| Total AUM | $768.3M |
| Discretionary | $768.3M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $153.7M |
| Employees | 4 |
| Peak AUM | $1.23BMar 2018 |
| AUM CAGR | +31.4% /yrover 13 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $768M | +18.2% | +30.5% | +14.9% | |
| Discretionary AUM | |||||
| Total AUM | $768.3M |
| Discretionary | $768.3M |
| Employees | 4 |
| Client Accounts | 5 |
Address
437 MADISON AVENUE
NEW YORK NY 10022
Phone
212-714-7840
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$768M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$768M
| $768M |
| +18.2% |
| +30.5% |
| +14.9% |
| Total Accounts | 5 | 0.0% | +7.7% | +4.6% |
| Avg Account Size | $154M | +18.2% | +21.1% | +9.9% |
| Employees | 4 | 0.0% | 0.0% | +5.9% |
| AUM / Employee | $192M | +18.2% | +30.5% | +8.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $768M | +18.2% | +30.5% | +14.9% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | +7.7% | +4.6% | |