| Total AUM | $230.9M |
| Discretionary | $230.9M100% of AUM |
| Client Accounts | 815 |
| Avg Account Size | $283K |
| Employees | 16 |
| Peak AUM | $230.9MMar 2026 |
Total AUM
$231M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $231M | +59.5% | +34.8% | +25.0% | |
| Discretionary AUM | |||||
| Total AUM | $230.9M |
| Discretionary | $230.9M |
| Employees | 16 |
| Client Accounts | 815 |
| Client Range | 51-100 |
Address
215 LEXINGTON AVENUE
NEW YORK NY 10016
Phone
(212) 991-8807
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$231M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $231M |
| +59.5% |
| +34.8% |
| +25.0% |
| Total Accounts | 815 | +60.7% | +28.6% | +21.0% |
| Avg Account Size | $283,329.985 | 0.8% | +4.8% | +3.3% |
| Employees | 16 | +33.3% | +26.0% | +21.7% |
| AUM / Employee | $14M | +19.6% | +7.0% | +2.7% |
Client AUM Segments | |||||
| Wealth AUM | $197M | +78.2% | +38.9% | +23.8% | |
| Institutional AUM | $34M | +4.7% | +17.8% | +33.0% | |
Client Count Segments | |||||
| HNW Clients | 270 | +109.3% | +71.0% | +29.2% | |
| Institutional | 40 | +37.9% | +35.7% | +21.7% | |
| Individuals | 132 | +53.5% | +35.5% | +25.7% | |