| Total AUM | $284.3M |
| Discretionary | $284.3M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $94.8M |
| Employees | 30 |
| Peak AUM | $284.3MMar 2026 |
| AUM CAGR | +41.8% /yrover 1 yrs · 11 filings |
Total AUM
$284M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $284M | +1.2% | — | — | |
| Discretionary AUM | $284M | ||||
| Total AUM | $284.3M |
| Discretionary | $284.3M |
| Employees | 30 |
| Client Accounts | 3 |
Address
2231 CRYSTAL DRIVE
ARLINGTON VA 22202
Phone
703-647-2300
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$284M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 3 | 0.0% | — | — |
| Avg Account Size | $95M | +1.2% | — | — |
| Employees | 30 | 0.0% | — | — |
| AUM / Employee | $9M | +1.2% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $284M | +1.2% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | — | — | |