| Total AUM | $288.6M |
| Discretionary | $268.1M93% of AUM |
| Non-Discretionary | $20.5M |
| Client Accounts | 313 |
| Avg Account Size | $922K |
| Employees | 2 |
| Peak AUM | $288.6MFeb 2026 |
| AUM CAGR |
Total AUM
$289M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $289M | +10.5% | +16.4% | +8.1% | |
| Discretionary AUM | |||||
| Total AUM | $288.6M |
| Discretionary | $268.1M |
| Employees | 2 |
| Client Accounts | 313 |
| Client Range | 26-50 |
Address
8 WRIGHT STREET
WESTPORT CT 06880
Phone
203-561-5002
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$268M
92.9% of AUM
Non-Discretionary
$21M
7.1% of AUM
Disc. mix ▲ 1.8pp vs 1 year ago
Custody
No related registrations reported
| $268M |
| +12.7% |
| +17.4% |
| +10.2% |
| Non-Disc. AUM | $21M | 11.6% | +5.7% | 7.7% |
| Total Accounts | 313 | +3.6% | +1.9% | 1.0% |
| Avg Account Size | $921,980.815 | +6.6% | +14.3% | +9.2% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $144M | +10.5% | +16.4% | +8.1% |
Client AUM Segments | |||||
| Wealth AUM | $289M | +10.5% | +16.4% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 4 | 20.0% | 30.7% | 14.8% | |
| Individuals | 67 | +3.1% | +3.7% | +4.3% | |