$244.4M Total AUM
$244.4M Disc. AUM
6.2% 3Y CAGR
16 Employees
106 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · US Bank
- Clients
- Retail and Institutional
- Platforms
- MomentumEmber
- Established Date
- 11-01-2020
- Office Locations
- 8
Office Locations
925 Paseo DE Peralta Santa FE NM
-- Aurora CO
-- Austin TX
About City Different Investments
City Different Investments is a Santa FE-based RIA with 8 offices. The firm has been operating for 5 years. Managing $244.4M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Portfolio Construction.
Team overview
45 AVG AGE
$27.2M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.2 yrs AVG TENURE
16 Employees
9 Advisory Reps
9 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Bridge frontier Focus Pathway
Client Personas
Legacy foundation
CRM
Wave
Custodian
Timber capital
Investment Themes
Unison Beacon Harbor
Investment Vehicles
Harbor
Services
Pathway unison Bridge delta
Technology
Horizon North
Owner & Executives
CONNOR RYAN BROWNE
Chief Executive Officer, DIRECTOR, Founder, Portfolio Manager
- CRD
- #4441922
- Ownership
- Less than 5%
(327) 347-4048
oak.ridge@fusioncapital.com
in linkedin.com/in/delta-atlas
R
RANDALL LEON DRY
DIRECTOR
- CRD
- #2936145
- Ownership
- Less than 5%
(533) 952-9210
beacon.insight@quantumcapital.com
in linkedin.com/in/timber-pioneer
E
Element momentum
Oak harbor fusion
- CRD
- #30660
- Ownership
- 16.5%
(371) 652-4543
signal.element@deltacapital.com
in linkedin.com/in/insight-beacon
Showing 2 of 7 owners & executives
Unlock allContacts
C
COREY ALLEN DRY
--
- CRD
- #6319575
(242) 702-4429
peak.vital@pioneercapital.com
in linkedin.com/in/foundation-vital
J
Jong Hsien Lim
--
- CRD
- #7282036
(388) 849-9089
ridge.vector@atlascapital.com
in linkedin.com/in/zenith-horizon
C
Capital momentum
Matrix element
- CRD
- #41531
(789) 744-6626
radial.pioneer@quantumcapital.com
in linkedin.com/in/timber-delta
Showing 2 of 16 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $244,435,498 | $1,373,233 |
| Non-Discretionary | $0 | -- |
| Total | $244,435,498 | $1,373,233 |
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Separately Managed Accounts
Total SMA Asset: $187,418,442
Municipal Bonds:
18.5% Equity - Exchange:
7.9% U.S. Government/Agency:
18.5% Public Funds:
21.0% Corporate - Investment Grade:
13.9% Cash:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,426,598,253 | 18.5% |
| Equity - Exchange | $609,196,011 | 7.9% |
| U.S. Government/Agency | $1,426,598,253 | 18.5% |
| Public Funds | $1,619,381,800 | 21.0% |
| Corporate - Investment Grade | $1,071,876,525 | 13.9% |
| Cash | $1,557,691,064 | 20.2% |
| Total | $7,711,341,906 | 100.0% |