| Total AUM | $9.87B |
| Discretionary | $9.87B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $2.47B |
| Employees | 6 |
| Peak AUM | $10.80BDec 2021 |
| AUM CAGR | +6.4% /yrover 13 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $9.9B | +17.0% | +5.4% | +1.6% | |
| Discretionary AUM | |||||
| Total AUM | $9.87B |
| Discretionary | $9.87B |
| Employees | 6 |
| Client Accounts | 4 |
Address
SUITE 1, 2 GRAND CANAL SQUARE
DUBLIN D02 A342
Ireland
Phone
+353 1 674 5410
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$9.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$9.9B
| $9.9B |
| +17.0% |
| +5.4% |
| +1.6% |
| Total Accounts | 4 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $2.5B | +17.0% | +5.4% | +1.6% |
| Employees | 6 | 14.3% | 0.0% | +7.8% |
| AUM / Employee | $1.6B | +36.5% | +5.4% | 5.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $9.9B | +17.0% | +5.4% | +1.6% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |