| Total AUM | $124.1M |
| Discretionary | $124.1M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $124.1M |
| Employees | 90 |
| Peak AUM | $124.1MMar 2026 |
Total AUM
$124M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | +36.3% | — | — | |
| Discretionary AUM | $124M | ||||
| Total AUM | $124.1M |
| Discretionary | $124.1M |
| Employees | 90 |
| Client Accounts | 1 |
Address
600 STEAMBOAT ROAD
GREENWICH CT 06830
Phone
203-340-8500
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$124M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
| Total Accounts | 1 | 0.0% | — | — |
| Avg Account Size | $124M | +36.3% | — | — | — |
| Employees | 90 | +8.4% | +17.6% | — |
| AUM / Employee | $1M | +25.7% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $124M | +36.3% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | — | — | |