| Total AUM | $2.27B |
| Discretionary | $1.75B77% of AUM |
| Non-Discretionary | $518.5M |
| Client Accounts | 283 |
| Avg Account Size | $8.0M |
| Employees | 24 |
| Peak AUM | $14.64BMar 2014 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | 3.6% | 4.5% | 7.7% | |
| Discretionary AUM | |||||
| Total AUM | $2.27B |
| Discretionary | $1.75B |
| Employees | 24 |
| Client Accounts | 283 |
Address
300 FIRST STAMFORD PLACE
STAMFORD CT 06902
Phone
212-326-5300
Filing History
66 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.7B
77.1% of AUM
Non-Discretionary
$518M
22.9% of AUM
Disc. mix ▼ 7.3pp vs 1 year ago
Custody
| -1.9% /yrover 25 yrs · 66 filings |
Total AUM
$2.3B
| $1.7B |
| 11.9% |
| 12.1% |
| 12.3% |
| Non-Disc. AUM | $518M | +41.4% | +174.6% | — |
| Total Accounts | 283 | +39.4% | +20.7% | +22.4% |
| Avg Account Size | $8M | 30.9% | 20.9% | 24.6% |
| Employees | 24 | 0.0% | 1.4% | 3.7% |
| AUM / Employee | $94M | 3.6% | 3.2% | 4.1% |
Client AUM Segments | |||||
| Wealth AUM | $224M | 9.9% | 5.4% | 16.0% | |
| Institutional AUM | $319M | 7.0% | 23.8% | 21.8% | |
| Fund / Pooled AUM | $1.1B | 14.0% | 8.5% | 5.6% | |
| Other AUM | $663M | +26.0% | +41.8% | +14.5% | |
Client Count Segments | |||||
| HNW Clients | 163 | +143.3% | — | — | |
| Institutional | 19 | +5.6% | 13.1% | 5.3% | |
| Pooled / Fund | 10 | 0.0% | 0.0% | 1.9% | |
| Individuals | 80 | 15.8% | 9.2% | +9.9% | |