| Total AUM | $2.79B |
| Discretionary | $2.79B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $397.9M |
| Employees | 547 |
| Peak AUM | $15.59BMar 2015 |
Total AUM
$2.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.8B | 5.7% | 7.3% | 14.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.79B |
| Discretionary | $2.79B |
| Employees | 547 |
| Client Accounts | 7 |
Address
345 PARK AVENUE
NEW YORK NY 10154
Phone
212-583-5000
Filing History
63 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $2.8B |
| 5.7% |
| 7.3% |
| 14.6% |
| Total Accounts | 7 | 22.2% | 8.0% | 4.9% |
| Avg Account Size | $398M | +21.3% | +0.8% | 10.2% |
| Employees | 547 | 11.9% | 8.2% | 0.7% |
| AUM / Employee | $5M | +7.1% | +1.0% | 14.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.8B | 5.7% | 7.3% | 14.6% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | 22.2% | 8.0% | 4.9% | |