| Total AUM | $334.8M |
| Discretionary | $334.8M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $25.8M |
| Employees | 10 |
| Peak AUM | $770.2MMar 2022 |
| AUM CAGR | -9.0% /yrover 6 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $335M | 5.6% | 18.6% | 14.3% | |
| Discretionary AUM | |||||
| Total AUM | $334.8M |
| Discretionary | $334.8M |
| Employees | 10 |
| Client Accounts | 13 |
Address
725 ARIZONA AVENUE
SANTA MONICA CA 90401
Phone
212-659-3838
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$335M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$335M
| $335M |
| 5.6% |
| 18.6% |
| 14.3% |
| Total Accounts | 13 | 0.0% | +2.7% | +3.4% |
| Avg Account Size | $26M | 5.6% | 20.7% | 17.1% |
| Employees | 10 | 0.0% | 8.4% | 7.8% |
| AUM / Employee | $33M | 5.6% | 11.1% | 7.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $335M | 5.6% | 18.6% | 14.3% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | 0.0% | +2.7% | +3.4% | |