MILLBANK DARTMOOR PORTSMOUTH LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $263.2M |
| Discretionary | $263.2M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $65.8M |
| Employees | 3 |
| Peak AUM | $308.5MMar 2023 |
AUM by Client Type
Total AUM
$263M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $263M | +12.6% | 5.2% | +19.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $263.2M |
| Discretionary | $263.2M |
| Employees | 3 |
| Client Accounts | 4 |
| Client Range | 0 |
Contact & Location
Address
22 SOUTH PACK SQUARE
ASHEVILLE NC 28801
Phone
828-499-7222
Filing History
11 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$263M
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
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported