DBA: VCFA GROUP
| Total AUM | $409.6M |
| Discretionary | $409.6M100% of AUM |
| Client Accounts | 9 |
| Avg Account Size | $45.5M |
| Employees | 9 |
| Peak AUM | $516.9MFeb 2012 |
| AUM CAGR | -1.6% /yrover 14 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $410M | +44.0% | +28.8% | +19.2% | |
| Discretionary AUM | |||||
| Total AUM | $409.6M |
| Discretionary | $409.6M |
| Employees | 9 |
| Client Accounts | 9 |
| Client Range | 0 |
Address
126 E. 56TH ST.
NEW YORK NY 10022
Phone
212-838-5577
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$410M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$410M
| $410M |
| +44.0% |
| +28.8% |
| +19.2% |
| Total Accounts | 9 | +28.6% | +8.7% | 0.0% |
| Avg Account Size | $46M | +12.0% | +18.4% | +19.2% |
| Employees | 9 | +12.5% | +4.0% | 2.1% |
| AUM / Employee | $46M | +28.0% | +23.8% | +21.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $410M | +44.0% | +28.8% | +19.2% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | +14.3% | 0.0% | +5.9% | |