| Total AUM | $7.1M |
| Discretionary | $7.1M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $3.5M |
| Employees | 2 |
| Peak AUM | $7.7MMar 2024 |
| AUM CAGR | +17.6% /yrover 3 yrs · 5 filings |
Total AUM
$7M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7M | 8.2% | +7.4% | — | — |
| Discretionary AUM | $7M | 8.2% | |||
| Total AUM | $7.1M |
| Discretionary | $7.1M |
| Employees | 2 |
| Client Accounts | 2 |
Phone
860-839-0257
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +7.4% |
| — |
— |
| Total Accounts | 2 | 0.0% | 0.0% | — | — |
| Avg Account Size | $4M | 8.2% | +7.4% | — | — |
| Employees | 2 | 0.0% | 0.0% | — | — |
| AUM / Employee | $4M | 8.2% | +7.4% | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7M | 8.2% | +7.4% | — | — |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | — | — |