| Total AUM | $2.91B |
| Discretionary | $2.91B100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $727.3M |
| Employees | 12 |
| Peak AUM | $2.91BMar 2026 |
| AUM CAGR | +33.5% /yrover 2 yrs · 7 filings |
Total AUM
$2.9B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.9B | +70.9% | — | — | — |
| Discretionary AUM | $2.9B | +70.9% | |||
| Total AUM | $2.91B |
| Discretionary | $2.91B |
| Employees | 12 |
| Client Accounts | 4 |
Address
ONE WEST EXCHANGE CENTER
PROVIDENCE RI 02903
Phone
401-749-4589
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 4 | 0.0% | — | — | — |
| Avg Account Size | $727M | +70.9% | — | — | — |
| Employees | 12 | +9.1% | — | — | — |
| AUM / Employee | $242M | +56.6% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.9B | +70.9% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | — | — | — |