| Total AUM | $253.6M |
| Discretionary | $253.6M100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $9.1M |
| Employees | 5 |
| Peak AUM | $412.7MMar 2015 |
| AUM CAGR | +3.8% /yrover 14 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $254M | 21.7% | 2.2% | +3.3% | |
| Discretionary AUM | $254M | ||||
| Total AUM | $253.6M |
| Discretionary | $253.6M |
| Employees | 5 |
| Client Accounts | 28 |
Address
654 MADISON AVENUE
NEW YORK NY 10065
Phone
212-601-5333
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$254M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$254M
| 21.7% |
| 2.2% |
| +4.0% |
| Total Accounts | 28 | 6.7% | 3.3% | 0.7% |
| Avg Account Size | $9M | 16.1% | +1.2% | +4.0% |
| Employees | 5 | 0.0% | 0.0% | 3.6% |
| AUM / Employee | $51M | 21.7% | 2.2% | +7.1% |
Client AUM Segments | |||||
| Wealth AUM | $163M | +9.4% | +7.1% | +10.4% | |
| Fund / Pooled AUM | $90M | 2.2% | +10.0% | +9.7% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 27 | 3.6% | 2.4% | 0.0% | |