| Total AUM | $74.8M |
| Discretionary | $74.8M100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $7.5M |
| Employees | 12 |
| Peak AUM | $74.8MMar 2026 |
| AUM CAGR | +21.6% /yrover 1 yrs · 7 filings |
Total AUM
$75M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $75M | — | — | — | — |
| Discretionary AUM | $75M | — | — | ||
| Total AUM | $74.8M |
| Discretionary | $74.8M |
| Employees | 12 |
| Client Accounts | 10 |
Address
125 WIRELESS BLVD SUITE D
HAUPPAUGE NY 11788
Phone
631-780-3286
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$75M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
— |
| Total Accounts | 10 | — | — | — | — |
| Avg Account Size | $7M | — | — | — | — |
| Employees | 12 | — | — | — | — |
| AUM / Employee | $6M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $75M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 10 | — | — | — | — |