| Total AUM | $4.76B |
| Discretionary | $4.76B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $2.38B |
| Employees | 70 |
| Peak AUM | $8.24BMar 2023 |
| AUM CAGR | -6.6% /yrover 6 yrs · 10 filings |
Total AUM
$4.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.8B | 32.0% | 16.7% | 7.6% | |
| Discretionary AUM | $4.8B | ||||
| Total AUM | $4.76B |
| Discretionary | $4.76B |
| Employees | 70 |
| Client Accounts | 2 |
Address
60 COLUMBUS CIRCLE
NEW YORK NY 10023
Phone
212-484-0050
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 32.0% |
| 16.7% |
| 7.3% |
| Total Accounts | 2 | 0.0% | 0.0% | 7.8% |
| Avg Account Size | $2.4B | 32.0% | 16.7% | +0.2% |
| Employees | 70 | 10.3% | 11.8% | +0.9% |
| AUM / Employee | $68M | 24.3% | 5.6% | 8.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.8B | 32.0% | 16.7% | 7.3% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |