| Total AUM | $13.97B |
| Discretionary | $13.94B100% of AUM |
| Non-Discretionary | $25.2M |
| Client Accounts | 42 |
| Avg Account Size | $332.5M |
| Employees | 5 |
| Peak AUM | $13.97BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $14.0B | +8.1% | +4.6% | +3.8% | |
| Discretionary AUM | |||||
| Total AUM | $13.97B |
| Discretionary | $13.94B |
| Employees | 5 |
| Client Accounts | 42 |
| Client Range | 0 |
Address
7234 LANCASTER PIKE
HOCKESSIN DE 19707
Phone
302-234-5750
Filing History
36 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$13.9B
99.8% of AUM
Non-Discretionary
$25M
0.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +9.1% /yrover 20 yrs · 36 filings |
Total AUM
$14.0B
| $13.9B |
| +8.1% |
| +4.6% |
| +3.8% |
| Non-Disc. AUM | $25M | +24.8% | +51.4% | — |
| Total Accounts | 42 | 0.0% | 7.3% | 4.1% |
| Avg Account Size | $333M | +8.1% | +12.9% | +8.3% |
| Employees | 5 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $2.8B | +8.1% | +4.6% | +3.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $14.0B | +8.1% | +4.6% | +3.8% | |
Client Count Segments | |||||
| Pooled / Fund | 42 | 0.0% | 7.3% | 4.1% | |