| Total AUM | $610.4M |
| Discretionary | $574.1M94% of AUM |
| Non-Discretionary | $36.3M |
| Client Accounts | 20 |
| Avg Account Size | $30.5M |
| Employees | 16 |
| Peak AUM | $2.01BMar 2018 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $610M | 8.1% | 21.8% | 18.8% | |
| Discretionary AUM | |||||
| Total AUM | $610.4M |
| Discretionary | $574.1M |
| Employees | 16 |
| Client Accounts | 20 |
Address
61 W PALISADE AVE.
ENGLEWOOD NJ 07631
Phone
212-710-8033, 212-843-8927
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$574M
94.1% of AUM
Non-Discretionary
$36M
5.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Custody
| +6.8% /yrover 15 yrs · 30 filings |
Total AUM
$610M
| $574M |
| 8.3% |
| 21.9% |
| 19.0% |
| Non-Disc. AUM | $36M | 5.9% | 19.8% | 15.3% |
| Total Accounts | 20 | 4.8% | 1.6% | 0.0% |
| Avg Account Size | $31M | 3.6% | 20.5% | 18.8% |
| Employees | 16 | +23.1% | 0.0% | 11.2% |
| AUM / Employee | $38M | 25.4% | 21.8% | 8.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $610M | 8.1% | 21.8% | 18.8% | |
Client Count Segments | |||||
| Pooled / Fund | 20 | 4.8% | 1.6% | 0.0% | |