| Total AUM | $455.5M |
| Discretionary | $455.5M100% of AUM |
| Client Accounts | 95 |
| Avg Account Size | $4.8M |
| Employees | 2 |
| Peak AUM | $455.5MFeb 2026 |
Total AUM
$455M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $455M | +68.8% | +49.9% | — | |
| Discretionary AUM | $455M | ||||
| Total AUM | $455.5M |
| Discretionary | $455.5M |
| Employees | 2 |
| Client Accounts | 95 |
| Client Range | 0 |
Address
44 YELLOW COTE RD.
OYSTER BAY NY 11771
Phone
516-588-1123
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$455M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| +68.8% |
| +51.9% |
| — |
| Total Accounts | 95 | +66.7% | +50.3% | — |
| Avg Account Size | $5M | +1.3% | 0.3% | — |
| Employees | 2 | 0.0% | +26.0% | +17.4% |
| AUM / Employee | $228M | +68.8% | +19.0% | — |
Client AUM Segments | |||||
| Wealth AUM | $446M | +70.2% | +51.1% | — | |
| Institutional AUM | $9M | +21.0% | +16.3% | — | |
Client Count Segments | |||||
| Institutional | 3 | — | — | — | |
| Individuals | 92 | +67.3% | +75.5% | — | |