| Total AUM | $106.8M |
| Discretionary | $106.8M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $53.4M |
| Employees | 3 |
| Peak AUM | $163.2MMar 2023 |
| AUM CAGR | +16.7% /yrover 8 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $107M | 5.5% | 13.2% | +2.7% | |
| Discretionary AUM | |||||
| Total AUM | $106.8M |
| Discretionary | $106.8M |
| Employees | 3 |
| Client Accounts | 2 |
Address
7200 WISCONSIN AVENUE
BETHESDA MD 20814
Phone
800-200-4071
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$107M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$107M
| $107M |
| 5.5% |
| 13.2% |
| +2.7% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $53M | 5.5% | 13.2% | +2.7% |
| Employees | 3 | 0.0% | 24.6% | 12.9% |
| AUM / Employee | $36M | 5.5% | +15.2% | +18.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $107M | 5.5% | 13.2% | +2.7% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |