| Total AUM | $26.8M |
| Discretionary | $25.8M96% of AUM |
| Non-Discretionary | $1000K |
| Client Accounts | 53 |
| Avg Account Size | $505K |
| Employees | 1 |
| Peak AUM | $31.6MMar 2021 |
| AUM CAGR | -3.3% /yrover 5 yrs · 8 filings |
Total AUM
$27M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $27M | +0.2% | 2.6% | 3.3% | |
| Discretionary AUM | $26M | ||||
| Total AUM | $26.8M |
| Discretionary | $25.8M |
| Employees | 1 |
| Client Accounts | 53 |
| Client Range | 0 |
Address
1 BALTIC PLACE 201D
CROTON ON HUDSON NY 10520
Phone
212-213-1898
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$26M
96.3% of AUM
Non-Discretionary
$999,931
3.7% of AUM
Disc. mix ▲ 4.5pp vs 1 year ago
No related registrations reported
| +5.1% |
| 1.6% |
| 2.4% |
| Non-Disc. AUM | $999,931 | 54.7% | 19.3% | 17.1% |
| Total Accounts | 53 | 3.6% | 4.2% | 2.5% |
| Avg Account Size | $505,453.208 | +4.0% | +1.6% | 0.8% |
| Employees | 1 | 50.0% | 21.1% | 12.9% |
| AUM / Employee | $27M | +100.4% | +23.5% | +11.1% |
Client AUM Segments | |||||
| Wealth AUM | $27M | +5.6% | 1.4% | 2.5% | |
| Institutional AUM | $10,310 | 99.2% | 79.4% | 61.7% | |
Client Count Segments | |||||
| HNW Clients | 40 | +11.1% | 5.4% | 3.2% | |
| Individuals | 12 | 25.0% | 2.7% | 1.6% | |