PROTOCOL VC LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $350.4M |
| Discretionary | $3.8M1% of AUM |
| Non-Discretionary | $346.7M |
| Client Accounts | 5 |
| Avg Account Size | $70.1M |
| Employees | 2 |
| Peak AUM | $350.7MFeb 2025 |
AUM by Client Type
Total AUM
$350M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $350M | 0.1% | — | — | |
| Discretionary AUM | $4M | ||||
Key Metrics
| Total AUM | $350.4M |
| Discretionary | $3.8M |
| Employees | 2 |
| Client Accounts | 5 |
Contact & Location
Phone
415-370-5155
Filing History
7 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$4M
1.1% of AUM
Non-Discretionary
$347M
98.9% of AUM
Disc. mix ▲ 0.8pp 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
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Law Firm