| Total AUM | $187.0M |
| Discretionary | $187.0M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $46.7M |
| Employees | 4 |
| Peak AUM | $187.0MMay 2026 |
| AUM CAGR | +18.2% /yrover 5 yrs · 13 filings |
Total AUM
$187M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $187M | +28.2% | +24.5% | +18.2% | |
| Discretionary AUM | |||||
| Total AUM | $187.0M |
| Discretionary | $187.0M |
| Employees | 4 |
| Client Accounts | 4 |
Address
2 LANDMARK SQUARE
STAMFORD CT 06901
Phone
203-826-2240
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$187M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $187M |
| +28.2% |
| +24.5% |
| +18.2% |
| Total Accounts | 4 | +100.0% | +24.5% | +32.0% |
| Avg Account Size | $47M | 35.9% | +0.1% | 10.4% |
| Employees | 4 | +33.3% | +9.5% | +14.9% |
| AUM / Employee | $47M | 3.9% | +13.7% | +2.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $187M | +28.2% | +24.5% | +18.2% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +100.0% | +24.5% | +32.0% | |