| Total AUM | $101.3M |
| Discretionary | $101.3M100% of AUM |
| Client Accounts | 119 |
| Avg Account Size | $851K |
| Employees | 6 |
| Peak AUM | $101.3MMar 2026 |
| AUM CAGR | +17.5% /yrover 5 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $101M | +31.0% | +35.2% | +18.0% | |
| Discretionary AUM | |||||
| Total AUM | $101.3M |
| Discretionary | $101.3M |
| Employees | 6 |
| Client Accounts | 119 |
| Client Range | 0 |
Address
105 CALVERT ST., SUITE 100
HARRISON NY 10528
Phone
914-315-1248
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$101M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$101M
| $101M |
| +31.0% |
| +35.2% |
| +18.0% |
| Total Accounts | 119 | +19.0% | +14.1% | +9.4% |
| Avg Account Size | $851,449.756 | +10.1% | +18.5% | +7.9% |
| Employees | 6 | 0.0% | +6.3% | +8.4% |
| AUM / Employee | $17M | +31.0% | +27.3% | +8.8% |
Client AUM Segments | |||||
| Wealth AUM | $101M | +31.0% | +35.2% | +18.0% | |
Client Count Segments | |||||
| HNW Clients | 14 | 0.0% | 2.3% | 2.6% | |
| Individuals | 45 | +7.1% | +10.9% | +11.6% | |