| Total AUM | $1.11B |
| Discretionary | $1.11B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $85.2M |
| Employees | 23 |
| Peak AUM | $1.31BMar 2023 |
| AUM CAGR | +18.8% /yrover 12 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +0.4% | 5.4% | +5.0% | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.11B |
| Discretionary | $1.11B |
| Employees | 23 |
| Client Accounts | 13 |
| Client Range | 0 |
Address
1600 MARKET STREET
PHILADELPHIA PA 19103
Phone
215-735-1313
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.1B
| +0.4% |
| 5.4% |
| +5.0% |
| Total Accounts | 13 | 0.0% | +5.7% | +7.6% |
| Avg Account Size | $85M | +0.4% | 10.5% | 2.4% |
| Employees | 23 | +15.0% | +3.1% | +2.8% |
| AUM / Employee | $48M | 12.7% | 8.2% | +2.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | +0.4% | 5.4% | +5.0% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | 0.0% | +5.7% | +7.6% | |