| Total AUM | $132.8M |
| Discretionary | $21.8M16% of AUM |
| Non-Discretionary | $111.0M |
| Client Accounts | 15 |
| Avg Account Size | $8.9M |
| Employees | 4 |
| Peak AUM | $695.9MMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $133M | +5.5% | +53.0% | 28.6% | |
| Discretionary AUM | |||||
| Total AUM | $132.8M |
| Discretionary | $21.8M |
| Employees | 4 |
| Client Accounts | 15 |
Address
641 LEXINGTON AVE
NEW YORK NY 10022
Phone
(212) 419-0400
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$22M
16.4% of AUM
Non-Discretionary
$111M
83.6% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
| +83.1% /yrover 8 yrs · 23 filings |
Total AUM
$133M
| $22M |
| +10.6% |
| 17.7% |
| 50.6% |
| Non-Disc. AUM | $111M | +4.6% | — | — |
| Total Accounts | 15 | 0.0% | +5.0% | 10.6% |
| Avg Account Size | $9M | +5.5% | +45.7% | 20.1% |
| Employees | 4 | 0.0% | 17.5% | 13.2% |
| AUM / Employee | $33M | +5.5% | +85.4% | 17.8% |
Client AUM Segments | |||||
| Wealth AUM | $114M | +4.1% | +128.8% | +58.2% | |
| Institutional AUM | $17M | +11.6% | — | 34.8% | |
| Other AUM | $2M | +54.5% | 57.9% | 67.2% | |
Client Count Segments | |||||
| Institutional | 3 | 0.0% | — | — | |
| Individuals | 5 | 0.0% | — | — | |