DERBEND ASSET MANAGEMENT
  • DERBEND ASSET MANAGEMENT
  • DAM2019, LLC
  • DERBEND ASSET MANAGEMENT L.L.C.

Adviser Profile

As of Date 08/25/2024
Registration status Terminated
ADV Location PEACHTREE CITY, GA, United States
Contact Info 770 xxxxxxx
Websites
AUM* 290,128,313 51%
of that, discretionary 289,006,623 51%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 289,261 -24%
% High Net Worth 17.27% 58%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

289M 248M 206M 165M 124M 83M 41M
2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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