| Total AUM | $341.5M |
| Discretionary | $341.5M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $56.9M |
| Employees | 11 |
| Peak AUM | $599.3MMar 2023 |
| AUM CAGR | +0.6% /yrover 7 yrs · 17 filings |
Total AUM
$342M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $342M | +15.4% | 17.1% | 8.0% | |
| Discretionary AUM | |||||
| Total AUM | $341.5M |
| Discretionary | $341.5M |
| Employees | 11 |
| Client Accounts | 6 |
Address
900 16TH ST. NW
WASHINGTON DC 20006
Phone
202-516-5050
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$342M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $342M |
| +15.4% |
| 17.1% |
| 8.0% |
| Total Accounts | 6 | 45.5% | 15.7% | 3.0% |
| Avg Account Size | $57M | +111.5% | 1.7% | 5.1% |
| Employees | 11 | 0.0% | 9.8% | 4.7% |
| AUM / Employee | $31M | +15.4% | 8.1% | 3.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $342M | +15.4% | 17.1% | 8.0% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 45.5% | 15.7% | 3.0% | |