SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $100.6M |
| Discretionary | $1K0% of AUM |
| Non-Discretionary | $100.6M |
| Client Accounts | 7 |
| Avg Account Size | $14.4M |
| Employees | 4 |
| Peak AUM | $103.5MMar 2022 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $101M | +8.1% | +16.1% | +3.7% | |
| Discretionary AUM | $1,225 | ||||
Key Metrics
| Total AUM | $100.6M |
| Discretionary | $1,225 |
| Employees | 4 |
| Client Accounts | 7 |
Contact & Location
Address
157 COLUMBUS AVENUE
NEW YORK NY 10023
Phone
917 750-5588
Filing History
10 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1,225
0.0% of AUM
Non-Discretionary
$101M
100.0% 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
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported