| Total AUM | $498.5M |
| Discretionary | $498.5M100% of AUM |
| Client Accounts | 39 |
| Avg Account Size | $12.8M |
| Employees | 4 |
| Peak AUM | $498.5MApr 2026 |
| AUM CAGR | +10.6% /yrover 4 yrs · 11 filings |
Total AUM
$499M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $499M | — | — | — | |
| Discretionary AUM | $499M | — | |||
| Total AUM | $498.5M |
| Discretionary | $498.5M |
| Employees | 4 |
| Client Accounts | 39 |
Address
445 PARK AVENUE
NEW YORK NY 10022
Phone
(917) 576-1825
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$499M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
| — |
| Total Accounts | 39 | — | — | — |
| Avg Account Size | $13M | — | — | — |
| Employees | 4 | — | — | — |
| AUM / Employee | $125M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $499M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 39 | — | — | — | |