| Total AUM | $345.3M |
| Discretionary | $345.3M100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $20.3M |
| Employees | 6 |
| Peak AUM | $551.4MMar 2022 |
| AUM CAGR | +18.2% /yrover 5 yrs · 10 filings |
Total AUM
$345M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $345M | +2.2% | +0.1% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $345.3M |
| Discretionary | $345.3M |
| Employees | 6 |
| Client Accounts | 17 |
Address
3575 PIEDMONT RD NE, BLDG 15 STE 730
ATLANTA GA 30305
Phone
404-410-6476
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$345M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $345M |
| +2.2% |
| +0.1% |
| +18.2% |
| Total Accounts | 17 | 5.6% | 1.9% | +19.4% |
| Avg Account Size | $20M | +8.2% | +2.0% | 1.0% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $58M | +2.2% | +0.1% | +18.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $345M | +2.2% | +0.1% | +18.2% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | 5.6% | 1.9% | +19.4% | |