DBA: SYCALE ADVISORS
| Total AUM | $473.1M |
| Discretionary | $473.1M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $52.6M |
| Employees | 6 |
| Peak AUM | $602.6MMar 2022 |
| AUM CAGR | +11.0% /yrover 9 yrs · 19 filings |
Total AUM
$473M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $473M | 7.7% | 5.4% | +2.2% | |
| Discretionary AUM | |||||
| Total AUM | $473.1M |
| Discretionary | $473.1M |
| Employees | 6 |
| Client Accounts | 9 |
Address
505 PARK AVENUE
NEW YORK NY 10022
Phone
212-421-1933
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$473M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $473M |
| 7.7% |
| 5.4% |
| +2.2% |
| Total Accounts | 9 | 0.0% | 3.5% | 2.1% |
| Avg Account Size | $53M | 7.7% | 2.1% | +4.3% |
| Employees | 6 | 0.0% | 5.0% | +8.4% |
| AUM / Employee | $79M | 7.7% | 0.4% | 5.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $473M | 7.7% | 5.0% | +2.2% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | 0.0% | +4.0% | 2.1% | |