SHE DDF1 MANAGER LLC
DBA: SAFE HARBOR CAPITAL PARTNERS
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $343.8M |
| Discretionary | $343.8M100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $49.1M |
| Employees | 23 |
| Peak AUM | $355.4MMar 2025 |
| AUM CAGR | +21.0% /yrover 6 yrs · 14 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $344M | 3.3% | +17.2% | +29.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $343.8M |
| Discretionary | $343.8M |
| Employees | 23 |
| Client Accounts | 7 |
Contact & Location
Address
2900 SW 28TH TERRACE
COCONUT GROVE FL 33133
Phone
786-230-1609
Filing History
14 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
$344M
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 CustodySurprise Exam
Related Entities (Item 7)
Law Firm