| Total AUM | $478.4M |
| Discretionary | $478.4M100% of AUM |
| Client Accounts | 329 |
| Avg Account Size | $1.5M |
| Employees | 14 |
| Peak AUM | $478.4MMar 2026 |
Total AUM
$478M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $478M | +41.5% | — | — | |
| Discretionary AUM | $478M | ||||
| Total AUM | $478.4M |
| Discretionary | $478.4M |
| Employees | 14 |
| Client Accounts | 329 |
| Client Range | 1-10 |
Address
1114 6TH AVENUE, 9TH FLOOR
NEW YORK NY 10036
Phone
646-839-9793
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$478M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 329 | +40.0% | — | — |
| Avg Account Size | $1M | +1.1% | — | — |
| Employees | 14 | 0.0% | +11.9% | +105.4% |
| AUM / Employee | $34M | +41.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $353M | +44.8% | — | — | |
| Institutional AUM | $126M | +33.1% | — | — | |
Client Count Segments | |||||
| HNW Clients | 19 | 13.6% | — | — | |
| Institutional | 38 | +26.7% | — | — | |
| Individuals | 152 | +43.4% | — | — | |