| Total AUM | $4.47B |
| Discretionary | $4.47B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $2.23B |
| Employees | 290 |
| Peak AUM | $4.47BFeb 2026 |
| AUM CAGR | +1755.6% /yrover 4 yrs · 7 filings |
Total AUM
$4.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.5B | +1334.1% | +198.5% | — | |
| Discretionary AUM | $4.5B | ||||
| Total AUM | $4.47B |
| Discretionary | $4.47B |
| Employees | 290 |
| Client Accounts | 2 |
Address
ONE VANDERBILT AVENUE
NEW YORK NY 10017
Phone
646-735-4293
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +1334.1% |
| +198.5% |
| — |
| Total Accounts | 2 | +100.0% | +26.8% | — |
| Avg Account Size | $2.2B | +617.1% | +135.3% | — |
| Employees | 290 | +34.3% | +15.4% | +30.3% |
| AUM / Employee | $15M | +968.2% | +158.7% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.5B | +1334.1% | +198.5% | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | +100.0% | +26.8% | — | |