| Total AUM | $687.6M |
| Discretionary | $687.6M100% of AUM |
| Client Accounts | 31 |
| Avg Account Size | $22.2M |
| Employees | 9 |
| Peak AUM | $711.1MMar 2023 |
| AUM CAGR | +1.8% /yrover 4 yrs · 9 filings |
Total AUM
$688M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $688M | +38.9% | 1.1% | +1.8% | |
| Discretionary AUM | $688M | ||||
| Total AUM | $687.6M |
| Discretionary | $687.6M |
| Employees | 9 |
| Client Accounts | 31 |
Address
853 BROADWAY
NEW YORK NY 10003
Phone
424-371-6926
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$688M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +38.9% |
| 1.1% |
| +1.8% |
| Total Accounts | 31 | +10.7% | 0.0% | 1.6% |
| Avg Account Size | $22M | +25.5% | 1.1% | +3.4% |
| Employees | 9 | 18.2% | 6.5% | 2.6% |
| AUM / Employee | $76M | +69.8% | +5.7% | +4.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $688M | +38.9% | 1.1% | +1.8% | |
Client Count Segments | |||||
| Pooled / Fund | 31 | +10.7% | 0.0% | 1.6% | |