DBA: DERASTONE
| Total AUM | $84.3M |
| Discretionary | $84.3M100% of AUM |
| Client Accounts | 26 |
| Avg Account Size | $3.2M |
| Employees | 1 |
| Peak AUM | $84.3MMar 2026 |
| AUM CAGR | +10.3% /yrover 8 yrs · 19 filings |
Total AUM
$84M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $84M | +3.1% | +15.9% | +5.1% | |
| Discretionary AUM | |||||
| Total AUM | $84.3M |
| Discretionary | $84.3M |
| Employees | 1 |
| Client Accounts | 26 |
| Client Range | 1-10 |
Phone
(914) 685-6851
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$84M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $84M |
| +3.1% |
| +15.9% |
| +5.1% |
| Total Accounts | 26 | +8.3% | 4.7% | +6.5% |
| Avg Account Size | $3M | 4.8% | +21.6% | 1.3% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $84M | +3.1% | +15.9% | +5.1% |
Client AUM Segments | |||||
| Wealth AUM | $37M | 0.2% | +11.2% | +4.9% | |
| Institutional AUM | $47M | +6.0% | +20.4% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 10 | +11.1% | 10.6% | +4.6% | |
| Individuals | 9 | 0.0% | 3.5% | +8.4% | |