| Total AUM | $199.5M |
| Discretionary | $199.5M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $99.8M |
| Employees | 5 |
| Peak AUM | $480.4MMar 2022 |
| AUM CAGR | -1.1% /yrover 7 yrs · 21 filings |
Total AUM
$200M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | 20.3% | 21.4% | 9.3% | |
| Discretionary AUM | |||||
| Total AUM | $199.5M |
| Discretionary | $199.5M |
| Employees | 5 |
| Client Accounts | 2 |
Address
607 MERRITT 7
NORWALK CT 06854
Phone
203-299-3220
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$200M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $200M |
| 20.3% |
| 21.4% |
| 9.3% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $100M | 20.3% | 21.4% | 9.3% |
| Employees | 5 | 0.0% | 5.9% | 9.0% |
| AUM / Employee | $40M | 20.3% | 16.5% | 0.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $200M | 20.3% | 21.4% | 9.3% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |