| Total AUM | $868.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $868.2M |
| Client Accounts | 1,156 |
| Avg Account Size | $751K |
| Employees | 8 |
| Peak AUM | $868.2MDec 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $868M | +5.9% | +14.1% | +7.6% | |
| Non-Disc. AUM | $868M | ||||
| Total AUM | $868.2M |
| Discretionary | $0 |
| Employees | 8 |
| Client Accounts | 1156 |
| Client Range | 101-250 |
Address
420 LEXINGTON AVENUE
NEW YORK NY 10170
Phone
212-885-4200
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$868M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +7.0% /yrover 25 yrs · 37 filings |
Total AUM
$868M
| +5.9% |
| +14.1% |
| +7.6% |
| Total Accounts | 1k | 2.4% | +56.8% | +33.2% |
| Avg Account Size | $751,005.835 | +8.5% | 27.2% | 19.2% |
| Employees | 8 | 11.1% | 7.2% | 2.3% |
| AUM / Employee | $109M | +19.1% | +23.0% | +10.2% |
Client AUM Segments | |||||
| Wealth AUM | $855M | +7.3% | +14.5% | +7.8% | |
| Institutional AUM | $13M | 42.4% | 1.8% | 2.1% | |
Client Count Segments | |||||
| Individuals | 348 | 1.1% | +6.0% | +5.9% | |