| Total AUM | $633.1M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $633.1M |
| Client Accounts | 25 |
| Avg Account Size | $25.3M |
| Employees | 6 |
| Peak AUM | $993.2MMar 2021 |
| AUM CAGR | +1.2% /yrover 9 yrs · 11 filings |
Total AUM
$633M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $633M | 6.1% | 0.0% | 8.6% | |
| Non-Disc. AUM | $633M | ||||
| Total AUM | $633.1M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 25 |
| Client Range | 0 |
Phone
9736656370
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$633M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 6.1% |
| 0.0% |
| 8.6% |
| Total Accounts | 25 | 7.4% | 2.8% | 4.8% |
| Avg Account Size | $25M | +1.4% | +2.8% | 4.0% |
| Employees | 6 | 0.0% | 3.8% | 0.0% |
| AUM / Employee | $106M | 6.1% | +3.9% | 8.6% |
Client AUM Segments | |||||
| Wealth AUM | $23M | +16.5% | +9.8% | +8.5% | |
| Institutional AUM | $611M | 6.8% | 0.3% | 9.0% | |
Client Count Segments | |||||
| Institutional | 21 | 8.7% | 3.3% | 5.6% | |
| Individuals | 4 | 0.0% | 0.0% | 0.0% | |