DRAKE CAPITAL ADVISORS LLC
Latest filing: Mar 14, 2025 (124 days ago)
AUM
$620,956,000
-5% change vs. 1 year ago
-31% change vs. 3 years ago
-26% change vs. 5 years ago
-30% change vs. 10 years ago
Employee Count
5
-17% change vs. 1 year ago
-17% change vs. 3 years ago
-29% change vs. 5 years ago
-29% change vs. 10 years ago
Main Office
OLD GREENWICH, CT
53 FOREST AVENUE, OLD GREENWICH, CT, UNITED STATES, 6870
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.6 |
| Non-Discretionary | $0.0 |
| Total | $0.6 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.3 |
| Institutional | $0.4 |
| Total | $0.6 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.4 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.4 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 100% | $0.4 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.6 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.6 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.7 | $0.0 | -5% | 6 | -1 | -17% |
| 2023-04-04 | $0.7 | $0.0 | -5% | 6 | -1 | -17% |
| 2022-04-01 | $0.9 | -$0.3 | -31% | 6 | -1 | -17% |
| 2021-04-05 | $0.9 | -$0.3 | -30% | 7 | -2 | -29% |
| 2020-04-01 | $0.8 | -$0.2 | -26% | 7 | -2 | -29% |
| 2019-04-01 | $0.8 | -$0.2 | -24% | 7 | -2 | -29% |
| 2018-04-02 | $0.8 | -$0.2 | -25% | 7 | -2 | -29% |
| 2017-04-01 | $0.9 | -$0.3 | -30% | 7 | -2 | -29% |
| 2016-04-01 | $0.9 | -$0.3 | -32% | 7 | -2 | -29% |
| 2015-04-01 | $0.9 | -$0.3 | -30% | 7 | -2 | -29% |
| 2014-04-01 | $0.8 | -$0.2 | -25% | 7 | -2 | -29% |
| 2013-04-01 | $0.7 | -$0.1 | -14% | 7 | -2 | -29% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-01/23/2006 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV