| Total AUM | $10.80B |
| Discretionary | $10.80B100% of AUM |
| Client Accounts | 50 |
| Avg Account Size | $216.0M |
| Employees | 60 |
| Peak AUM | $24.83BMar 2015 |
| AUM CAGR | +6.3% /yrover 25 yrs · 52 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $10.8B | +20.4% | +2.4% | +6.9% | |
| Discretionary AUM | |||||
| Total AUM | $10.80B |
| Discretionary | $10.80B |
| Employees | 60 |
| Client Accounts | 50 |
| Client Range | 0 |
Address
555 EAST LANCASTER AVENUE
RADNOR PA 19087
Phone
610-995-8900
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$10.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Total AUM
$10.8B
| $10.8B |
| +22.2% |
| +3.1% |
| +7.3% |
| Total Accounts | 50 | 7.4% | 6.4% | 0.0% |
| Avg Account Size | $216M | +30.0% | +9.4% | +6.9% |
| Employees | 60 | 1.6% | 2.6% | 0.7% |
| AUM / Employee | $180M | +22.4% | +5.2% | +7.6% |
Client AUM Segments | |||||
| Institutional AUM | $4.8B | +19.9% | +10.5% | +3.1% | |
| Fund / Pooled AUM | $6.0B | +24.2% | 1.7% | +11.5% | |
Client Count Segments | |||||
| Institutional | 25 | 0.0% | 4.8% | +5.6% | |
| Pooled / Fund | 19 | +11.8% | 0.0% | +2.2% | |