| Total AUM | $7.55B |
| Discretionary | $7.55B100% of AUM |
| Client Accounts | 16 |
| Avg Account Size | $472.0M |
| Employees | 60 |
| Peak AUM | $32.39BMay 2014 |
| AUM CAGR | -3.3% /yrover 21 yrs · 94 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.6B | +1.2% | +2.4% | +3.3% | |
| Discretionary AUM | |||||
| Total AUM | $7.55B |
| Discretionary | $7.55B |
| Employees | 60 |
| Client Accounts | 16 |
Address
390 MADISON AVENUE
NEW YORK NY 10017
Phone
212-287-2500
Filing History
94 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$7.6B
| $7.6B |
| +1.2% |
| +2.4% |
| +3.3% |
| Total Accounts | 16 | 0.0% | 12.6% | 7.8% |
| Avg Account Size | $472M | +1.2% | +17.3% | +12.0% |
| Employees | 60 | +7.1% | +7.0% | +8.4% |
| AUM / Employee | $126M | 5.6% | 4.3% | 4.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7.6B | +1.2% | +2.4% | +3.3% | |
Client Count Segments | |||||
| Pooled / Fund | 16 | 0.0% | 12.6% | 7.8% | |