| Total AUM | $1.84B |
| Discretionary | $1.84B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $367.3M |
| Employees | 11 |
| Peak AUM | $3.11BMar 2024 |
| AUM CAGR | +31.3% /yrover 7 yrs · 14 filings |
Total AUM
$1.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | 35.4% | 15.3% | +16.0% | |
| Discretionary AUM | $1.8B | ||||
| Total AUM | $1.84B |
| Discretionary | $1.84B |
| Employees | 11 |
| Client Accounts | 5 |
Address
450 WEST 14 STREET
NEW YORK NY 10014
Phone
(212) 218-8810
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 35.4% |
| 15.3% |
| +16.0% |
| Total Accounts | 5 | 37.5% | 10.6% | +4.6% |
| Avg Account Size | $367M | +3.4% | 5.2% | +11.0% |
| Employees | 11 | +10.0% | 0.0% | +4.1% |
| AUM / Employee | $167M | 41.3% | 15.3% | +11.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.8B | 35.4% | 15.3% | +16.0% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 37.5% | 10.6% | +4.6% | |