| Total AUM | $700.3M |
| Discretionary | $700.3M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $233.4M |
| Employees | 10 |
| Peak AUM | $700.3MMar 2026 |
| AUM CAGR | +202.6% /yrover 5 yrs · 9 filings |
Total AUM
$700M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $700M | +21.2% | — | +202.6% | |
| Discretionary AUM | $700M | ||||
| Total AUM | $700.3M |
| Discretionary | $700.3M |
| Employees | 10 |
| Client Accounts | 3 |
Address
1350 BROADWAY
NEW YORK NY 10018
Phone
(646) 993-4864
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$700M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +21.2% |
| — |
| +202.6% |
| Total Accounts | 3 | 0.0% | — | +26.6% |
| Avg Account Size | $233M | +21.2% | — | +139.1% |
| Employees | 10 | +25.0% | — | 2.0% |
| AUM / Employee | $70M | 3.1% | — | +208.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $700M | +21.2% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | — | — | — |