DBA: SEAF
| Total AUM | $187.1M |
| Discretionary | $187.1M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $18.7M |
| Employees | 51 |
| Peak AUM | $416.9MFeb 2012 |
| AUM CAGR | -5.5% /yrover 14 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $187M | 6.5% | +16.0% | 9.9% | |
| Discretionary AUM | |||||
| Total AUM | $187.1M |
| Discretionary | $187.1M |
| Employees | 51 |
| Client Accounts | 10 |
Address
1500 K STREET NW
WASHINGTON DC 20005
Phone
202-450-1630
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$187M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$187M
| $187M |
| 6.5% |
| +16.0% |
| 9.9% |
| Total Accounts | 10 | 16.7% | 12.6% | 11.5% |
| Avg Account Size | $19M | +12.2% | +32.7% | +1.8% |
| Employees | 51 | 0.0% | +2.0% | 19.9% |
| AUM / Employee | $4M | 6.5% | +13.6% | +12.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $187M | 6.5% | +16.0% | 9.9% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 33.3% | 12.6% | 11.5% | |