| Total AUM | $248.1M |
| Discretionary | $248.1M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $62.0M |
| Employees | 12 |
| Peak AUM | $248.1MMar 2026 |
| AUM CAGR | +4078.5% /yrover 5 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $248M | +3.6% | +68.3% | +4078.5% | |
| Discretionary AUM | |||||
| Total AUM | $248.1M |
| Discretionary | $248.1M |
| Employees | 12 |
| Client Accounts | 4 |
Address
100 PARK AVENUE
NEW YORK NY 10017
Phone
929-626-8036
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$248M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$248M
| $248M |
| +3.6% |
| +68.3% |
| +4078.5% |
| Total Accounts | 4 | 20.0% | 6.8% | 0.0% |
| Avg Account Size | $62M | +29.5% | +80.5% | +4078.5% |
| Employees | 12 | 0.0% | +2.8% | +12.0% |
| AUM / Employee | $21M | +3.6% | +63.7% | +3630.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $248M | +3.6% | +68.3% | +4078.5% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 20.0% | 6.8% | 0.0% | |