SBAUER FUNDS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $61.3M |
| Discretionary | $61.3M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $61.3M |
| Employees | 7 |
| Peak AUM | $218.0MMar 2010 |
AUM by Client Type
Total AUM
$61M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $61M | +2.6% | +19.1% | +26.7% | |
| Discretionary AUM | $61M | ||||
Key Metrics
| Total AUM | $61.3M |
| Discretionary | $61.3M |
| Employees | 7 |
| Client Accounts | 1 |
Contact & Location
Address
580 E. CARMEL DR.
CARMEL IN 46032
Phone
317-814-5000
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$61M
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)
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported