| Total AUM | $1.05B |
| Discretionary | $1.05B100% of AUM |
| Client Accounts | 7 |
| Avg Account Size | $150.4M |
| Employees | 7 |
| Peak AUM | $1.26BMar 2025 |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | 16.6% | 2.6% | +1.2% | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.05B |
| Discretionary | $1.05B |
| Employees | 7 |
| Client Accounts | 7 |
Address
1 RIVER ROAD
COS COB CT 06807
Phone
646-779-6380
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 16.6% |
| 2.6% |
| +1.2% |
| Total Accounts | 7 | 0.0% | +11.9% | +7.0% |
| Avg Account Size | $150M | 16.6% | 13.0% | 5.4% |
| Employees | 7 | 22.2% | 11.2% | 2.6% |
| AUM / Employee | $150M | +7.2% | +9.6% | +3.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | 16.6% | 2.6% | +1.2% | |
Client Count Segments | |||||
| Pooled / Fund | 7 | 0.0% | +11.9% | +7.0% | |