PROEM ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $474.1M |
| Discretionary | $474.1M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $94.8M |
| Employees | 5 |
| Peak AUM | $474.1MMar 2026 |
| AUM CAGR | +57.4% /yrover 1 yrs · 14 filings |
AUM by Client Type
Total AUM
$474M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $474M | +82.9% | — | — | |
| Discretionary AUM | $474M | ||||
Key Metrics
| Total AUM | $474.1M |
| Discretionary | $474.1M |
| Employees | 5 |
| Client Accounts | 5 |
Contact & Location
Address
3860 W. NORTHWEST HWY
DALLAS TX 75220
Phone
214-706-9344
Filing History
14 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$474M
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
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm