| Total AUM | $4.85B |
| Discretionary | $4.85B100% of AUM |
| Client Accounts | 8,708 |
| Avg Account Size | $557K |
| Employees | 119 |
| Peak AUM | $4.85BMar 2026 |
| AUM CAGR | +174.7% /yrover 4 yrs · 47 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.8B | +60.3% | +124.2% | +174.7% | |
| Discretionary AUM | |||||
| Total AUM | $4.85B |
| Discretionary | $4.85B |
| Employees | 119 |
| Client Accounts | 8708 |
| Client Range | 11-25 |
Address
115 BROADWAY
NEW YORK NY 10006
Phone
888-533-9364
Filing History
47 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
Total AUM
$4.8B
| $4.8B |
| +60.3% |
| +124.2% |
| +174.7% |
| Total Accounts | 9k | +36.7% | +57.4% | +130.4% |
| Avg Account Size | $556,802.267 | +17.3% | +42.4% | +19.2% |
| Employees | 119 | +14.4% | +46.3% | +118.0% |
| AUM / Employee | $41M | +40.1% | +53.3% | +26.0% |
Client AUM Segments | |||||
| Wealth AUM | $3.0B | +22.1% | +107.0% | +151.0% | |
| Institutional AUM | $253M | 54.8% | — | +119.5% | |
| Other AUM | $1.6B | — | +159.4% | — | — |
Client Count Segments | |||||
| HNW Clients | 11k | +665.4% | +114.5% | +150.9% | |
| Institutional | 630 | +110.0% | — | +194.7% | |
| Individuals | 612 | 3.2% | +126.0% | +111.0% | |