| Total AUM | $1.61B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $1.61B |
| Client Accounts | 2 |
| Avg Account Size | $807.3M |
| Employees | 12 |
| Peak AUM | $2.32BMar 2023 |
| AUM CAGR | +11.4% /yrover 7 yrs · 11 filings |
Total AUM
$1.6B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.6B | 6.8% | 11.4% | +7.2% | |
| Non-Disc. AUM | $1.6B | ||||
| Total AUM | $1.61B |
| Discretionary | $0 |
| Employees | 12 |
| Client Accounts | 2 |
Address
745 FIFTH AVENUE
NEW YORK NY 10151
Phone
2126106060
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$1.6B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 6.8% |
| 11.4% |
| +7.2% |
| Total Accounts | 2 | 0.0% | +26.0% | +14.9% |
| Avg Account Size | $807M | 6.8% | 29.7% | 6.7% |
| Employees | 12 | 7.7% | 21.7% | 9.7% |
| AUM / Employee | $135M | +0.9% | +13.2% | +18.7% |
Client AUM Segments | |||||
| Institutional AUM | $1.2B | +123.1% | 20.3% | +0.6% | |
| Other AUM | $438M | 63.6% | — | — | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 0.0% | 0.0% | |