| Total AUM | $843.7M |
| Discretionary | $843.7M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $70.3M |
| Employees | 9 |
| Peak AUM | $901.3MMar 2023 |
| AUM CAGR | +8.4% /yrover 12 yrs · 21 filings |
Total AUM
$844M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $844M | +22.8% | 2.2% | +5.8% | |
| Discretionary AUM | |||||
| Total AUM | $843.7M |
| Discretionary | $843.7M |
| Employees | 9 |
| Client Accounts | 12 |
Address
1120 AVENUE OF THE AMERICAS
NEW YORK NY 10036
Phone
(212)893-1150
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$844M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $844M |
| +22.8% |
| 2.2% |
| +5.8% |
| Total Accounts | 12 | +20.0% | 0.0% | +9.4% |
| Avg Account Size | $70M | +2.3% | 2.2% | 3.2% |
| Employees | 9 | 0.0% | 3.5% | 1.7% |
| AUM / Employee | $94M | +22.8% | +1.3% | +7.7% |
Client AUM Segments | |||||
| Institutional AUM | $172M | +32.8% | 6.4% | +17.5% | |
| Fund / Pooled AUM | $672M | +20.5% | 1.0% | +3.9% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |
| Pooled / Fund | 11 | +22.2% | 0.0% | +10.6% | |