| Total AUM | $390.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $390.2M |
| Client Accounts | 19 |
| Avg Account Size | $20.5M |
| Employees | 6 |
| Peak AUM | $390.2MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $390M | +89.6% | +52.5% | — | |
| Non-Disc. AUM | $390M | ||||
| Total AUM | $390.2M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 19 |
Address
363 LAFAYETTE STREET
NEW YORK NY 10012
Phone
914-746-0436
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$390M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$390M
| +89.6% |
| +52.5% |
| — |
| Total Accounts | 19 | +18.8% | +68.1% | — |
| Avg Account Size | $21M | +59.7% | 9.3% | — |
| Employees | 6 | 0.0% | +26.0% | +50.1% |
| AUM / Employee | $65M | +89.6% | +21.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $390M | +89.6% | +52.5% | — | |
Client Count Segments | |||||
| Individuals | 19 | +18.8% | +16.5% | — | |