| Total AUM | $350.4M |
| Discretionary | $350.4M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $87.6M |
| Employees | 6 |
| Peak AUM | $569.5MMar 2024 |
| AUM CAGR | +1.4% /yrover 7 yrs · 17 filings |
Total AUM
$350M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $350M | 29.0% | 11.6% | 8.9% | |
| Discretionary AUM | $350M | ||||
| Total AUM | $350.4M |
| Discretionary | $350.4M |
| Employees | 6 |
| Client Accounts | 4 |
Address
370 LEXINGTON AVENUE
NEW YORK NY 10017
Phone
(212) 653-1950
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$350M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 29.0% |
| 11.6% |
| 8.9% |
| Total Accounts | 4 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $88M | 29.0% | 11.6% | 8.9% |
| Employees | 6 | 0.0% | 5.0% | 3.0% |
| AUM / Employee | $58M | 29.0% | 6.9% | 6.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $350M | 29.0% | 11.6% | +0.8% | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | 0.0% | +5.9% | |