| Total AUM | $6.06B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $6.06B |
| Client Accounts | 17 |
| Avg Account Size | $356.3M |
| Employees | 17 |
| Peak AUM | $6.92BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $6.1B | +3.5% | +1.7% | 0.8% | |
| Non-Disc. AUM | $6.1B | ||||
| Total AUM | $6.06B |
| Discretionary | $0 |
| Employees | 17 |
| Client Accounts | 17 |
| Client Range | 11-25 |
Address
610 FIFTH AVENUE 3RD FLOOR
NEW YORK NY 10020
Phone
212-218-8137
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$6.1B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +4.9% /yrover 18 yrs · 44 filings |
Total AUM
$6.1B
| +3.5% |
| +9.0% |
| +2.9% |
| Total Accounts | 17 | 0.0% | 21.6% | 13.7% |
| Avg Account Size | $356M | +3.5% | +29.8% | +15.0% |
| Employees | 17 | 0.0% | 1.8% | 0.0% |
| AUM / Employee | $356M | +3.5% | +3.6% | 0.8% |
Client AUM Segments | |||||
| Wealth AUM | $913M | +1.3% | 18.0% | 15.2% | |
| Institutional AUM | $5.1B | +3.9% | +8.0% | +4.1% | |
Client Count Segments | |||||
| Institutional | 7 | 0.0% | 7.8% | 4.8% | |
| Individuals | 7 | 0.0% | 7.8% | 4.8% | |