| Total AUM | $142.4M |
| Discretionary | $89.2M63% of AUM |
| Non-Discretionary | $53.2M |
| Client Accounts | 24 |
| Avg Account Size | $5.9M |
| Employees | 1 |
| Peak AUM | $267.3MFeb 2010 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +2.2% | 1.6% | 1.1% | |
| Discretionary AUM | $89M | ||||
| Total AUM | $142.4M |
| Discretionary | $89.2M |
| Employees | 1 |
| Client Accounts | 24 |
Phone
212-832-9700
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$89M
62.7% of AUM
Non-Discretionary
$53M
37.3% of AUM
Disc. mix ▼ 1.0pp vs 1 year ago
Custody
No related registrations reported
| +0.5% /yrover 20 yrs · 58 filings |
Total AUM
$142M
| +0.5% |
| 4.3% |
| 9.7% |
| Non-Disc. AUM | $53M | +5.1% | +3.6% | — |
| Total Accounts | 24 | 7.7% | 7.8% | 10.4% |
| Avg Account Size | $6M | +10.7% | +6.6% | +10.5% |
| Employees | 1 | 0.0% | 19.7% | 23.9% |
| AUM / Employee | $142M | +2.2% | +22.4% | +30.0% |
Client AUM Segments | |||||
| Wealth AUM | $89M | +1.6% | 4.0% | 5.4% | |
| Institutional AUM | $53M | +3.2% | +3.0% | +10.4% | |
Client Count Segments | |||||
| HNW Clients | 2 | +100.0% | +24.5% | 16.5% | |
| Institutional | 4 | 20.0% | 0.0% | 0.0% | |
| Individuals | 10 | 16.7% | 19.7% | 14.4% | |