DBA: NEWDAY
| Total AUM | $6.5M |
| Discretionary | $6.5M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $2.2M |
| Employees | 2 |
| Peak AUM | $175.4MJun 2024 |
| AUM CAGR | +27.0% /yrover 8 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7M | 96.2% | 61.4% | 43.1% | |
| Discretionary AUM | $7M | ||||
| Total AUM | $6.5M |
| Discretionary | $6.5M |
| Employees | 2 |
| Client Accounts | 3 |
| Client Range | 0 |
Address
9 UNION SQUARE
SOUTHBURY CT 06488
Phone
415-935-0550
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$7M
| 96.2% |
| 61.4% |
| 43.1% |
| Total Accounts | 3 | 88.5% | 51.3% | 69.9% |
| Avg Account Size | $2M | 67.2% | 20.7% | +89.0% |
| Employees | 2 | 77.8% | 37.0% | 12.7% |
| AUM / Employee | $3M | 83.0% | 38.7% | 34.7% |
Client AUM Segments | |||||
| Wealth AUM | $7M | 61.7% | 18.6% | +33.8% | |