| Total AUM | $12.27B |
| Discretionary | $12.27B100% of AUM |
| Client Accounts | 62 |
| Avg Account Size | $197.9M |
| Employees | 35 |
| Peak AUM | $15.47BJun 2022 |
| AUM CAGR | +15.2% /yrover 7 yrs · 12 filings |
Total AUM
$12.3B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $12.3B | +1.9% | 7.4% | +26.4% | |
| Discretionary AUM | $12.3B | ||||
| Total AUM | $12.27B |
| Discretionary | $12.27B |
| Employees | 35 |
| Client Accounts | 62 |
| Client Range | 0 |
Address
KAERNTNER STRASSE 28 L3
VIENNA 1010
Austria
Phone
43 676 3030 961
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$12.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +1.9% |
| 7.4% |
| +26.4% |
| Total Accounts | 62 | 4.6% | 10.0% | 0.3% |
| Avg Account Size | $198M | +6.8% | +2.8% | +26.8% |
| Employees | 35 | 5.4% | 0.9% | 1.6% |
| AUM / Employee | $351M | +7.7% | 6.6% | +28.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $12.3B | +1.9% | 7.4% | +26.4% | |
Client Count Segments | |||||
| Pooled / Fund | 61 | 6.2% | 10.5% | 0.6% | |