Address
480 BROADWAY
SARATOGA SPRING NY 12866-2285
Phone
518-584-2600
Filing History
39 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$825M
100.0% of AUM
Non-Discretionary
$350,598
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +9.7% /yrover 25 yrs · 39 filings |
Total AUM
$825M
| $825M |
| +57.3% |
| +32.5% |
| +16.3% |
| Non-Disc. AUM | $350,598 | +14.0% | +8.5% | 5.1% |
| Total Accounts | 1k | +51.2% | +24.8% | +17.1% |
| Avg Account Size | $582,122.92 | +4.1% | +6.2% | 0.7% |
| Employees | 6 | +50.0% | +26.8% | +14.9% |
| AUM / Employee | $138M | +4.9% | +4.5% | +1.3% |
Client AUM Segments | |||||
| Wealth AUM | $756M | +58.8% | +32.7% | +17.0% | |
| Institutional AUM | $43M | +59.1% | +43.7% | +18.5% | |
| Other AUM | $26M | +22.0% | +16.7% | +1.0% | |
Client Count Segments | |||||
| HNW Clients | 425 | +57.4% | +34.0% | +24.2% | |
| Institutional | 37 | +37.0% | +39.6% | +21.5% | |
| Individuals | 100 | +11.1% | +8.4% | +6.8% | |