First year AUM

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Mar 30, 2006 7:56 am

What is a fair, good, great and 'knocking the ball out of the park" # for AUM after your first 12 months.

I want to gauge my performance.



Mar 30, 2006 11:50 am

Break it down by month...

fair-300,000/ mo =3,600,000/yr



This all depends on your situation.  If you have great contacts all of these number should be increased.  If you are young with no contacts this is what you should shoot for.  Just my 50 cents.

Mar 30, 2006 11:52 am

Depends on your firm and the products you’re selling.

When I evaluate candidates, $15M in 12 months is considered “top shelf”.

Mar 30, 2006 12:06 pm

JCadieux what is top shelf after 3 years?

Mar 30, 2006 7:56 pm

yea you don’t see that number too often, I guarantee it.

Mar 31, 2006 3:52 pm

[quote=fired?]JCadieux what is top shelf after 3 years?[/quote]

It really depends on what you’re selling, and what the firm says “counts” towards your AUM.

Give me a call and I’ll get you a figure.