DBA: ROSENBLATT GLOBAL ADVISORS
| Total AUM | $1.0M |
| Discretionary | $1.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.0M |
| Employees | 4 |
| Peak AUM | $152.1MMar 2024 |
Total AUM
$1M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1M | 99.3% | 50.9% | — | |
| Discretionary AUM | $1M | ||||
| Total AUM | $1.0M |
| Discretionary | $1.0M |
| Employees | 4 |
| Client Accounts | 1 |
Address
40 WALL STREET
NEW YORK NY 10005-1304
Phone
212-607-3100
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 99.3% |
| 50.9% |
| — |
| Total Accounts | 1 | 66.7% | 0.0% | — |
| Avg Account Size | $1M | 97.9% | 50.9% | — |
| Employees | 4 | 0.0% | 7.2% | +6.9% |
| AUM / Employee | $261,378 | 99.3% | 47.2% | — |
Client AUM Segments | |||||
| Wealth AUM | $1M | 80.5% | — | — | |
Client Count Segments | |||||
| Individuals | 1 | — | — | — | — |