| Total AUM | $2.64B |
| Discretionary | $2.64B100% of AUM |
| Client Accounts | 543 |
| Avg Account Size | $4.9M |
| Employees | 16 |
| Peak AUM | $3.53BJun 2022 |
| AUM CAGR | +11.8% /yrover 24 yrs · 60 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.6B | 19.9% | 9.3% | +3.8% | |
| Discretionary AUM | $2.6B | ||||
| Total AUM | $2.64B |
| Discretionary | $2.64B |
| Employees | 16 |
| Client Accounts | 543 |
Address
575 LEXINGTON AVENUE
NEW YORK NY 10022-3212
Phone
212-344-3300
Filing History
60 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$2.6B
| 19.9% |
| 9.3% |
| +3.8% |
| Total Accounts | 543 | 1.8% | +2.2% | +4.6% |
| Avg Account Size | $5M | 18.4% | 11.3% | 0.8% |
| Employees | 16 | +6.7% | +4.6% | +2.7% |
| AUM / Employee | $165M | 24.9% | 13.2% | +1.1% |
Client AUM Segments | |||||
| Wealth AUM | $1.2B | 7.5% | 3.5% | +8.3% | |
| Institutional AUM | $680M | 12.8% | 3.1% | +8.6% | |
| Fund / Pooled AUM | $787M | 36.9% | 19.0% | 3.8% | |
Client Count Segments | |||||
| Institutional | 47 | +9.3% | 2.0% | +1.3% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 313 | +14.2% | +4.2% | +6.0% | |