| Total AUM | $4.51B |
| Discretionary | $4.49B100% of AUM |
| Non-Discretionary | $10.9M |
| Client Accounts | 26 |
| Avg Account Size | $173.3M |
| Employees | 54 |
| Peak AUM | $5.75BMar 2023 |
| AUM CAGR | -1.7% /yrover 8 yrs · 31 filings |
Total AUM
$4.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $4.5B | +3.3% | 7.8% | — | |
| Discretionary AUM | $4.5B | ||||
| Total AUM | $4.51B |
| Discretionary | $4.49B |
| Employees | 54 |
| Client Accounts | 26 |
Address
292 MADISON AVENUE
NEW YORK NY 10017
Phone
212-756-3508
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$4.5B
99.8% of AUM
Non-Discretionary
$11M
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +3.3% |
| 7.8% |
| — |
| Non-Disc. AUM | $11M | +0.2% | 3.1% | — |
| Total Accounts | 26 | +8.3% | +2.7% | — |
| Avg Account Size | $173M | 4.7% | 10.2% | — |
| Employees | 54 | 0.0% | 3.5% | — |
| AUM / Employee | $83M | +3.3% | 4.5% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $4.5B | +3.3% | 7.8% | — | |
Client Count Segments | |||||
| Pooled / Fund | 26 | +8.3% | +2.7% | — | |