| Total AUM | $1.18B |
| Discretionary | $1.18B100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $107.0M |
| Employees | 13 |
| Peak AUM | $1.20BMar 2022 |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +14.3% | +8.8% | +2.0% | |
| Discretionary AUM | $1.2B | ||||
| Total AUM | $1.18B |
| Discretionary | $1.18B |
| Employees | 13 |
| Client Accounts | 11 |
Address
12 EAST 49TH ST
NEW YORK NY 10017
Phone
212-599-6336
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +14.3% |
| +8.8% |
| +2.0% |
| Total Accounts | 11 | 0.0% | 0.0% | +4.1% |
| Avg Account Size | $107M | +14.3% | +8.8% | 2.1% |
| Employees | 13 | +8.3% | +5.7% | +5.4% |
| AUM / Employee | $91M | +5.5% | +2.9% | 3.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | +14.3% | +8.8% | +2.0% | |
Client Count Segments | |||||
| Pooled / Fund | 11 | 0.0% | 0.0% | +4.1% | |