| Total AUM | $1.57B |
| Discretionary | $1.57B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $224.8M |
| Employees | 13 |
| Peak AUM | $1.70BMar 2025 |
Total AUM
$1.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | 7.2% | +4.5% | +17.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.57B |
| Discretionary | $1.57B |
| Employees | 13 |
| Client Accounts | 7 |
Address
245 PARK AVENUE
NEW YORK NY 10167
Phone
212-497-1381
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.6B |
| 7.2% |
| +4.5% |
| +17.0% |
| Total Accounts | 7 | +16.7% | +5.3% | +11.8% |
| Avg Account Size | $225M | 20.5% | 0.7% | +4.6% |
| Employees | 13 | 0.0% | 10.3% | 4.1% |
| AUM / Employee | $121M | 7.2% | +16.5% | +22.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.6B | 7.2% | +4.5% | +17.0% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | +16.7% | 58.8% | +11.8% | |