| Total AUM | $726.2M |
| Discretionary | $726.2M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $726.2M |
| Employees | 183 |
| Peak AUM | $812.9MMar 2024 |
| AUM CAGR | +181.8% /yrover 9 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $726M | +2.4% | +7.8% | +14.7% | |
| Discretionary AUM | $726M | ||||
| Total AUM | $726.2M |
| Discretionary | $726.2M |
| Employees | 183 |
| Client Accounts | 1 |
Address
3025 JFK BOULEVARD
PHILADELPHIA PA 19104
Phone
215-220-6651
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$726M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$726M
| +2.4% |
| — |
| — |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $726M | +2.4% | +7.8% | +14.7% |
| Employees | 183 | +22.8% | +22.3% | +14.7% |
| AUM / Employee | $4M | 16.6% | 11.8% | 0.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $726M | +2.4% | +7.8% | +14.7% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |