| Total AUM | $277.8M |
| Discretionary | $277.8M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $138.9M |
| Employees | 26 |
| Peak AUM | $1.00BMar 2023 |
Total AUM
$278M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $278M | 47.2% | — | — | |
| Discretionary AUM | $278M | ||||
| Total AUM | $277.8M |
| Discretionary | $277.8M |
| Employees | 26 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
50 ROCKEFELLER PLAZA
NEW YORK NY 10020-1605
Phone
212-956-1061
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$278M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 2 | 0.0% | — | — |
| Avg Account Size | $139M | 47.2% | — | — |
| Employees | 26 | 13.3% | +9.6% | — |
| AUM / Employee | $11M | 39.1% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $278M | 47.2% | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | — | — | |