| Total AUM | $317.3M |
| Discretionary | $26.2M8% of AUM |
| Non-Discretionary | $291.0M |
| Client Accounts | 159 |
| Avg Account Size | $2.0M |
| Employees | 1 |
| Peak AUM | $317.3MMar 2026 |
Total AUM
$317M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $317M | +16.8% | +9.3% | — | |
| Discretionary AUM | $26M | ||||
| Total AUM | $317.3M |
| Discretionary | $26.2M |
| Employees | 1 |
| Client Accounts | 159 |
| Client Range | 0 |
Phone
4348262029
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$26M
8.3% of AUM
Non-Discretionary
$291M
91.7% of AUM
Disc. mix ▼ 2.9pp vs 1 year ago
No related registrations reported
| 13.5% |
| +6.2% |
| — |
| Non-Disc. AUM | $291M | +20.6% | +9.6% | — |
| Total Accounts | 159 | +103.8% | +8.6% | — |
| Avg Account Size | $2M | 42.7% | +0.6% | — |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $317M | +16.8% | +9.3% | — |
Client AUM Segments | |||||
| Wealth AUM | $26M | 13.5% | +6.2% | — | |
| Institutional AUM | $291M | +20.6% | +9.6% | — | |
Client Count Segments | |||||
| HNW Clients | 68 | 0.0% | +17.4% | — | |
| Institutional | 2 | 0.0% | 0.0% | — | |
| Individuals | 8 | 0.0% | +17.0% | — | |