DBA: TAIKA CAPITAL
| Total AUM | $144.4M |
| Discretionary | $144.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $36.1M |
| Employees | 5 |
| Peak AUM | $256.6MMar 2023 |
| AUM CAGR | -2.4% /yrover 3 yrs · 13 filings |
Total AUM
$144M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $144M | 42.0% | 2.6% | — | |
| Discretionary AUM | $144M | ||||
| Total AUM | $144.4M |
| Discretionary | $144.4M |
| Employees | 5 |
| Client Accounts | 4 |
Address
16690 COLLINS AVENUE
SUNNY ISLES BEACH FL 33160
Phone
305-420-6274
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$144M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 42.0% |
| 2.6% |
| — |
| Total Accounts | 4 | 20.0% | 0.0% | — |
| Avg Account Size | $36M | 27.5% | 2.6% | — |
| Employees | 5 | 0.0% | 10.6% | — |
| AUM / Employee | $29M | 42.0% | +9.0% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $144M | 42.0% | 2.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 20.0% | 0.0% | — | |