| Total AUM | $279.4M |
| Discretionary | $279.4M100% of AUM |
| Client Accounts | 584 |
| Avg Account Size | $478K |
| Employees | 1 |
| Peak AUM | $279.4MJan 2026 |
| AUM CAGR | +9.0% /yrover 24 yrs · 30 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $279M | +8.8% | +10.3% | +7.1% | |
| Discretionary AUM | $279M | ||||
| Total AUM | $279.4M |
| Discretionary | $279.4M |
| Employees | 1 |
| Client Accounts | 584 |
| Client Range | 101-250 |
Address
1650 BROADWAY
NEW YORK NY 10019
Phone
212-315-0345
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$279M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$279M
| +8.8% |
| +10.3% |
| +7.1% |
| Total Accounts | 584 | 4.1% | +0.2% | +2.3% |
| Avg Account Size | $478,415.788 | +13.5% | +10.1% | +4.6% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $279M | +8.8% | +10.3% | +7.1% |
Client AUM Segments | |||||
| Wealth AUM | $278M | +8.6% | +10.2% | +7.0% | |
| Institutional AUM | $1M | +61.1% | +27.5% | +57.2% | |
Client Count Segments | |||||
| HNW Clients | 105 | 13.2% | 2.5% | +2.3% | |
| Institutional | 6 | — | +26.8% | +25.5% | |
| Individuals | 80 | +15.9% | +8.5% | +4.1% | |