| Total AUM | $375.8M |
| Discretionary | $375.8M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $93.9M |
| Employees | 3 |
| Peak AUM | $375.8MMar 2026 |
| AUM CAGR | +40.3% /yrover 2 yrs · 9 filings |
Total AUM
$376M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $376M | +58.4% | — | — | |
| Discretionary AUM | $376M | ||||
| Total AUM | $375.8M |
| Discretionary | $375.8M |
| Employees | 3 |
| Client Accounts | 4 |
Address
88 PINE STREET
NEW YORK NY 10005
Phone
(646) 907-5217
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$376M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 4 | 0.0% | — | — |
| Avg Account Size | $94M | +58.4% | — | — |
| Employees | 3 | 0.0% | — | — |
| AUM / Employee | $125M | +58.4% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $376M | +58.4% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | |