| Total AUM | $1.20B |
| Discretionary | $1.20B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $299.8M |
| Peak AUM | $4.04BMar 2021 |
| AUM CAGR | +13.2% /yrover 9 yrs · 23 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | 32.3% | 31.3% | 21.6% | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.20B |
| Discretionary | $1.20B |
| Employees | 0 |
| Client Accounts | 4 |
Address
375 PARK AVENUE
NEW YORK NY 10152
Phone
212-895-2280
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 32.3% |
| 31.3% |
| 21.6% |
| Total Accounts | 4 | 33.3% | 23.7% | 15.0% |
| Avg Account Size | $300M | +1.6% | 10.0% | 7.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | 32.3% | 31.3% | 21.6% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 33.3% | 23.7% | 15.0% | |