| Total AUM | $2.03B |
| Discretionary | $2.03B100% of AUM |
| Client Accounts | 23 |
| Avg Account Size | $88.2M |
| Employees | 4 |
| Peak AUM | $2.03BMar 2026 |
Total AUM
$2.0B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | +31.9% | +5.2% | +7.5% | |
| Discretionary AUM | |||||
| Total AUM | $2.03B |
| Discretionary | $2.03B |
| Employees | 4 |
| Client Accounts | 23 |
Address
399 KNOLLWOOD ROAD
WHITE PLAINS NY 10603
Phone
914-437-5600
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $2.0B |
| +31.9% |
| +5.2% |
| +7.5% |
| Total Accounts | 23 | +15.0% | 0.0% | 2.4% |
| Avg Account Size | $88M | +14.7% | +5.2% | +10.2% |
| Employees | 4 | 0.0% | 7.2% | 4.4% |
| AUM / Employee | $507M | +31.9% | +13.4% | +12.4% |
Client AUM Segments | |||||
| Wealth AUM | $5M | 27.0% | 22.1% | 13.1% | |
| Institutional AUM | $52M | +16.5% | 36.8% | 22.0% | |
| Fund / Pooled AUM | $2.0B | +32.6% | +238.1% | +107.4% | |
| Other AUM | $8M | +55.5% | 82.4% | 63.1% | |
Client Count Segments | |||||
| HNW Clients | 1 | 0.0% | — | — | |
| Institutional | 5 | +66.7% | 5.9% | 9.0% | |
| Pooled / Fund | 12 | +20.0% | +128.9% | +64.4% | |
| Individuals | 3 | 25.0% | 15.7% | 15.6% | |