| Total AUM | $716.1M |
| Discretionary | $716.1M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $89.5M |
| Employees | 14 |
| Peak AUM | $716.1MMar 2026 |
| AUM CAGR | +48.1% /yrover 4 yrs · 12 filings |
Total AUM
$716M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $716M | +14.9% | +40.5% | +48.1% | |
| Discretionary AUM | |||||
| Total AUM | $716.1M |
| Discretionary | $716.1M |
| Employees | 14 |
| Client Accounts | 8 |
Address
437 MADISON AVENUE
NEW YORK NY 10022
Phone
212-294-8935
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$716M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $716M |
| +14.9% |
| +40.5% |
| +48.1% |
| Total Accounts | 8 | +33.3% | +24.5% | +29.9% |
| Avg Account Size | $90M | 13.8% | +12.9% | +14.0% |
| Employees | 14 | +7.7% | +11.2% | +20.3% |
| AUM / Employee | $51M | +6.7% | +26.4% | +23.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $716M | +14.9% | +40.5% | +48.1% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | +33.3% | +24.5% | +29.9% | |