| Total AUM | $24.59B |
| Discretionary | $23.12B94% of AUM |
| Non-Discretionary | $1.47B |
| Client Accounts | 56 |
| Avg Account Size | $439.2M |
| Employees | 124 |
| Peak AUM | $24.59BFeb 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $24.6B | +28.1% | +14.6% | +13.8% | |
| Discretionary AUM | |||||
| Total AUM | $24.59B |
| Discretionary | $23.12B |
| Employees | 124 |
| Client Accounts | 56 |
Address
520 MADISON AVENUE
NEW YORK NY 10022-4356
Phone
212-284-3474
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$23.1B
94.0% of AUM
Non-Discretionary
$1.5B
6.0% of AUM
Disc. mix ▼ 2.9pp vs 1 year ago
Custody
| +34.7% /yrover 14 yrs · 27 filings |
Total AUM
$24.6B
| $23.1B |
| +24.3% |
| +13.8% |
| +13.4% |
| Non-Disc. AUM | $1.5B | +146.3% | +29.3% | +23.4% |
| Total Accounts | 56 | +16.7% | +10.1% | +11.6% |
| Avg Account Size | $439M | +9.8% | +4.1% | +2.0% |
| Employees | 124 | +1.6% | +1.4% | +8.5% |
| AUM / Employee | $198M | +26.1% | +13.0% | +4.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $14.8B | +32.5% | +15.6% | +13.1% | |
| Other AUM | $9.8B | +22.2% | +13.1% | +15.0% | |
Client Count Segments | |||||
| Pooled / Fund | 56 | +27.3% | +12.8% | +13.1% | |