| Total AUM | $263.0M |
| Discretionary | $255.1M97% of AUM |
| Non-Discretionary | $7.9M |
| Client Accounts | 6 |
| Avg Account Size | $43.8M |
| Employees | 4 |
| Peak AUM | $1.75BMar 2014 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $263M | 10.3% | 3.2% | 10.1% | |
| Discretionary AUM | $255M | ||||
| Total AUM | $263.0M |
| Discretionary | $255.1M |
| Employees | 4 |
| Client Accounts | 6 |
Address
430 PARK AVENUE, 19TH FLOOR
NEW YORK NY 10022
Phone
212-612-3040
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$255M
97.0% of AUM
Non-Discretionary
$8M
3.0% of AUM
Disc. mix ▲ 3.4pp vs 1 year ago
Custody
| -10.7% /yrover 14 yrs · 20 filings |
Total AUM
$263M
| 7.0% |
| 4.1% |
| 10.2% |
| Non-Disc. AUM | $8M | 57.7% | +180.2% | 6.2% |
| Total Accounts | 6 | 0.0% | 0.0% | +8.4% |
| Avg Account Size | $44M | 10.3% | 3.2% | 17.1% |
| Employees | 4 | 0.0% | 0.0% | 15.0% |
| AUM / Employee | $66M | 10.3% | 3.2% | +5.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $263M | 10.3% | 3.2% | 10.1% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 0.0% | +8.4% | |