RIZVI TRAVERSE MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.29B |
| Discretionary | $1.29B100% of AUM |
| Client Accounts | 38 |
| Avg Account Size | $33.8M |
| Employees | 9 |
| Peak AUM | $4.91BMar 2014 |
| AUM CAGR | +0.3% /yrover 14 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.3B | +146.0% | +51.9% | 0.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.29B |
| Discretionary | $1.29B |
| Employees | 9 |
| Client Accounts | 38 |
Contact & Location
Address
801 NORTHPOINT PARKWAY
WEST PALM BEACH FL 33407
Phone
248-594-4751
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.3B
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
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