| Total AUM | $3.87B |
| Discretionary | $3.87B100% of AUM |
| Client Accounts | 21 |
| Avg Account Size | $184.1M |
| Employees | 34 |
| Peak AUM | $5.82BAug 2016 |
| AUM CAGR | +4.0% /yrover 15 yrs · 41 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.9B | 5.8% | +1.4% | +13.8% | |
| Discretionary AUM | $3.9B | ||||
| Total AUM | $3.87B |
| Discretionary | $3.87B |
| Employees | 34 |
| Client Accounts | 21 |
Address
475 FIFTH AVENUE
NEW YORK NY 10017
Phone
212-294-8500
Filing History
41 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$3.9B
| 5.8% |
| +1.4% |
| +13.8% |
| Total Accounts | 21 | +16.7% | +14.5% | +8.4% |
| Avg Account Size | $184M | 19.2% | 11.4% | +4.9% |
| Employees | 34 | +9.7% | +4.3% | +4.0% |
| AUM / Employee | $114M | 14.1% | 2.7% | +9.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.9B | 5.8% | +1.4% | +13.8% | |
Client Count Segments | |||||
| Pooled / Fund | 21 | +16.7% | +14.5% | +8.4% | |