| Total AUM | $7.45B |
| Discretionary | $7.45B100% of AUM |
| Client Accounts | 19 |
| Avg Account Size | $392.1M |
| Employees | 40 |
| Peak AUM | $10.54BMar 2018 |
| AUM CAGR | +43.2% /yrover 25 yrs · 84 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.5B | 3.7% | +2.3% | 1.5% | |
| Discretionary AUM | |||||
| Total AUM | $7.45B |
| Discretionary | $7.45B |
| Employees | 40 |
| Client Accounts | 19 |
| Client Range | 1-10 |
Address
4301 WILSON BLVD.
ARLINGTON VA 22203-1860
Phone
866-673-2299/800-258-3030
Filing History
84 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$7.5B
| $7.5B |
| 3.7% |
| +2.3% |
| 1.5% |
| Total Accounts | 19 | 0.0% | 3.3% | 0.0% |
| Avg Account Size | $392M | 3.7% | +5.7% | 1.5% |
| Employees | 40 | 0.0% | 0.8% | +1.0% |
| AUM / Employee | $186M | 3.7% | +3.1% | 2.5% |
Client AUM Segments | |||||
| Institutional AUM | $4.5B | 7.6% | +3.4% | 1.7% | |
| Fund / Pooled AUM | $2.7B | +3.3% | +4.0% | +1.0% | |
| Other AUM | $297M | 0.9% | 18.1% | 12.8% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | +300.0% | +58.7% | +32.0% | |