| Total AUM | $487.2M |
| Discretionary | $468.0M96% of AUM |
| Non-Discretionary | $19.2M |
| Client Accounts | 12 |
| Avg Account Size | $40.6M |
| Employees | 26 |
| Peak AUM | $649.0MJun 2016 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $487M | +22.4% | +12.9% | +9.0% | |
| Discretionary AUM | |||||
| Total AUM | $487.2M |
| Discretionary | $468.0M |
| Employees | 26 |
| Client Accounts | 12 |
Address
100 LIGHT STREET
BALTIMORE MD 21202-1099
Phone
410-727-4083
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$468M
96.1% of AUM
Non-Discretionary
$19M
3.9% of AUM
Disc. mix ▼ 1.3pp vs 1 year ago
Custody
| +2.9% /yrover 16 yrs · 52 filings |
Total AUM
$487M
| $468M |
| +20.8% |
| +11.4% |
| +8.2% |
| Non-Disc. AUM | $19M | +83.3% | — | — |
| Total Accounts | 12 | 0.0% | 4.9% | 1.6% |
| Avg Account Size | $41M | +22.4% | +18.6% | +10.8% |
| Employees | 26 | 3.7% | 3.5% | 1.5% |
| AUM / Employee | $19M | +27.1% | +16.9% | +10.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $487M | +22.4% | +12.9% | +9.0% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | 4.9% | 1.6% | |