| Total AUM | $673.0M |
| Discretionary | $673.0M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $56.1M |
| Employees | 8 |
| Peak AUM | $11.48BMar 2008 |
| AUM CAGR | +0.5% /yrover 25 yrs · 56 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $673M | 21.1% | 24.2% | 19.0% | |
| Discretionary AUM | $673M | ||||
| Total AUM | $673.0M |
| Discretionary | $673.0M |
| Employees | 8 |
| Client Accounts | 12 |
Address
1133 BROADWAY
NEW YORK NY 10010
Phone
212-901-4928
Filing History
56 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$673M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$673M
| 21.1% |
| 24.2% |
| 19.0% |
| Total Accounts | 12 | 25.0% | 14.2% | 6.7% |
| Avg Account Size | $56M | +5.2% | 11.6% | 13.2% |
| Employees | 8 | 46.7% | 18.9% | 12.9% |
| AUM / Employee | $84M | +47.9% | 6.5% | 7.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $673M | 21.1% | 24.2% | 19.0% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 25.0% | 14.2% | 6.7% | |