| Total AUM | $318.4M |
| Discretionary | $318.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $79.6M |
| Employees | 1 |
| Peak AUM | $318.4MJan 2026 |
Total AUM
$318M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $318M | +10.4% | +17.2% | +20.0% | |
| Discretionary AUM | |||||
| Total AUM | $318.4M |
| Discretionary | $318.4M |
| Employees | 1 |
| Client Accounts | 4 |
Phone
412-302-8641
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$318M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $318M |
| +10.4% |
| +17.2% |
| +20.0% |
| Total Accounts | 4 | 0.0% | +26.0% | 12.9% |
| Avg Account Size | $80M | +10.4% | 7.0% | +37.9% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $318M | +10.4% | +17.2% | +20.0% |
Client AUM Segments | |||||
| Wealth AUM | $6M | +14.7% | — | 23.0% | |
| Institutional AUM | $312M | +10.3% | +16.5% | +24.2% | |
Client Count Segments | |||||
| HNW Clients | 2 | 0.0% | — | — | |
| Institutional | 2 | 0.0% | 0.0% | — | |