DBA: SM INVESTORS
| Total AUM | $95.1M |
| Discretionary | $95.1M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $13.6M |
| Employees | 2 |
| Peak AUM | $222.2MMar 2017 |
| AUM CAGR | -0.6% /yrover 15 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $95M | +14.8% | 8.3% | 10.0% | |
| Discretionary AUM | |||||
| Total AUM | $95.1M |
| Discretionary | $95.1M |
| Employees | 2 |
| Client Accounts | 7 |
Address
7. EAST 60TH STREET
NEW YORK NY 10022
Phone
212-297-2555
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$95M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$95M
| $95M |
| +14.8% |
| 8.3% |
| 10.0% |
| Total Accounts | 7 | 0.0% | 8.0% | 2.6% |
| Avg Account Size | $14M | +14.8% | 0.3% | 7.5% |
| Employees | 2 | 0.0% | 12.6% | 7.8% |
| AUM / Employee | $48M | +14.8% | +5.0% | 2.4% |
Client AUM Segments | |||||
| Institutional AUM | $12M | 0.0% | 0.9% | 11.2% | |
| Fund / Pooled AUM | $84M | +17.1% | 9.2% | 9.8% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 9.1% | 3.0% | |