| Total AUM | $3.64B |
| Discretionary | $3.64B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $364.2M |
| Employees | 10 |
| Peak AUM | $3.64BMar 2026 |
| AUM CAGR | +38.8% /yrover 12 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.6B | +38.1% | +41.7% | +40.2% | |
| Discretionary AUM | |||||
| Total AUM | $3.64B |
| Discretionary | $3.64B |
| Employees | 10 |
| Client Accounts | 10 |
Address
1325 AVENUE OF THE AMERICAS
NEW YORK NY 10019
Phone
212-763-8335
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.6B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$3.6B
| $3.6B |
| +38.1% |
| +41.7% |
| +40.2% |
| Total Accounts | 10 | 0.0% | +3.6% | 12.9% |
| Avg Account Size | $364M | +38.1% | +36.8% | +61.1% |
| Employees | 10 | +42.9% | +12.6% | +7.4% |
| AUM / Employee | $364M | 3.3% | +25.8% | +30.6% |
Client AUM Segments | |||||
| Wealth AUM | $4M | 67.7% | 28.5% | 28.3% | |
| Fund / Pooled AUM | $3.6B | +38.5% | +42.0% | +41.0% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | +28.6% | +21.6% | +12.5% | |
| Individuals | 1 | 50.0% | 20.6% | 27.5% | |