DBA: DUCENTA SQUARED ASSET MANAGEMENT
| Total AUM | $3.35B |
| Discretionary | $3.21B96% of AUM |
| Non-Discretionary | $137.0M |
| Client Accounts | 457 |
| Avg Account Size | $7.3M |
| Employees | 15 |
| Peak AUM | $3.57BMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.3B | +5.7% | +4.1% | +1.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.35B |
| Discretionary | $3.21B |
| Employees | 15 |
| Client Accounts | 457 |
| Client Range | 0 |
Address
2240 E. MAPLE AVE
EL SEGUNDO CA 90245
Phone
(213) 687-9170
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.2B
95.9% of AUM
Non-Discretionary
$137M
4.1% of AUM
Disc. mix ▲ 4.3pp vs 1 year ago
No related registrations reported
| +0.5% /yrover 6 yrs · 18 filings |
Total AUM
$3.3B
| $3.2B |
| +10.7% |
| +2.7% |
| +0.5% |
| Non-Disc. AUM | $137M | 48.5% | — | — |
| Total Accounts | 457 | 2.1% | 2.6% | 5.2% |
| Avg Account Size | $7M | +8.0% | +6.9% | +6.9% |
| Employees | 15 | 21.1% | 5.9% | 4.6% |
| AUM / Employee | $223M | +33.9% | +10.6% | +6.2% |
Client AUM Segments | |||||
| Wealth AUM | $565M | +91.0% | +39.3% | +15.9% | |
| Institutional AUM | $2.6B | +1.8% | +1.4% | +1.9% | |
| Other AUM | $137M | 49.7% | 15.0% | 16.7% | |
Client Count Segments | |||||
| HNW Clients | 424 | +26.6% | +9.5% | +3.2% | |
| Institutional | 32 | 75.6% | 42.6% | 32.7% | |