| Total AUM | $683.1M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $683.1M |
| Client Accounts | 53 |
| Avg Account Size | $12.9M |
| Employees | 7 |
| Peak AUM | $947.7MMar 2024 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $683M | +4.8% | +19.5% | +18.7% | |
| Non-Disc. AUM | $683M | ||||
| Total AUM | $683.1M |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 53 |
Address
201 ST. CHARLES AVE.
NEW ORLEANS LA 70170
Phone
381-251-5800
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$683M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +42.1% /yrover 12 yrs · 37 filings |
Total AUM
$683M
| +4.8% |
| +19.5% |
| +18.7% |
| Total Accounts | 53 | +8.2% | +50.5% | +34.6% |
| Avg Account Size | $13M | 3.1% | 20.6% | 11.8% |
| Employees | 7 | +40.0% | +11.5% | 0.0% |
| AUM / Employee | $98M | 25.1% | +7.2% | +18.7% |
Client AUM Segments | |||||
| Institutional AUM | $683M | +4.8% | +19.5% | +18.7% | |
Client Count Segments | |||||
| Institutional | 53 | +8.2% | +50.5% | +34.6% | |