MARY & PIP INVESTMENTS, LLC
DBA: MARY & PIP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2K |
| Discretionary | $2K100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $316.286 |
| Employees | 2 |
| Peak AUM | $2KJun 2026 |
| AUM CAGR | +554.0% /yrover 1 yrs · 10 filings |
AUM by Client Type
Total AUM
$2,214
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2,214 | — | — | — | |
| Discretionary AUM | $2,214 | — | |||
Key Metrics
| Total AUM | $2,214 |
| Discretionary | $2,214 |
| Employees | 2 |
| Client Accounts | 7 |
Contact & Location
Phone
212-281-9546
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2,214
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
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
High Net Worth
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported