| Total AUM | $51.0M |
| Discretionary | $12.0M23% of AUM |
| Non-Discretionary | $39.0M |
| Client Accounts | 9 |
| Avg Account Size | $5.7M |
| Employees | 2 |
| Peak AUM | $100.0MJul 2017 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $51M | 16.4% | 0.8% | 3.2% | |
| Discretionary AUM | $12M | ||||
| Total AUM | $51.0M |
| Discretionary | $12.0M |
| Employees | 2 |
| Client Accounts | 9 |
| Client Range | 0 |
Address
500 FIFTH AVENUE 49TH FLOOR
NEW YORK NY 10036
Phone
9179515150
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$12M
23.4% of AUM
Non-Discretionary
$39M
76.6% of AUM
Disc. mix ▼ 17.3pp vs 1 year ago
| -7.2% /yrover 9 yrs · 19 filings |
Total AUM
$51M
| 51.9% |
| 20.4% |
| 10.6% |
| Non-Disc. AUM | $39M | +8.1% | +10.9% | 0.1% |
| Total Accounts | 9 | +12.5% | +4.0% | +2.4% |
| Avg Account Size | $6M | 25.6% | 4.6% | 5.5% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $26M | 16.4% | 0.8% | 3.2% |
Client AUM Segments | |||||
| Wealth AUM | $44M | 27.1% | 5.3% | 5.8% | |
| Institutional AUM | $7M | — | — | — | |
Client Count Segments | |||||
| Individuals | 8 | 0.0% | 0.0% | 0.0% | |