DBA: LONGEVITY CAPITAL MANAGEMENT
| Total AUM | $184.2M |
| Discretionary | $172.8M94% of AUM |
| Non-Discretionary | $11.4M |
| Client Accounts | 254 |
| Avg Account Size | $725K |
| Employees | 3 |
| Peak AUM | $184.2MMar 2026 |
Total AUM
$184M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | +15.1% | — | — | |
| Discretionary AUM | $173M | ||||
| Total AUM | $184.2M |
| Discretionary | $172.8M |
| Employees | 3 |
| Client Accounts | 254 |
| Client Range | 11-25 |
Address
515 MARIN STREET
THOUSAND OAKS CA 91360
Phone
805-917-6771
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$173M
93.8% of AUM
Non-Discretionary
$11M
6.2% of AUM
Disc. mix ▼ 0.5pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $11M | +25.4% | — | — |
| Total Accounts | 254 | +43.5% | — | — |
| Avg Account Size | $725,021.543 | 19.8% | — | — |
| Employees | 3 | 0.0% | 11.2% | — |
| AUM / Employee | $61M | +15.1% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $141M | +12.6% | — | — | |
| Institutional AUM | $43M | +24.3% | — | — | |
Client Count Segments | |||||
| HNW Clients | 17 | +21.4% | — | — | |
| Institutional | 5 | 0.0% | — | — | |
| Individuals | 165 | +4.4% | — | — | |