| Total AUM | $1.45B |
| Discretionary | $1.45B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $289.5M |
| Employees | 7 |
| Peak AUM | $1.45BMar 2026 |
| AUM CAGR | +52.7% /yrover 4 yrs · 10 filings |
Total AUM
$1.4B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +28.1% | +16.1% | +52.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.45B |
| Discretionary | $1.45B |
| Employees | 7 |
| Client Accounts | 5 |
Address
150 GREENWICH ST, 4 WORLD TRADE CENTER, SUITE 2975
NEW YORK NY 10007
Phone
6467795266
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.4B |
| +28.1% |
| +16.1% |
| +52.7% |
| Total Accounts | 5 | +25.0% | 0.0% | +24.1% |
| Avg Account Size | $289M | +2.5% | +16.1% | +23.1% |
| Employees | 7 | +16.7% | 0.0% | +3.7% |
| AUM / Employee | $207M | +9.8% | +16.1% | +47.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.4B | +28.1% | +17.3% | +52.7% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | +25.0% | +7.7% | +24.1% | |