| Total AUM | $327.7M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $327.7M |
| Client Accounts | 2 |
| Avg Account Size | $163.8M |
| Employees | 6 |
| Peak AUM | $363.9MFeb 2022 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $328M | +1.7% | +4.6% | 1.0% | |
| Non-Disc. AUM | $328M | ||||
| Total AUM | $327.7M |
| Discretionary | $0 |
| Employees | 6 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
1251 AVENUE OF THE AMERICAS
NEW YORK NY 10020
Phone
212-221-7760
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$328M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$328M
| +1.7% |
| +4.6% |
| 1.0% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $164M | +1.7% | +4.6% | 1.0% |
| Employees | 6 | +20.0% | 0.0% | +3.8% |
| AUM / Employee | $55M | 15.3% | +4.6% | 4.6% |
Client AUM Segments | |||||
| Other AUM | $328M | +1.7% | +4.6% | 1.0% | |