| Total AUM | $306.6M |
| Discretionary | $306.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $306.6M |
| Employees | 10 |
| Peak AUM | $307.7MFeb 2022 |
| AUM CAGR | +7.8% /yrover 16 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $307M | +16.8% | +7.2% | +7.5% | |
| Discretionary AUM | $307M | ||||
| Total AUM | $306.6M |
| Discretionary | $306.6M |
| Employees | 10 |
| Client Accounts | 1 |
Address
17 OLD DREWSVILLE RD.
WALPOLE NH 03608
Phone
212-785-0900
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$307M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$307M
| +16.8% |
| +7.2% |
| +7.5% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $307M | +16.8% | +7.2% | +7.5% |
| Employees | 10 | 0.0% | 0.0% | +4.6% |
| AUM / Employee | $31M | +16.8% | +7.2% | +2.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $307M | +16.8% | +7.2% | +7.5% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |