| Total AUM | $2.07B |
| Discretionary | $2.07B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $518.5M |
| Employees | 52 |
| Peak AUM | $2.07BMar 2026 |
| AUM CAGR | +32.8% /yrover 8 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.1B | +56.1% | +5.9% | +32.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.07B |
| Discretionary | $2.07B |
| Employees | 52 |
| Client Accounts | 4 |
Address
180 MAIDEN LANE
NEW YORK NY 10038
Phone
212-842-5712
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$2.1B
| $2.1B |
| +56.1% |
| +5.9% |
| +32.6% |
| Total Accounts | 4 | +33.3% | 0.0% | +14.9% |
| Avg Account Size | $519M | +17.0% | +5.9% | +15.4% |
| Employees | 52 | +2.0% | +4.9% | +9.5% |
| AUM / Employee | $40M | +53.1% | +0.9% | +21.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.1B | +56.1% | +5.9% | +32.6% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | +14.9% | |