| Total AUM | $74.7M |
| Discretionary | $74.7M100% of AUM |
| Client Accounts | 60 |
| Avg Account Size | $1.2M |
| Employees | 1 |
| Peak AUM | $74.7MMar 2026 |
| AUM CAGR | +3.0% /yrover 12 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $75M | +15.8% | +11.9% | +1.9% | |
| Discretionary AUM | |||||
| Total AUM | $74.7M |
| Discretionary | $74.7M |
| Employees | 1 |
| Client Accounts | 60 |
| Client Range | 1-10 |
Address
399 KNOLLWOOD ROAD
WHITE PLAINS NY 10603
Phone
(914) 997-9229 X13
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$75M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$75M
| $75M |
| +15.8% |
| +11.9% |
| +1.9% |
| Total Accounts | 60 | 0.0% | +1.1% | 3.3% |
| Avg Account Size | $1M | +15.8% | +10.7% | +5.4% |
| Employees | 1 | 0.0% | 0.0% | 12.9% |
| AUM / Employee | $75M | +15.8% | +11.9% | +17.1% |
Client AUM Segments | |||||
| Wealth AUM | $74M | +15.8% | +11.7% | +1.8% | |
| Institutional AUM | $416,725 | +20.8% | — | +51.6% | |
Client Count Segments | |||||
| HNW Clients | 26 | 18.8% | 13.4% | 8.7% | |
| Institutional | 1 | 0.0% | — | 0.0% | |
| Individuals | 33 | +22.2% | +22.4% | +2.6% | |