| Total AUM | $52.8M |
| Discretionary | $52.8M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $52.8M |
| Employees | 6 |
| Peak AUM | $78.1MMar 2022 |
Total AUM
$53M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $53M | 7.7% | 12.0% | 3.7% | |
| Discretionary AUM | $53M | ||||
| Total AUM | $52.8M |
| Discretionary | $52.8M |
| Employees | 6 |
| Client Accounts | 1 |
Address
555 MADISON AVE
NEW YORK NY 10022
Phone
212-980-5050
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$53M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 7.7% |
| 12.0% |
| 3.7% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $53M | 7.7% | 12.0% | 3.7% |
| Employees | 6 | 0.0% | 0.0% | +24.6% |
| AUM / Employee | $9M | 7.7% | 12.0% | 22.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $53M | 7.7% | 12.0% | 3.7% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |