| Total AUM | $43.4M |
| Discretionary | $43.4M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $21.7M |
| Employees | 5 |
| Peak AUM | $54.6MMar 2021 |
Total AUM
$43M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $43M | 19.6% | +12.2% | +19.3% | |
| Discretionary AUM | $43M | ||||
| Total AUM | $43.4M |
| Discretionary | $43.4M |
| Employees | 5 |
| Client Accounts | 2 |
Phone
860-543-3942
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$43M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| 19.6% |
| +12.2% |
| +19.3% |
| Total Accounts | 2 | 60.0% | 25.8% | 12.8% |
| Avg Account Size | $22M | +100.9% | +51.1% | +36.7% |
| Employees | 5 | 0.0% | +7.5% | 0.0% |
| AUM / Employee | $9M | 19.6% | +4.4% | +19.3% |
Client AUM Segments | |||||
| Wealth AUM | $22M | +11.0% | +20.5% | +29.5% | |
| Fund / Pooled AUM | $22M | 37.0% | +5.9% | +12.6% | |
Client Count Segments | |||||
| HNW Clients | 1 | — | — | — | — |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |