| Total AUM | $708.4M |
| Discretionary | $708.4M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $88.6M |
| Employees | 8 |
| Peak AUM | $708.4MMar 2026 |
| AUM CAGR | +57.7% /yrover 9 yrs · 14 filings |
Total AUM
$708M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $708M | +12.8% | +0.0% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $708.4M |
| Discretionary | $708.4M |
| Employees | 8 |
| Client Accounts | 8 |
Address
485 MADISON AVENUE - 23RD FL.
NEW YORK NY 10022
Phone
212-584-2100
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$708M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $708M |
| +12.8% |
| +0.0% |
| +8.6% |
| Total Accounts | 8 | +33.3% | +17.0% | +9.9% |
| Avg Account Size | $89M | 15.4% | 14.5% | 1.2% |
| Employees | 8 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $89M | +12.8% | +0.0% | +8.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $679M | +11.8% | 1.0% | +8.1% | |
| Other AUM | $29M | +41.6% | +49.5% | +22.9% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | 0.0% | 0.0% | |