| Total AUM | $226.4M |
| Discretionary | $226.4M100% of AUM |
| Client Accounts | 29 |
| Avg Account Size | $7.8M |
| Employees | 7 |
| Peak AUM | $226.4MMar 2026 |
| AUM CAGR | +143.3% /yrover 1 yrs · 9 filings |
Total AUM
$226M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226M | +109.6% | — | — | |
| Discretionary AUM | $226M | ||||
| Total AUM | $226.4M |
| Discretionary | $226.4M |
| Employees | 7 |
| Client Accounts | 29 |
Address
575 FIFTH AVENUE
NEW YORK NY 10017
Phone
917-939-0632
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$226M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
| Total Accounts | 29 | +866.7% | — | — |
| Avg Account Size | $8M | 78.3% | — | — |
| Employees | 7 | +250.0% | — | — |
| AUM / Employee | $32M | 40.1% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $13M | — | — | — | — |
| Institutional AUM | $213M | +97.2% | — | — | |
Client Count Segments | |||||
| HNW Clients | 5 | — | — | — | — |
| Institutional | 23 | — | — | — | |
| Individuals | 1 | — | — | — | — |