| Total AUM | $582.8M |
| Discretionary | $582.8M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $291.4M |
| Employees | 12 |
| Peak AUM | $776.3MMar 2022 |
| AUM CAGR | +10.7% /yrover 8 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $583M | +4.9% | +9.1% | +4.7% | |
| Discretionary AUM | |||||
| Total AUM | $582.8M |
| Discretionary | $582.8M |
| Employees | 12 |
| Client Accounts | 2 |
Address
1375 E 9TH ST STE 2880
CLEVELAND OH 44114
Phone
(216) 453-8080
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$583M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$583M
| $583M |
| +4.9% |
| +9.1% |
| +4.7% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $291M | +4.9% | +9.1% | +4.7% |
| Employees | 12 | +9.1% | +2.9% | +8.3% |
| AUM / Employee | $49M | 3.8% | +6.0% | 3.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $583M | +4.9% | +9.1% | +4.7% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |