| Total AUM | $11.91B |
| Discretionary | $11.91B100% of AUM |
| Client Accounts | 33 |
| Avg Account Size | $360.9M |
| Employees | 55 |
| Peak AUM | $11.91BMar 2026 |
| AUM CAGR | +3.3% /yrover 20 yrs · 47 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $11.9B | +6.9% | +22.9% | +7.3% | |
| Discretionary AUM | |||||
| Total AUM | $11.91B |
| Discretionary | $11.91B |
| Employees | 55 |
| Client Accounts | 33 |
| Client Range | 0 |
Address
630 FIFTH AVENUE
NEW YORK NY 10111
Phone
212-651-1100
Filing History
47 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$11.9B
| $11.9B |
| +6.9% |
| +22.9% |
| +7.3% |
| Total Accounts | 33 | 5.7% | +5.6% | 5.1% |
| Avg Account Size | $361M | +13.4% | +16.4% | +13.1% |
| Employees | 55 | +3.8% | 14.5% | 7.6% |
| AUM / Employee | $217M | +3.0% | +43.7% | +16.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $11.9B | +6.9% | +22.9% | +7.3% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | 0.0% | +15.6% | +5.4% | |