| Total AUM | $706.0M |
| Discretionary | $675.0M96% of AUM |
| Non-Discretionary | $31.0M |
| Client Accounts | 983 |
| Avg Account Size | $718K |
| Employees | 12 |
| Peak AUM | $706.0MFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $706M | +35.9% | +19.4% | +15.0% | |
| Discretionary AUM | $675M | ||||
| Total AUM | $706.0M |
| Discretionary | $675.0M |
| Employees | 12 |
| Client Accounts | 983 |
| Client Range | 11-25 |
Address
101 CRAWFORDS CORNER ROAD
HOLMDEL NJ 07733-2151
Phone
212-417-8247
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$675M
95.6% of AUM
Non-Discretionary
$31M
4.4% of AUM
Disc. mix ▲ 1.0pp vs 1 year ago
| +26.5% /yrover 10 yrs · 37 filings |
Total AUM
$706M
| +37.3% |
| +18.9% |
| +14.6% |
| Non-Disc. AUM | $31M | +10.7% | +31.6% | +26.4% |
| Total Accounts | 983 | 9.9% | 1.3% | +8.9% |
| Avg Account Size | $718,209.563 | +50.8% | +20.9% | +5.5% |
| Employees | 12 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $59M | +35.9% | +19.4% | +15.0% |
Client AUM Segments | |||||
| Wealth AUM | $680M | +36.1% | +18.0% | +14.1% | |
| Other AUM | $26M | +30.0% | — | — | |
Client Count Segments | |||||
| HNW Clients | 249 | +8.7% | 7.9% | 0.1% | |
| Individuals | 733 | 14.9% | +1.5% | +13.4% | |