RIA Intel›Advisers›California›GIVEN CAPITAL MANAGEMENT, LLC

GIVEN CAPITAL MANAGEMENT, LLC

SEC RegisteredAdvisory

CARMEL, CA

Data as of Feb 22, 2012 · Source: SEC Form ADV

Rank in CA
#3,722
of 5,480 advisers by AUM
AUM change, 1 year
-1.3%
32nd percentile in CA
AUM CAGR, 3 year
+5.8%
compound annual growth
Average account
$337K
across 115 accounts
Filing history
21
filings since 2005

Source: SEC Form ADV. Figures as filed Feb 22, 2012.

Total AUM
$39M
1-Year AUM Growth
-1.3%
3-Year CAGR
+5.8%
Employees
0
Assets Under Management
Total AUM$39M
Discretionary AUM$38M
Non-Discretionary AUM$907K
Discretionary %97.7%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingMay 13, 2005
Latest FilingFeb 22, 2012
Full AUM trend chart and 21 historical filings spanning 7+ years
Included with Pro →
Registration
SEC RegisteredYes
Exempt ReportingNo
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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