| Total AUM | $6.95B |
| Discretionary | $6.95B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $3.47B |
| Employees | 250 |
| Peak AUM | $10.15BMar 2024 |
Total AUM
$452M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.9B | +1.9% | +0.6% | — | |
| Discretionary AUM | $6.9B | ||||
| Total AUM | $6.95B |
| Discretionary | $6.95B |
| Employees | 250 |
| Client Accounts | 2 |
Address
399 PARK AVENUE
NEW YORK NY 10022-4614
Phone
(212) 419-3000
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$6.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +1.9% |
| +0.6% |
| — |
| Total Accounts | 2 | 60.0% | 0.0% | — |
| Avg Account Size | $3.5B | +154.8% | +0.6% | — |
| Employees | 250 | +4.2% | +13.7% | 4.0% |
| AUM / Employee | $28M | 2.1% | 11.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $452M | 66.0% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 66.7% | — | — | |