DBA: RECORD CURRENCY MANAGEMENT INC
| Total AUM | $17.42B |
| Discretionary | $17.42B100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $2.18B |
| Employees | 5 |
| Peak AUM | $19.33BJun 2024 |
| AUM CAGR | +33.0% /yrover 12 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $17.4B | 0.0% | +4.3% | +7.8% | |
| Discretionary AUM | $17.4B | ||||
| Total AUM | $17.42B |
| Discretionary | $17.42B |
| Employees | 5 |
| Client Accounts | 8 |
Address
115 BROADWAY
NEW YORK NY 10004
Phone
+44 7873 621078
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$17.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$17.4B
| 0.0% |
| +4.3% |
| +7.8% |
| Total Accounts | 8 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $2.2B | 0.0% | +4.3% | +7.8% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $3.5B | 0.0% | +4.3% | +7.8% |
Client AUM Segments | |||||
| Institutional AUM | $17.3B | 0.0% | +4.0% | +8.6% | |
| Fund / Pooled AUM | $124M | 0.0% | — | 26.0% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | 13.6% | |