| Total AUM | $255.5M |
| Discretionary | $255.5M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $51.1M |
| Employees | 5 |
| Peak AUM | $10.84BMar 2011 |
| AUM CAGR | -18.8% /yrover 17 yrs · 35 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $256M | 0.5% | 3.5% | 4.7% | |
| Discretionary AUM | |||||
| Total AUM | $255.5M |
| Discretionary | $255.5M |
| Employees | 5 |
| Client Accounts | 5 |
Address
900 19TH STREET NW
WASHINGTON DC 20006
Phone
202-715-9500
Filing History
35 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$256M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$256M
| $256M |
| 0.5% |
| 3.5% |
| 4.7% |
| Total Accounts | 5 | 28.6% | 27.3% | 22.6% |
| Avg Account Size | $51M | +39.2% | +32.7% | +23.1% |
| Employees | 5 | 0.0% | 5.9% | 6.5% |
| AUM / Employee | $51M | 0.5% | +2.5% | +1.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $256M | 0.5% | 3.5% | 4.7% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 28.6% | 27.3% | 22.6% | |