| Total AUM | $1.85B |
| Discretionary | $1.82B98% of AUM |
| Non-Discretionary | $30.5M |
| Client Accounts | 28 |
| Avg Account Size | $66.0M |
| Employees | 9 |
| Peak AUM | $1.85BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +6.5% | +11.6% | +8.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.85B |
| Discretionary | $1.82B |
| Employees | 9 |
| Client Accounts | 28 |
Address
654 MADISON AVENUE
NEW YORK NY 10065-8439
Phone
212-400-9551
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
98.4% of AUM
Non-Discretionary
$30M
1.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Total AUM
$1.8B
| $1.8B |
| +6.6% |
| +11.8% |
| +8.9% |
| Non-Disc. AUM | $30M | 0.3% | +5.1% | +0.8% |
| Total Accounts | 28 | 42.9% | 20.1% | 20.5% |
| Avg Account Size | $66M | +86.4% | +39.8% | +36.7% |
| Employees | 9 | 10.0% | 3.5% | 5.6% |
| AUM / Employee | $205M | +18.3% | +15.6% | +15.2% |
Client AUM Segments | |||||
| Wealth AUM | $630M | +5.5% | +14.8% | +8.8% | |
| Institutional AUM | $1.2B | +12.3% | +12.4% | +10.2% | |
Client Count Segments | |||||
| Institutional | 17 | 10.5% | 10.9% | 15.7% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |
| Individuals | 36 | +20.0% | +7.5% | +14.9% | |