| Total AUM | $158.1M |
| Discretionary | $158.1M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $79.1M |
| Employees | 9 |
| Peak AUM | $1.77BMar 2017 |
| AUM CAGR | -11.8% /yrover 14 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $158M | 75.3% | 41.5% | 27.9% | |
| Discretionary AUM | |||||
| Total AUM | $158.1M |
| Discretionary | $158.1M |
| Employees | 9 |
| Client Accounts | 2 |
| Client Range | 0 |
Address
888 SEVENTH AVENUE
NEW YORK NY 10019
Phone
212-265-4200
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$158M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$158M
| $158M |
| 75.3% |
| 41.5% |
| 27.9% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $79M | 75.3% | 41.5% | 27.9% |
| Employees | 9 | 10.0% | 3.5% | 3.9% |
| AUM / Employee | $18M | 72.5% | 39.5% | 25.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $158M | 75.3% | 41.5% | 27.9% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |