| Total AUM | $11.69B |
| Discretionary | $11.66B100% of AUM |
| Non-Discretionary | $24.8M |
| Client Accounts | 2,042 |
| Avg Account Size | $5.7M |
| Employees | 120 |
| Peak AUM | $20.35BMar 2015 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.7B | +11.8% | +3.3% | +0.2% | |
| Discretionary AUM | |||||
| Total AUM | $11.69B |
| Discretionary | $11.66B |
| Employees | 120 |
| Client Accounts | 2042 |
| Client Range | 0 |
Address
191 MASON STREET
GREENWICH CT 06830
Phone
914-921-5000
Filing History
53 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.7B
99.8% of AUM
Non-Discretionary
$25M
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +0.6% /yrover 25 yrs · 53 filings |
Total AUM
$11.7B
| $11.7B |
| +11.8% |
| +3.3% |
| +0.2% |
| Non-Disc. AUM | $25M | 5.5% | +2.9% | +3.3% |
| Total Accounts | 2k | +28.4% | +5.3% | +5.8% |
| Avg Account Size | $6M | 13.0% | 1.8% | 5.3% |
| Employees | 120 | +14.3% | +5.9% | +4.6% |
| AUM / Employee | $97M | 2.2% | 2.4% | 4.2% |
Client AUM Segments | |||||
| Wealth AUM | $4.6B | +17.2% | +9.1% | +6.0% | |
| Institutional AUM | $2.6B | +6.8% | 8.6% | 9.6% | |
| Fund / Pooled AUM | $4.4B | +9.5% | +7.5% | +3.5% | |
Client Count Segments | |||||
| Institutional | 276 | +4.9% | 3.9% | 2.4% | |
| Pooled / Fund | 9 | +28.6% | +4.0% | 0.0% | |
| Individuals | 2k | +33.1% | +7.1% | +7.6% | |