| Total AUM | $47.2M |
| Discretionary | $13.8M29% of AUM |
| Non-Discretionary | $33.4M |
| Client Accounts | 24 |
| Avg Account Size | $2.0M |
| Employees | 4 |
| Peak AUM | $70.4MMar 2021 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $47M | +8.0% | +8.5% | 7.7% | |
| Discretionary AUM | $14M | ||||
| Total AUM | $47.2M |
| Discretionary | $13.8M |
| Employees | 4 |
| Client Accounts | 24 |
Address
420 LEXINGTON AVENUE
NEW YORK NY 10170-1799
Phone
(212) 804-8730
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$14M
29.3% of AUM
Non-Discretionary
$33M
70.7% of AUM
Disc. mix ▲ 1.7pp vs 1 year ago
| +7.2% /yrover 10 yrs · 34 filings |
Total AUM
$47M
| +14.7% |
| +23.0% |
| +16.9% |
| Non-Disc. AUM | $33M | +5.4% | +4.2% | 12.2% |
| Total Accounts | 24 | 11.1% | 6.1% | 10.2% |
| Avg Account Size | $2M | +21.5% | +15.6% | +2.8% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $12M | +8.0% | +8.5% | 7.7% |
Client AUM Segments | |||||
| Wealth AUM | $33M | +5.4% | +4.2% | 12.2% | |
| Fund / Pooled AUM | $14M | +14.7% | +23.0% | +16.9% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 23 | 11.5% | 6.3% | 10.5% | |