| Total AUM | $158.0M |
| Discretionary | $154.2M98% of AUM |
| Non-Discretionary | $3.8M |
| Client Accounts | 561 |
| Avg Account Size | $282K |
| Employees | 2 |
| Peak AUM | $158.0MJan 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | +25.1% | +21.4% | +15.9% | |
| Discretionary AUM | |||||
| Total AUM | $158.0M |
| Discretionary | $154.2M |
| Employees | 2 |
| Client Accounts | 561 |
| Client Range | 101-250 |
Address
1120 AVENUE OF AMERICAS
NEW YORK NY 10036
Phone
(732) 325-0456
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$154M
97.6% of AUM
Non-Discretionary
$4M
2.4% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
Total AUM
$158M
| $154M |
| +24.9% |
| +21.0% |
| +15.3% |
| Non-Disc. AUM | $4M | +36.1% | +43.4% | — |
| Total Accounts | 561 | +17.1% | 1.9% | +8.2% |
| Avg Account Size | $281,569.542 | +6.8% | +23.8% | +7.1% |
| Employees | 2 | 0.0% | 12.0% | 7.5% |
| AUM / Employee | $79M | +25.1% | +38.0% | +25.3% |
Client AUM Segments | |||||
| Wealth AUM | $146M | +29.8% | +19.1% | +14.2% | |
| Institutional AUM | $12M | 13.5% | +98.4% | — | |
Client Count Segments | |||||
| HNW Clients | 171 | +6.2% | 6.1% | 3.1% | |
| Individuals | 11 | 72.5% | 30.6% | 17.7% | |