DBA: NOVAWAVE CAPITAL
| Total AUM | $90.0M |
| Discretionary | $80.0M89% of AUM |
| Non-Discretionary | $10.0M |
| Client Accounts | 2 |
| Avg Account Size | $45.0M |
| Employees | 4 |
| Peak AUM | $90.0MMay 2025 |
| AUM CAGR | +9.9% /yrover 1 yrs · 7 filings |
Total AUM
$90M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $90M | +12.5% | — | — | |
| Discretionary AUM | $80M | ||||
| Total AUM | $90.0M |
| Discretionary | $80.0M |
| Employees | 4 |
| Client Accounts | 2 |
Address
149 COMMONWEALTH DR
MENLO PARK CA 94025
Phone
781-710-3455
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$80M
88.9% of AUM
Non-Discretionary
$10M
11.1% of AUM
Disc. mix ▼ 11.1pp vs 1 year ago
Custody
| — |
| — |
| Non-Disc. AUM | $10M | — | — | — |
| Total Accounts | 2 | +100.0% | — | — |
| Avg Account Size | $45M | 43.8% | — | — |
| Employees | 4 | 42.9% | — | — |
| AUM / Employee | $23M | +96.9% | — | — |
Client AUM Segments | |||||
| Institutional AUM | $10M | — | — | — | |
| Fund / Pooled AUM | $80M | 0.0% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | |