| Total AUM | $827.2M |
| Discretionary | $827.2M100% of AUM |
| Client Accounts | 453 |
| Avg Account Size | $1.8M |
| Employees | 7 |
| Peak AUM | $933.6MMar 2020 |
| AUM CAGR | +15.0% /yrover 20 yrs · 48 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $827M | +7.3% | +5.3% | +3.3% | |
| Discretionary AUM | |||||
| Total AUM | $827.2M |
| Discretionary | $827.2M |
| Employees | 7 |
| Client Accounts | 453 |
| Client Range | 0 |
Address
805 THIRD AVENUE
NEW YORK NY 10022
Phone
212-682-0133
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$827M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$827M
| $827M |
| +7.3% |
| +5.3% |
| +3.3% |
| Total Accounts | 453 | 4.0% | 3.4% | 1.4% |
| Avg Account Size | $2M | +11.8% | +9.1% | +4.8% |
| Employees | 7 | 0.0% | 0.0% | 2.6% |
| AUM / Employee | $118M | +7.3% | +5.3% | +6.0% |
Client AUM Segments | |||||
| Wealth AUM | $807M | +8.5% | +5.8% | +3.3% | |
| Institutional AUM | $20M | 24.4% | 9.7% | +1.9% | |
Client Count Segments | |||||
| HNW Clients | 122 | 6.9% | +1.7% | +8.0% | |
| Individuals | 130 | 0.0% | 8.4% | 5.2% | |