| Total AUM | $291.5M |
| Discretionary | $291.5M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $97.2M |
| Employees | 4 |
| Peak AUM | $291.5MMar 2026 |
| AUM CAGR | +85.9% /yrover 3 yrs · 5 filings |
Total AUM
$292M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $292M | +132.5% | — | — | — |
| Discretionary AUM | $292M | +132.5% | |||
| Total AUM | $291.5M |
| Discretionary | $291.5M |
| Employees | 4 |
| Client Accounts | 3 |
| Client Range | 0 |
Phone
708-617-2410
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$292M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| — |
| — |
— |
| Total Accounts | 3 | 0.0% | — | — | — |
| Avg Account Size | $97M | +132.5% | — | — | — |
| Employees | 4 | +33.3% | +9.8% | — | — |
| AUM / Employee | $73M | +74.4% | — | — | — |
Client AUM Segments | |||||
| Institutional AUM | $195M | +161.2% | — | — | — |
| Other AUM | $97M | +90.5% | — | — | — |
Client Count Segments | |||||
| Institutional | 2 | 0.0% | — | — | — |