| Total AUM | $226.0M |
| Discretionary | $226.0M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $75.3M |
| Employees | 9 |
| Peak AUM | $399.0MMar 2019 |
| AUM CAGR | +0.3% /yrover 9 yrs · 20 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $226M | +12.7% | +3.4% | 2.9% | |
| Discretionary AUM | |||||
| Total AUM | $226.0M |
| Discretionary | $226.0M |
| Employees | 9 |
| Client Accounts | 3 |
Address
1345 AVENUE OF THE AMERICAS
NEW YORK NY 10105
Phone
212-878-3678
Filing History
20 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
Custody
No related registrations reported
Total AUM
$226M
| $226M |
| +12.7% |
| +3.4% |
| 2.9% |
| Total Accounts | 3 | 40.0% | 19.7% | 23.5% |
| Avg Account Size | $75M | +87.8% | +28.7% | +27.0% |
| Employees | 9 | 0.0% | 0.0% | +2.3% |
| AUM / Employee | $25M | +12.7% | +3.4% | 5.1% |
Client AUM Segments | |||||
| Institutional AUM | $82M | 24.9% | 2.2% | 12.5% | |
| Fund / Pooled AUM | $144M | +57.5% | +7.4% | +7.3% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |