| Total AUM | $622.0M |
| Discretionary | $622.0M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $155.5M |
| Employees | 8 |
| Peak AUM | $688.9MMar 2023 |
| AUM CAGR | +9.9% /yrover 10 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $622M | 5.5% | 3.3% | +9.3% | |
| Discretionary AUM | $622M | ||||
| Total AUM | $622.0M |
| Discretionary | $622.0M |
| Employees | 8 |
| Client Accounts | 4 |
Address
66 HUDSON BLVD. E
NEW YORK NY 10001
Phone
212-994-9590
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$622M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$622M
| 5.5% |
| 3.3% |
| +9.3% |
| Total Accounts | 4 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $155M | 5.5% | 3.3% | +9.3% |
| Employees | 8 | 20.0% | 10.1% | 4.4% |
| AUM / Employee | $78M | +18.1% | +7.5% | +14.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $622M | 5.5% | 3.3% | +9.3% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | 0.0% | |